Fermata Advisors LLC Has $13.64 Million Stock Position in Apple Inc. $AAPL

Fermata Advisors LLC decreased its position in Apple Inc. (NASDAQ:AAPL) by 6.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 53,570 shares of the iPhone maker’s stock after selling 3,418 shares during the quarter. Apple comprises approximately 3.5% of Fermata Advisors LLC’s investment portfolio, making the stock its biggest position. Fermata Advisors LLC’s holdings in Apple were worth $13,640,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in AAPL. Kingstone Capital Partners Texas LLC boosted its position in shares of Apple by 573,627.2% in the second quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock valued at $39,065,374,000 after acquiring an additional 205,656,808 shares during the period. Norges Bank bought a new position in Apple during the second quarter worth about $38,942,255,000. Nuveen LLC acquired a new stake in Apple in the 1st quarter worth about $17,472,482,000. PKS Advisory Services LLC boosted its holdings in Apple by 98,917.0% in the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock valued at $12,106,000 after purchasing an additional 57,898,088 shares during the period. Finally, Laurel Wealth Advisors LLC grew its position in shares of Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after purchasing an additional 26,937,401 shares in the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Key Apple News

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

Insider Activity

In other news, SVP Katherine L. Adams sold 47,125 shares of the company’s stock in a transaction on Thursday, October 2nd. The shares were sold at an average price of $256.79, for a total transaction of $12,101,228.75. Following the completion of the transaction, 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Timothy D. Cook sold 129,963 shares of the stock in a transaction on Thursday, October 2nd. The shares were sold at an average price of $256.81, for a total value of $33,375,798.03. Following the completion of the transaction, the chief executive officer owned 3,280,295 shares of the company’s stock, valued at $842,412,558.95. The trade was a 3.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 228,052 shares of company stock valued at $58,604,588. 0.06% of the stock is currently owned by insiders.

Apple Stock Performance

Apple stock opened at $272.36 on Wednesday. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The stock has a market cap of $4.02 trillion, a PE ratio of 36.46, a P/E/G ratio of 2.54 and a beta of 1.10. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The business’s 50-day moving average price is $271.11 and its two-hundred day moving average price is $240.79.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping analysts’ consensus estimates of $1.74 by $0.11. The firm had revenue of $102.47 billion during the quarter, compared to analysts’ expectations of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. The business’s revenue for the quarter was up 8.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.64 earnings per share. As a group, analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Shareholders of record on Monday, November 10th were given a $0.26 dividend. The ex-dividend date was Monday, November 10th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is currently 13.92%.

Wall Street Analysts Forecast Growth

AAPL has been the subject of a number of analyst reports. Sanford C. Bernstein set a $325.00 price target on shares of Apple in a research report on Monday, November 3rd. Rosenblatt Securities raised their price objective on Apple from $241.00 to $250.00 and gave the stock a “neutral” rating in a research note on Friday, October 31st. Morgan Stanley reaffirmed an “overweight” rating and issued a $315.00 price objective (up from $305.00) on shares of Apple in a report on Wednesday, December 17th. Moffett Nathanson raised Apple from a “sell” rating to a “neutral” rating and set a $225.00 target price on the stock in a report on Thursday, September 4th. Finally, Monness Crespi & Hardt raised their price target on Apple from $270.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $283.92.

Apple Company 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.