Central Valley Advisors LLC Has $13.21 Million Stock Position in Apple Inc. $AAPL

Central Valley Advisors LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 6.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 51,893 shares of the iPhone maker’s stock after acquiring an additional 3,287 shares during the period. Apple accounts for about 4.1% of Central Valley Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Central Valley Advisors LLC’s holdings in Apple were worth $13,213,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of AAPL. Vanguard Group Inc. increased its position in Apple by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock valued at $290,506,933,000 after buying an additional 15,141,995 shares in the last quarter. State Street Corp grew its stake in shares of Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after acquiring an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after acquiring an additional 4,942,638 shares in the last quarter. Kingstone Capital Partners Texas LLC raised its position in shares of Apple by 573,627.2% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock worth $39,065,374,000 after purchasing an additional 205,656,808 shares during the last quarter. Finally, Norges Bank bought a new position in Apple in the 2nd quarter worth about $38,942,255,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Key Stores Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Morgan Stanley and other Wall Street analysts lifted targets and reiterated bullish views on Apple based on iPhone strength and expected AI-driven earnings upside; those upgrades help justify higher valuations and buying interest. Morgan Stanley Lifts Apple Inc. (AAPL) Price Target
• Positive Sentiment: Apple released a new AI model and market commentary points to growing confidence that Apple’s AI roadmap (including Siri enhancements) could become a revenue/engagement driver in 2026 — a potential catalyst for multiple expansion. Apple Just Released a New AI Model
• Positive Sentiment: Several bullish research notes and price-target raises (including a high-profile $350 call) and coverage arguing material upside as Apple executes on hardware + AI have lifted investor sentiment. Analysts’ momentum supports flows into AAPL. Wall Street Analysts See Major Upside as AI Plans Unfold
• Neutral Sentiment: Apple spent 2025 restructuring and positioning for future growth with moves beyond pure AI hype; that strategic pacing may comfort long-term investors but delays near-term AI monetization. Apple spent 2025 setting itself up for the future
• Neutral Sentiment: Reports that Apple is targeting 2026 launches for AI smart glasses and camera-equipped AirPods are encouraging for product-cycle upside but represent forward-looking expectations rather than immediate revenue. Apple Targets 2026 Launch For AI Smart Glasses
• Negative Sentiment: Italy’s competition authority fined Apple ~98.6M euros (~$115M) for alleged abuse tied to an App Store privacy feature — a regulatory cost and reputational headwind that can increase scrutiny and compliance expenses in Europe. Italy fines Apple for alleged App Store abuse
• Negative Sentiment: Apple agreed to allow third‑party app stores on iOS in Brazil to settle a multi‑year regulatory case — this reduces App Store exclusivity and could pressure App Store revenues if similar rules spread to other jurisdictions. Apple to allow third-party app stores in Brazil
• Negative Sentiment: Reports that Berkshire Hathaway sold portions of its Apple stake continue to be cited by media and may stoke short-term selling or narrative risk, even as some analysts view the moves as portfolio-sizing rather than a long-term vote of no confidence. Buffett’s $24 Billion Selling Spree
• Neutral Sentiment: China’s vice commerce minister met Apple’s COO to discuss operations — a potentially constructive development for supply chains and market access, but its impact is contingent on follow-up actions. China official met Apple COO

Apple Stock Performance

Shares of AAPL opened at $272.36 on Wednesday. The business has a 50-day simple moving average of $271.11 and a two-hundred day simple moving average of $240.79. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The stock has a market cap of $4.02 trillion, a price-to-earnings ratio of 36.46, a PEG ratio of 2.54 and a beta of 1.10.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. The company had revenue of $102.47 billion during the quarter, compared to the consensus estimate of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.The firm’s revenue was up 8.7% on a year-over-year basis. During the same period in the previous year, the company posted $1.64 EPS. On average, analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, November 13th. Stockholders of record on Monday, November 10th were paid a $0.26 dividend. The ex-dividend date of this dividend was Monday, November 10th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s dividend payout ratio is 13.92%.

Insider Transactions at Apple

In related news, SVP Deirdre O’brien sold 43,013 shares of the company’s stock in a transaction on Thursday, October 2nd. The shares were sold at an average price of $257.39, for a total value of $11,071,116.07. Following the completion of the transaction, the senior vice president owned 136,687 shares of the company’s stock, valued at approximately $35,181,866.93. This represents a 23.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Katherine L. Adams sold 47,125 shares of the firm’s stock in a transaction dated Thursday, October 2nd. The shares were sold at an average price of $256.79, for a total value of $12,101,228.75. Following the sale, the senior vice president directly owned 179,158 shares in the company, valued at approximately $46,005,982.82. This represents a 20.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 228,052 shares of company stock valued at $58,604,588. Company insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a research note on Wednesday, December 3rd. Moffett Nathanson raised shares of Apple from a “sell” rating to a “neutral” rating and set a $225.00 price target for the company in a research report on Thursday, September 4th. Wall Street Zen cut Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Sanford C. Bernstein set a $325.00 target price on Apple in a research note on Monday, November 3rd. Finally, Cowen restated a “buy” rating on shares of Apple in a research note on Monday, October 27th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Apple presently has an average rating of “Moderate Buy” and an average price target of $283.92.

Apple Profile

Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.