Fischer Financial Services Inc. Has $31.85 Million Holdings in Apple Inc. $AAPL

Fischer Financial Services Inc. cut its holdings in Apple Inc. (NASDAQ:AAPL) by 2.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 125,068 shares of the iPhone maker’s stock after selling 2,637 shares during the quarter. Apple comprises 8.6% of Fischer Financial Services Inc.’s portfolio, making the stock its 2nd largest position. Fischer Financial Services Inc.’s holdings in Apple were worth $31,846,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Riverbend Wealth Management LLC boosted its holdings in Apple by 1.4% during the third quarter. Riverbend Wealth Management LLC now owns 23,228 shares of the iPhone maker’s stock worth $5,915,000 after buying an additional 318 shares during the last quarter. Suncoast Equity Management boosted its stake in Apple by 0.6% during the 3rd quarter. Suncoast Equity Management now owns 173,621 shares of the iPhone maker’s stock worth $44,209,000 after acquiring an additional 1,022 shares during the last quarter. Discipline Wealth Solutions LLC grew its holdings in Apple by 30.7% during the third quarter. Discipline Wealth Solutions LLC now owns 20,786 shares of the iPhone maker’s stock valued at $5,293,000 after purchasing an additional 4,877 shares during the period. Lazard Freres Gestion S.A.S. increased its stake in Apple by 2.8% in the third quarter. Lazard Freres Gestion S.A.S. now owns 1,264,285 shares of the iPhone maker’s stock valued at $321,924,000 after purchasing an additional 35,018 shares in the last quarter. Finally, Sterling Investment Counsel LLC boosted its position in shares of Apple by 20.2% during the third quarter. Sterling Investment Counsel LLC now owns 55,887 shares of the iPhone maker’s stock worth $14,231,000 after purchasing an additional 9,400 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Insider Buying and Selling at Apple

In related news, insider Chris Kondo sold 3,752 shares of the stock in a transaction on 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 sale, the insider owned 15,098 shares in the company, valued at approximately $4,095,030.54. This represents a 19.90% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on AAPL. Sanford C. Bernstein set a $325.00 price objective on Apple in a research note on Monday, November 3rd. Seaport Res Ptn upgraded Apple to a “strong-buy” rating in a report on Wednesday, October 1st. Raymond James Financial reissued a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a report on Monday, December 29th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $315.00 target price (up 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-two have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $284.07.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s long-term AI strategy shifted toward a major deal with Google’s Gemini to power the next-generation Siri and Apple Intelligence — a faster route to competitive AI features that could boost services engagement and stickiness. Read More.
• Positive Sentiment: Apple TV+ is showing momentum and is highlighted as a growing threat to Netflix, which supports the case for accelerating services revenue and margin diversification beyond hardware. Read More.
• Neutral Sentiment: Apple remains a core holding inside mega-cap / AI-heavy ETFs that outperformed in 2025; that structural demand supports liquidity and index flows but isn’t a direct company-specific catalyst. Read More.
• Neutral Sentiment: Proposed U.S. bill to expand veteran training in emerging tech names Apple among potential beneficiaries (more skilled talent in semiconductors/AI over time) — long-term, indirect. Read More.
• Negative Sentiment: India issued a final warning that it will proceed with an antitrust case after delays in Apple’s responses — a move that raises regulatory and large‑fine risk in a key market. That adds tangible downside risk to investor sentiment. Read More.
• Negative Sentiment: Cathie Wood’s ARK and other commentators argue Apple’s reliance on Google for core AI models signals strategic weakness — this critique is amplifying short‑term sell‑side debate about Apple’s independence on AI and could pressure the stock. Read More.
• Negative Sentiment: Memory and storage price spikes are creating headwinds for hardware makers; rising component costs could compress iPhone and Mac margins if Apple cannot fully pass them through. Read More.

Apple Stock Down 1.0%

NASDAQ:AAPL opened at $255.53 on Monday. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The firm has a market capitalization of $3.76 trillion, a price-to-earnings ratio of 34.21, a price-to-earnings-growth ratio of 2.39 and a beta of 1.09. 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’s 50 day moving average price is $271.79 and its two-hundred day moving average price is $249.02.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, beating the consensus estimate of $1.74 by $0.11. The business 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 firm’s revenue was up 8.7% on a year-over-year basis. During the same period last year, the business earned $1.64 earnings per share. Equities research analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Stockholders of record on Monday, November 10th were paid 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 was Monday, November 10th. Apple’s 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.