Apple Inc. $AAPL Position Decreased by Curated Wealth Partners LLC

Curated Wealth Partners LLC trimmed its holdings in Apple Inc. (NASDAQ:AAPL) by 5.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 44,736 shares of the iPhone maker’s stock after selling 2,734 shares during the period. Apple accounts for approximately 1.4% of Curated Wealth Partners LLC’s holdings, making the stock its 9th largest holding. Curated Wealth Partners LLC’s holdings in Apple were worth $11,391,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in shares of Apple by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock worth $290,506,933,000 after buying an additional 15,141,995 shares during the last quarter. State Street Corp boosted its holdings in Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock valued at $123,358,461,000 after acquiring an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC grew its position in 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 during the period. Kingstone Capital Partners Texas LLC increased its stake in Apple by 573,627.2% during the second quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock worth $39,065,374,000 after acquiring an additional 205,656,808 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of Apple in the 2nd quarter worth about $38,942,255,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Insider Buying and Selling at Apple

In related 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 $46,005,982.82. This represents a 20.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 transaction of $33,375,798.03. Following the completion of the sale, the chief executive officer directly owned 3,280,295 shares of the company’s stock, valued at approximately $842,412,558.95. This trade represents a 3.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 228,052 shares of company stock worth $58,604,588 in the last ninety days. 0.06% of the stock is owned by insiders.

Analyst Ratings Changes

A number of equities analysts have recently commented on AAPL shares. DA Davidson raised their target price on shares of Apple from $250.00 to $270.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Barclays upped their price objective on Apple from $180.00 to $230.00 and gave the company an “underweight” rating in a research note on Friday, October 31st. Morgan Stanley restated an “overweight” rating and issued a $315.00 price target (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Loop Capital reissued a “buy” rating and set a $325.00 price target (up previously from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Finally, Monness Crespi & Hardt raised their target price on shares of Apple from $270.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Apple has an average rating of “Moderate Buy” and a consensus target price of $283.92.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple released a new AI model, sparking renewed optimism that the company can commercialize AI features across iPhone and services — a growth catalyst investors are rewarding. Article Title
• Positive Sentiment: A federal judge blocked Texas’s app store age‑verification law, and Apple announced it will pause changes tied to that law — removing near‑term compliance costs and legal uncertainty for iOS distribution. Article Title
• Positive Sentiment: Wall Street momentum: multiple firms have recently issued buy/overweight calls and raised price targets (median ~$305), and sector bulls (e.g., Wedbush) include Apple among 2026 AI winners — analyst upgrades/support help lift sentiment and flows. Article Title
• Neutral Sentiment: Apple agreed to allow third‑party app stores in Brazil as part of a settlement — a structural change that could pressure App Store revenue over time but also resolves a regulatory dispute now. Article Title
• Neutral Sentiment: Market data on December short interest shows anomalies/zero values (likely a reporting error) — not a meaningful signal for intraday moves. (Source: short‑interest entries)
• Negative Sentiment: Regulatory/legal headwinds: reports flagged a €~? / $115M fine in Italy for alleged app‑market issues and ongoing scrutiny — small relative to Apple’s scale but a reminder of regulatory risk. Article Title
• Negative Sentiment: Insider selling activity remains elevated (multiple execs have sold shares in recent months) — creates modest negative headline risk and can weigh on sentiment even as fundamentals remain strong. Article Title

Apple Trading Up 0.5%

Apple stock opened at $273.59 on Friday. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The company’s fifty day moving average price is $272.12 and its two-hundred day moving average price is $241.25. The company has a market capitalization of $4.04 trillion, a price-to-earnings ratio of 36.63, a PEG ratio of 2.56 and a beta of 1.10. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86.

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

Apple Dividend Announcement

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

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.