Apexium Financial LP Has $60.87 Million Stock Holdings in Apple Inc. $AAPL

Apexium Financial LP lessened its position in Apple Inc. (NASDAQ:AAPL) by 2.2% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 239,070 shares of the iPhone maker’s stock after selling 5,428 shares during the period. Apple makes up 3.0% of Apexium Financial LP’s holdings, making the stock its 5th largest position. Apexium Financial LP’s holdings in Apple were worth $60,874,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Vanguard Group Inc. lifted its holdings in Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock valued at $290,506,933,000 after acquiring an additional 15,141,995 shares during the last quarter. State Street Corp boosted its position in shares of Apple by 0.9% during 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 purchasing an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC grew its stake 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 worth $72,506,336,000 after purchasing an additional 4,942,638 shares during the last quarter. Norges Bank bought a new stake in shares of Apple in the 2nd quarter worth approximately $38,942,255,000. Finally, Northern Trust Corp raised its holdings in shares of Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock worth $42,918,365,000 after purchasing an additional 20,079,472 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: CEO Tim Cook publicly dismissed retirement rumors and reinforced his commitment to Apple’s roadmap and upcoming AI milestones, reducing leadership uncertainty that had weighed on sentiment. Tim Cook squashes retirement rumors, says he ‘can’t imagine life without Apple’
• Positive Sentiment: Product refreshes: Apple unveiled AirPods Max 2 with upgraded features (H2 chip, improved ANC, live translation), and expanded its MacBook lineup with M5 chips — news that supports hardware revenue and drew an Evercore reaffirmation of Outperform. Apple unveils second-generation AirPods Max at $549, more than five years after debut
• Positive Sentiment: Strategic M&A: Apple acquired MotionVFX, a Final Cut Pro plugin maker, strengthening its creator tools and services ecosystem — a move that can help services/subscriptions monetization for pro users. Apple acquires video editing software company MotionVFX
• Positive Sentiment: Brand extensions: Beats launched Nike‑branded earbuds in a first hardware collaboration, showing continued diversification of accessory demand and co‑branding opportunities. Apple’s Beats Launches Nike‑Branded Earbuds in Its First‑Ever Hardware Collaboration
• Neutral Sentiment: Macro/market flows: A broader shift of investor interest toward value ETFs (amid geopolitical uncertainty) is altering sector flows; not Apple‑specific but can affect relative demand for large growth names. 2 ETFs Have Similar Names. Their Performances Couldn’t Be More Different.
• Neutral Sentiment: Supply‑chain & supplier notes: Nvidia/Samsung foundry news and Foxconn’s mixed results keep focus on Apple’s manufacturing partners — potential upside if foundry capacity and iPhone assembly remain robust, but margins/supply risks persist. Samsung shares rise after Nvidia’s Huang flags tie-up on new AI chips
• Neutral Sentiment: Short‑interest notices in March appear inconsistent/immaterial in the data reported and are unlikely to be a driver today.
• Negative Sentiment: Reputational/operational criticism: Elon Musk publicly called iOS app‑review delays “ridiculous,” reigniting debate about App Store policy and developer friction — a potential negative for developer relations and platform perception. Elon Musk Has One Word for This Apple Problem: ‘Ridiculous’
• Negative Sentiment: Relative performance pressure: Coverage noting Apple has lagged some peers (Magnificent 7 commentary) underscores investor concerns about AI leadership and near‑term growth vs. names like Nvidia, which can cap multiple expansion. NVIDIA Leads Magnificent 7 Stocks in March while Apple and Tesla Slide

Apple Trading Up 0.6%

Shares of NASDAQ AAPL opened at $254.23 on Wednesday. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The company has a market cap of $3.73 trillion, a PE ratio of 32.14, a P/E/G ratio of 2.26 and a beta of 1.10. The company has a 50-day moving average of $261.63 and a two-hundred day moving average of $262.04. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62.

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

Apple Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th 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 of this dividend was Monday, February 9th. Apple’s dividend payout ratio is 13.15%.

Wall Street Analyst Weigh In

AAPL has been the subject of a number of research reports. UBS Group restated a “neutral” rating on shares of Apple in a report on Wednesday, March 4th. Barclays upped their price target on Apple from $239.00 to $248.00 and gave the company an “underweight” rating in a report on Tuesday, March 3rd. Citigroup reissued a “buy” rating and set a $315.00 price objective (down from $330.00) on shares of Apple in a research note on Tuesday, January 20th. KeyCorp restated a “sector weight” rating on shares of Apple in a report on Thursday, March 12th. Finally, Loop Capital reaffirmed a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Apple has an average rating of “Moderate Buy” and a consensus target price of $297.58.

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.