Apple Inc. $AAPL Stock Holdings Trimmed by Westwood Wealth Management

Westwood Wealth Management cut its holdings in Apple Inc. (NASDAQ:AAPL) by 59.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 47,284 shares of the iPhone maker’s stock after selling 69,589 shares during the quarter. Apple comprises 4.4% of Westwood Wealth Management’s holdings, making the stock its 7th largest position. Westwood Wealth Management’s holdings in Apple were worth $12,040,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. ROSS JOHNSON & Associates LLC grew its position in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC lifted its stake in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after buying an additional 200 shares during the period. LSV Asset Management purchased a new stake in shares of Apple during the fourth quarter valued at $65,000. Morgan Dempsey Capital Management LLC increased its position in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after acquiring an additional 125 shares during the period. Finally, HFM Investment Advisors LLC acquired a new position in shares of Apple in the 1st quarter valued at $99,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on AAPL. DZ Bank raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a research report on Tuesday, November 4th. Wall Street Zen downgraded Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Raymond James Financial reiterated a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. DA Davidson reissued a “neutral” rating and set a $270.00 price target on shares of Apple in a research report on Friday, January 30th. Finally, Stephens set a $315.00 price objective on shares of Apple in a research note on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $291.70.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong fundamentals and analyst support — Wall Street analysts are reiterating buys and raising price targets after Apple’s strong quarter and iPhone 17 demand, which underpins revenue and margin upside. Apple Inc.: Reaffirmed Buy on Strengthening Services Ecosystem and Broad-Based App Store Recovery
• Positive Sentiment: AI/tooling integration that can boost developer ecosystem — Apple added agentic coding support (Anthropic’s Claude Agent and OpenAI’s Codex) to Xcode, which could accelerate app development and stickiness in the App Store over time. Apple adds agents from Anthropic and OpenAI to its coding tool
• Positive Sentiment: Sentiment drivers and media endorsements — high-profile bullish commentary (e.g., Jim Cramer) and inflows into innovation ETFs that include Apple support near‑term momentum and investor confidence. Jim Cramer Says “I Think Apple’s Quarter Was Fantastic and Its Future Remains Bright”
• Neutral Sentiment: Content/brand initiatives — Apple TV+ will debut Mattel’s “Matchbox The Movie” in October; small for near‑term revenues but supports services/brand extension. Apple TV sets October launch for Mattel’s ‘Matchbox’ car movie
• Neutral Sentiment: Market chatter and unusual data points — several feeds report odd/zero short‑interest figures for February (likely data noise) and high search/activity around AAPL; useful for gauging retail attention but not a direct fundamental catalyst.
• Negative Sentiment: AI talent drain — reports Apple has lost several AI researchers to Meta and Google, which raises execution risk for long‑term AI initiatives versus better-funded rivals. Apple Loses More AI Researchers to Meta and Google
• Negative Sentiment: Supply competition from AI chip demand — TSMC capacity is being stretched by Nvidia’s AI ramp, which could pressure Apple’s manufacturing cadence or component availability if capacity constraints persist. Nvidia’s AI Takeover Leaves Apple Fighting for Supply

Apple Price Performance

Shares of NASDAQ AAPL opened at $269.48 on Wednesday. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The firm’s 50 day simple moving average is $268.11 and its 200-day simple moving average is $252.84. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The stock has a market capitalization of $3.96 trillion, a price-to-earnings ratio of 34.07, a PEG ratio of 2.41 and a beta of 1.09.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. The company had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm’s revenue was up 15.7% on a year-over-year basis. During the same quarter last year, the business earned $2.40 earnings per share. Analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Monday, February 9th will be issued a $0.26 dividend. The ex-dividend date of this dividend is Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s dividend payout ratio is presently 13.15%.

Insider Transactions at Apple

In other Apple news, insider Chris Kondo sold 3,752 shares of the firm’s stock in a transaction that occurred 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 directly owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. This trade represents a 19.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.06% of the company’s stock.

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.