Shrier Wealth Management LLC Purchases Shares of 13,738 Apple Inc. $AAPL

Shrier Wealth Management LLC purchased a new stake in Apple Inc. (NASDAQ:AAPL) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 13,738 shares of the iPhone maker’s stock, valued at approximately $3,735,000. Apple comprises approximately 1.5% of Shrier Wealth Management LLC’s portfolio, making the stock its 18th biggest holding.

Other large investors have also recently added to or reduced their stakes in the company. Isthmus Partners LLC lifted its stake in shares of Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after buying an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC lifted its stake in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC lifted its stake in shares of 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 buying an additional 180 shares during the last quarter. LSV Asset Management acquired a new stake in shares of Apple during the 4th quarter worth about $65,000. Finally, 49 Wealth Management LLC lifted its stake in shares of Apple by 15.7% during the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after buying an additional 40,543 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Price Performance

Shares of NASDAQ AAPL opened at $260.48 on Monday. The company has a market capitalization of $3.82 trillion, a P/E ratio of 32.93, a price-to-earnings-growth ratio of 2.47 and a beta of 1.11. Apple Inc. has a 52-week low of $186.06 and a 52-week high of $288.62. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The company’s 50 day moving average price is $260.76 and its 200-day moving average price is $263.88.

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

Apple Dividend Announcement

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

Insider Activity at Apple

In other Apple news, SVP Deirdre O’brien sold 30,002 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the transaction, the senior vice president directly owned 136,810 shares of the company’s stock, valued at approximately $34,934,433.50. The trade was a 17.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of the business’s stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. This trade represents a 1.94% decrease in their ownership of the stock. 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. 0.06% of the stock is currently owned by insiders.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Market share gains: Counterpoint/Reuters data show Apple led global smartphone shipments in Q1 with about 21% share and 5% year‑over‑year growth — a signal of resilient iPhone demand that underpins revenue and margin outlooks. Apple leads global smartphone shipments
• Positive Sentiment: Supplier strength: TSMC reported a 35% jump in Q1 revenue on AI chip demand — good for Apple’s advanced chip supply continuity and pricing leverage for devices using leading-node silicon. TSMC revenue surges
• Positive Sentiment: Services distribution lift: Apple TV becoming available as a paid add‑on on Amazon Prime Video in the U.S. expands services reach and monetization channels for Apple’s content/subscription ecosystem. Apple TV lands on Amazon Prime Video
• Neutral Sentiment: Options activity: Reports of unusual bullish options flow suggest some investors are positioning for upside, but options can amplify short‑term moves without changing fundamentals. Unusual Activity in Apple Options Today
• Neutral Sentiment: Institutional moves: Coverage notes Israel Englander trimmed a Millennium position and other filings show insider sales — routine portfolio rebalancing that merits monitoring but not necessarily a directional signal alone. Israel Englander Trims Stake
• Negative Sentiment: Retail/ labor risk: Apple will close three U.S. mall stores in June including its first unionized location in Towson, Maryland. The move raises labor‑relations and PR concerns and highlights brick‑and‑mortar pressure — a small revenue line but reputational and employee‑relation risk. Apple to shutter its first unionized US store
• Negative Sentiment: Earnings/forecast downside: Jefferies flagged a possible slight March‑quarter miss (weaker iPhone sales, higher memory costs) and Erste lowered FY2027 EPS estimates — both could pressure near‑term sentiment ahead of formal guidance. Apple set to deliver slight earnings miss
• Negative Sentiment: Product timing concerns: Ongoing reports about foldable iPhone technical challenges and potential delays keep some investors cautious about the next major product catalyst. Foldable iPhone remains on track

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. UBS Group restated a “neutral” rating on shares of Apple in a research note on Wednesday, March 4th. JPMorgan Chase & Co. lifted their price objective on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Phillip Securities upgraded shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. KeyCorp reiterated a “sector weight” rating on shares of Apple in a research note on Thursday, March 12th. Finally, Wedbush reiterated an “outperform” rating and issued a $350.00 price objective on shares of Apple in a research note on Friday, March 27th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $301.23.

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.