Ironwood Wealth Management LLC. Trims Stock Position in Apple Inc. $AAPL

Ironwood Wealth Management LLC. trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 4.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 163,648 shares of the iPhone maker’s stock after selling 8,258 shares during the period. Apple accounts for about 14.0% of Ironwood Wealth Management LLC.’s investment portfolio, making the stock its 2nd biggest holding. Ironwood Wealth Management LLC.’s holdings in Apple were worth $41,670,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Apple by 1.1% during the second 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 increased its stake in shares of Apple by 0.9% in the 2nd 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 raised its position in shares of Apple by 1.4% in the 2nd 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. Norges Bank acquired a new stake in shares of Apple in the 2nd quarter valued at approximately $38,942,255,000. Finally, Northern Trust Corp boosted its stake in Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock worth $42,918,365,000 after acquiring an additional 20,079,472 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on AAPL shares. Melius Research set a $345.00 target price on shares of Apple in a research note on Friday, October 31st. Oppenheimer reissued a “market perform” rating on shares of Apple in a report on Friday, January 30th. Loop Capital reaffirmed a “buy” rating and set a $325.00 price objective (up previously from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. CLSA boosted their target price on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Finally, Evercore ISI reaffirmed an “outperform” rating on shares of Apple in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $291.70.

Insider Buying and Selling

In related news, insider Chris Kondo sold 3,752 shares of the stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $271.23, for a total transaction 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 approximately $4,095,030.54. This represents a 19.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.06% of the company’s stock.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Record iPhone quarter and strong Q1 results are being highlighted by the market as the core fundamental catalyst — investors are treating better‑than‑expected revenue and what outlets call Apple’s biggest iPhone quarter as confirmation the company can still deliver durable hardware growth. Apple Just Had The Biggest Quarter In iPhone History
• Positive Sentiment: Analyst support and upgrades are lifting sentiment — firms including Goldman Sachs reaffirmed bullish views (with a $330 target) and separate upgrades have been reported, which fuels buying after the earnings beat. Apple Inc.: Reaffirmed Buy on Strengthening Services Ecosystem and Broad-Based App Store Recovery
• Positive Sentiment: High‑profile bullish commentary (Jim Cramer and other outlets) and favorable coverage of Tim Cook’s tone after the quarter are amplifying momentum and drawing retail and momentum flows. Jim Cramer on Apple: “The Pessimists Are Starting to Tremble”
• Neutral Sentiment: Product and developer ecosystem moves (Apple adding agentic coding agents from Anthropic and OpenAI to Xcode) are constructive for developer engagement and long‑run AI positioning, but they’re a longer‑term positive rather than an immediate earnings driver. Apple adds agents from Anthropic and OpenAI to its coding tool
• Neutral Sentiment: Content/streaming slate news (Apple TV+ setting an October launch for a Mattel ‘Matchbox’ movie) is a small, timing‑specific positive for services engagement but unlikely to move fundamentals materially near term. Apple TV sets October launch for Mattel’s ‘Matchbox’ car movie
• Neutral Sentiment: Reports that Alphabet declined to discuss details of the Google‑Apple AI arrangement add opacity around a key partner relationship; this raises uncertainty but hasn’t produced concrete changes to Apple’s stated roadmap. Alphabet won’t talk about the Google-Apple AI deal, even to investors
• Negative Sentiment: Regulatory risk — the DOJ’s renewed antitrust push around Google/Chrome and challenges to the court’s decision (which also touches on Google’s default search relationship with Apple) is the main near‑term downside risk. Any adverse outcome that forces changes to the Google default agreement could hit Apple’s services/search economics. DOJ Reignites Antitrust Fight Against Google, Challenges Court’s Refusal To Force Chrome Sale

Apple Stock Performance

Shares of AAPL stock opened at $276.49 on Thursday. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company’s fifty day simple moving average is $268.09 and its 200-day simple moving average is $253.01. The firm has a market cap of $4.06 trillion, a PE ratio of 34.95, a P/E/G ratio of 2.41 and a beta of 1.09. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87.

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

Apple Dividend Announcement

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

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.