Apple Inc. $AAPL Shares Sold by Aegis Wealth Management LLC

Aegis Wealth Management LLC lessened its holdings in Apple Inc. (NASDAQ:AAPL) by 21.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,454 shares of the iPhone maker’s stock after selling 3,221 shares during the quarter. Apple comprises approximately 1.8% of Aegis Wealth Management LLC’s investment portfolio, making the stock its 17th largest holding. Aegis Wealth Management LLC’s holdings in Apple were worth $3,114,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Isthmus Partners LLC lifted its holdings in shares of Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after buying an additional 5,808 shares during the period. Sellwood Investment Partners LLC lifted its holdings in shares of Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC lifted its holdings in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares during the period. LSV Asset Management acquired a new stake in Apple during the fourth quarter valued at $65,000. Finally, 49 Wealth Management LLC grew its position in Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after buying an additional 40,543 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

More Apple News

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

Wall Street Analyst Weigh In

Several analysts recently commented on AAPL shares. Bank of America dropped their price target on shares of Apple from $325.00 to $320.00 and set a “buy” rating on the stock in a research report on Monday, March 23rd. Weiss Ratings restated a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. Stifel Nicolaus set a $330.00 price target on shares of Apple in a research report on Monday, March 2nd. Rosenblatt Securities raised their price target on shares of Apple from $267.00 to $268.00 and gave the company a “neutral” rating in a research report on Thursday, March 5th. Finally, KGI Securities upgraded shares of Apple to an “outperform” rating and set a $306.00 price target on the stock in a research report on Friday, January 30th. One equities 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, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $301.23.

Apple Trading Down 2.1%

AAPL stock opened at $253.50 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. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The stock has a market cap of $3.72 trillion, a price-to-earnings ratio of 32.05, a PEG ratio of 2.42 and a beta of 1.11. The business’s 50-day moving average is $260.64 and its 200 day moving average is $263.76.

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. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the previous year, the firm posted $2.40 EPS. Apple’s revenue was up 15.7% compared to the same quarter last year. On average, sell-side analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were given a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio is 13.15%.

Insider Transactions at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of the stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total value of $16,511,984.27. Following the completion of the sale, the chief executive officer directly owned 3,280,418 shares in the company, valued at $833,980,668.14. This represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 the stock in a transaction dated 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 completion of the sale, the senior vice president owned 136,810 shares of the company’s stock, valued at $34,934,433.50. This trade represents a 17.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.06% of the stock is owned by corporate insiders.

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.