Apple Inc. $AAPL is Baugh & Associates LLC’s 2nd Largest Position

Baugh & Associates LLC lowered its stake in Apple Inc. (NASDAQ:AAPL) by 3.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 62,248 shares of the iPhone maker’s stock after selling 2,465 shares during the period. Apple makes up approximately 7.9% of Baugh & Associates LLC’s investment portfolio, making the stock its 2nd biggest position. Baugh & Associates LLC’s holdings in Apple were worth $15,729,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Braun Bostich & Associates Inc. grew its position in Apple by 0.8% in the fourth quarter. Braun Bostich & Associates Inc. now owns 6,649 shares of the iPhone maker’s stock worth $1,808,000 after acquiring an additional 52 shares in the last quarter. BFI Infinity Ltd. grew its position in Apple by 200.0% in the fourth quarter. BFI Infinity Ltd. now owns 1,230 shares of the iPhone maker’s stock worth $334,000 after acquiring an additional 2,460 shares in the last quarter. LVW Advisors LLC grew its position in Apple by 3.5% in the fourth quarter. LVW Advisors LLC now owns 140,686 shares of the iPhone maker’s stock worth $38,247,000 after acquiring an additional 4,714 shares in the last quarter. ACT Advisors LLC. grew its position in Apple by 5.2% in the fourth quarter. ACT Advisors LLC. now owns 8,754 shares of the iPhone maker’s stock worth $2,380,000 after acquiring an additional 434 shares in the last quarter. Finally, Worth Asset Management LLC grew its position in Apple by 11.0% in the fourth quarter. Worth Asset Management LLC now owns 19,266 shares of the iPhone maker’s stock worth $5,238,000 after acquiring an additional 1,902 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple joined Anthropic, Microsoft, Amazon and Nvidia in Project Glasswing, a security-focused AI collaboration—this underscores Apple’s participation in enterprise-grade AI/security initiatives and supports its strategy of privacy-integrated AI features. Anthropic Teams With Apple, Microsoft And Nvidia To Test Latest Cybersecurity Tech
• Positive Sentiment: Supply-chain evidence of an AI/hardware cycle is benefiting Apple’s ecosystem: Foxconn’s strong revenue tied to AI demand and reports of elevated Mac Mini orders for on-device AI support point to durable hardware demand beyond any single product. Foxconn Revenue Surges 30% Thanks To AI Boom
• Positive Sentiment: Apple’s MacBook Neo and continued strength in iPhone 17/Mac Mini sales provide alternative growth levers (ecosystem expansion, cheaper device top-of-funnel and high‑margin services), which help cushion the stock against hardware-specific setbacks. Apple’s stock could surge 20%, and the MacBook Neo could be a key catalyst
• Positive Sentiment: Wall Street checks (KeyBanc, Evercore/others) note improving demand signals heading into earnings, which supports the view that near-term headline risk may be temporary versus structural revenue weakness. Is Apple Stock (AAPL) a Buy Ahead of Earnings as Demand Picks Up? KeyBanc Weighs In
• Neutral Sentiment: Bloomberg/TechCrunch reported the foldable iPhone is still targeted for a September launch—this counter-report helped intraday recovery and highlights mixed sourcing; investors must weigh Nikkei’s earlier claims vs. Bloomberg’s. Apple’s foldable iPhone is on track to launch in September, report says
• Neutral Sentiment: Apple filed to seek Supreme Court review in its long-running App Store dispute with Epic—potentially a material legal outcome over time, but an uncertain and prolonged process. Apple plans Supreme Court appeal in Epic Games App Store battle — again
• Negative Sentiment: Multiple outlets (Nikkei, Reuters, Nikkei-sourced stories) reported engineering snags in the foldable iPhone’s testing—hinge and screen durability issues that could push shipments back months. That narrative is the primary near-term reason shares are lower as it threatens a major hardware catalyst. Apple’s foldable iPhone encounters engineering snags, faces potential shipment delays
• Negative Sentiment: China’s Supreme People’s Court upheld key AI patents for Xiao‑I in a dispute with Apple—this raises regulatory and IP risk in a critical market and has already moved investor attention to potential costs or feature limitations in China. Xiao-I (AIXI) Stock Explodes Over 500% Following Major Chinese Supreme Court Victory Against Apple
• Negative Sentiment: App Store growth has slowed (UBS flagged March quarter trends), and any sustained services cooling would pressure valuation since services underpin Apple’s margin resilience. Apple Holds Steady: UBS Keeps Neutral Rating as App Store Growth Slows to 7% in March Quarter

Apple Stock Performance

Apple stock opened at $253.50 on Wednesday. The company has a 50 day moving average price of $260.64 and a 200-day moving average price of $263.76. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The company has a market capitalization of $3.72 trillion, a PE ratio of 32.05, a P/E/G ratio of 2.42 and a beta of 1.11.

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

Apple Announces Dividend

The business 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 payout ratio is currently 13.15%.

Insider Activity at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the sale, the chief executive officer owned 3,280,418 shares of the company’s stock, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O’brien sold 30,002 shares of Apple stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the sale, the senior vice president directly owned 136,810 shares of the company’s stock, valued at $34,934,433.50. This represents a 17.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.06% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently commented on the company. Stifel Nicolaus set a $330.00 price target on Apple in a research report on Monday, March 2nd. Raymond James Financial reiterated a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. TD Cowen reiterated a “buy” rating and issued a $325.00 price target on shares of Apple in a research report on Friday, January 30th. Finally, DA Davidson reiterated a “neutral” rating and issued a $270.00 price target on shares of Apple in a research report on Friday, January 30th. One 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $301.23.

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.