Higgins & Schmidt Wealth Strategies LLC Grows Holdings in Apple Inc. $AAPL

Posted by Defense World Staff on Jan 4th, 2026

Higgins & Schmidt Wealth Strategies LLC raised its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 69.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,429 shares of the iPhone maker’s stock after buying an additional 3,868 shares during the period. Apple accounts for 1.2% of Higgins & Schmidt Wealth Strategies LLC’s investment portfolio, making the stock its 15th biggest holding. Higgins & Schmidt Wealth Strategies LLC’s holdings in Apple were worth $2,401,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the company. Financial Futures Ltd Liability Co. increased its holdings in Apple by 13.2% in the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after acquiring an additional 415 shares during the last quarter. Monarch Capital Management Inc. lifted its holdings in Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after purchasing an additional 2,920 shares during the last quarter. American National Bank & Trust boosted its position in Apple by 2.4% during the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock worth $40,107,000 after purchasing an additional 4,543 shares during the period. Riverwater Partners LLC increased its stake in shares of Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after purchasing an additional 819 shares in the last quarter. Finally, Andina Capital Management LLC raised its position in shares of Apple by 209.2% in the first quarter. Andina Capital Management LLC now owns 6,786 shares of the iPhone maker’s stock valued at $1,507,000 after purchasing an additional 4,591 shares during the period. Institutional investors own 67.73% of the company’s stock.

Apple Price Performance

NASDAQ:AAPL opened at $271.01 on Friday. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The stock has a fifty day moving average of $273.66 and a 200 day moving average of $244.63. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. The firm has a market capitalization of $4.00 trillion, a price-to-earnings ratio of 36.28, a P/E/G ratio of 2.54 and a beta of 1.09.

Apple (NASDAQ:AAPL – Get Free Report) last announced its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share 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 business had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. During the same period in the prior year, the company earned $1.64 EPS. The company’s quarterly revenue was up 8.7% compared to the same quarter last year. On average, research analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

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

More Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: OpenAI CEO Sam Altman publicly naming Apple as a long‑term rival in AI underscores investor interest in Apple’s AI roadmap and ecosystem positioning — a potential tailwind for Services and device differentiation. Why Sam Altman Sees Apple (AAPL) as the Real Rival to ChatGPT
Positive Sentiment: Rumors that the AirPods Pro 3 could gain infrared cameras suggest faster hardware refreshes and new features for wearables — a boost to Apple’s product-cycle narrative and Services monetization potential. Apple’s (AAPL) AirPods Pro 3 May Soon Get Infrared Cameras
Positive Sentiment: Earnings previews point to continued margin expansion and a projected high‑single‑digit rise in profitability for the upcoming quarter — supportive of near‑term earnings expectations. Apple Earnings Preview: What to Expect
Neutral Sentiment: Corporate governance update — Apple appointed Ben Borders as Principal Accounting Officer. Routine leadership changes can slightly reassure on controls but are unlikely to move valuation materially. Apple appoints Ben Borders as principal accounting officer
Neutral Sentiment: General market commentary and search interest pieces (e.g., Benzinga lists) show continued retail attention on AAPL but don’t imply immediate fundamental change. EXCLUSIVE: December’s 12 Most-Searched Tickers On Benzinga Pro – Where Do Tesla, Micron, Apple Stock Rank
Negative Sentiment: Multiple reports say Apple has cut Vision Pro production and pulled back marketing after weaker‑than‑expected demand. That reduces near‑term hardware revenue upside and raises questions on the timing of returns from spatial‑computing investments. Apple cuts Vision Pro production and marketing after weak sales
Negative Sentiment: Raymond James resumed coverage but moved to a market‑perform (neutral) rating, explicitly flagging limited upside given current valuation — a sentiment that can temper momentum and institutional buying. Raymond James resumes Apple coverage, flags limited upside at current valuation
Negative Sentiment: Opinion pieces and a multi‑factor analysis (Forbes and others) suggesting reduced exposure highlight valuation risk — investors may trim positions if they believe upside is capped relative to premium multiples. Is It Time To Reduce Exposure To Apple Stock?

Insider Activity at Apple

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

Wall Street Analyst Weigh In

Several research analysts recently commented on the stock. Citigroup reaffirmed a “buy” rating and issued a $330.00 price objective (up from $315.00) on shares of Apple in a report on Tuesday, December 9th. Loop Capital restated a “buy” rating and set a $325.00 target price (up previously from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Wall Street Zen lowered Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. DA Davidson lifted their price target on Apple from $250.00 to $270.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. Finally, Jefferies Financial Group reissued a “hold” rating and set a $283.36 price objective on shares of Apple in a report on Wednesday, December 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $283.92.

View Our Latest Analysis on Apple

Apple Profile

(Free Report)

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.