Apple Inc. $AAPL Shares Sold by GLOBALT Investments LLC GA

GLOBALT Investments LLC GA trimmed its position in shares of Apple Inc. (NASDAQ:AAPL) by 3.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 125,773 shares of the iPhone maker’s stock after selling 4,896 shares during the period. Apple comprises about 1.2% of GLOBALT Investments LLC GA’s portfolio, making the stock its 20th biggest position. GLOBALT Investments LLC GA’s holdings in Apple were worth $32,026,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Kingstone Capital Partners Texas LLC boosted its stake in shares of Apple by 573,627.2% during 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 acquiring an additional 205,656,808 shares in the last quarter. Norges Bank acquired a new position in shares of Apple during the 2nd quarter worth approximately $38,942,255,000. Nuveen LLC purchased a new stake in shares of Apple in the first quarter valued at $17,472,482,000. PKS Advisory Services LLC lifted 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 in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its stake in shares of Apple by 20,464.8% during the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after buying an additional 26,937,401 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Multi-year performance reminder: a recent review shows how much investors would have made owning Apple over the last five years, reinforcing Apple’s track record of shareholder returns and supporting buy-and-hold sentiment. Here’s How Much You Would Have Made Owning Apple Stock In The Last 5 Years
• Positive Sentiment: Analyst bullish case on “invisible” AI: top analysts argue Apple’s quiet, system-level AI approach (so-called “invisible AI”) could drive steady services and device differentiation into 2026, a potential catalyst for upside over time if execution continues. Apple’s ‘Invisible AI’ Strategy Is Why 5-Star Analyst Dan Ives Sees Upside Into 2026
• Positive Sentiment: Services/fitness teaser could lift recurring revenue: Apple dropped a cryptic teaser for Apple Fitness+, signaling “something big” in 2026 — any meaningful subscription expansion or pricing/packaging update would be a durable top-line driver. Apple drops cryptic teaser for Apple Fitness+: ‘Something big is coming’ in 2026 – 9to5Mac
• Positive Sentiment: Consumer demand signals remain mixed but supportive: reports and commentary suggest Gen Z adoption of “Apple tech” remains a behavioral tailwind for iPhone/Accessories adoption and seasonal strength in devices. That consumer interest can help offset hardware-specific softness. Gen Z is embracing millennial fashion, celebrity skincare, and Apple tech in 2026
• Neutral Sentiment: Potential regulatory/trade implications: a proposed Digital Trade Promotion Act (S.3399) highlights evolving digital trade rules (data flow, IP, cross‑border digital services) that could affect Apple’s services and international operations — monitor legislative progress but no immediate stock-moving event yet. New Bill: Senator Todd Young introduces S. 3399: Digital Trade Promotion Act of 2025
• Negative Sentiment: Vision Pro demand disappointment: multiple outlets report Apple is cutting Vision Pro production and reducing marketing after weak initial sales — high price, limited apps and comfort issues raise questions about near-term revenue from this hardware category and increased inventory/markdown risk. Apple cuts Vision Pro production and marketing after weak sales
• Negative Sentiment: Major shareholder trimming: reports show Berkshire Hathaway is selling Apple shares and reallocating into AI-focused names — sales by a high-profile holder can pressure sentiment and create headline-driven selling even if underlying fundamentals remain unchanged. Berkshire Is Selling Apple Stock and Buying This Other Magnificent Artificial Intelligence (AI) Stock Instead

Insider Buying and Selling

In related news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion of the transaction, the insider directly owned 15,098 shares of the company’s stock, valued at $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Kevan Parekh sold 4,199 shares of the firm’s stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the completion of the sale, the chief financial officer directly owned 8,765 shares of the company’s stock, valued at approximately $2,168,373.35. This represents a 32.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.06% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on AAPL shares. Rosenblatt Securities raised their target price on shares of Apple from $241.00 to $250.00 and gave the stock a “neutral” rating in a research report on Friday, October 31st. CLSA upped their price objective on shares of Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Wedbush set a $350.00 price target on Apple and gave the stock an “outperform” rating in a research note on Monday, December 8th. UBS Group reissued a “neutral” rating on shares of Apple in a research note on Monday, December 8th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $315.00 price objective (up previously from $305.00) on shares of Apple in a research note on Wednesday, December 17th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $283.92.

Apple Stock Performance

NASDAQ:AAPL opened at $271.86 on Friday. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. The firm’s fifty day simple moving average is $273.49 and its 200 day simple moving average is $243.79. The firm has a market capitalization of $4.02 trillion, a PE ratio of 36.39, a PEG ratio of 2.54 and a beta of 1.09. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62.

Apple (NASDAQ:AAPL) last issued its quarterly 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. 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 analyst estimates of $101.65 billion. During the same period in the previous year, the company earned $1.64 earnings per share. The company’s quarterly revenue was up 8.7% compared to the same quarter last year. On average, sell-side analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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