Apple Inc. $AAPL Stock Holdings Lessened by Windward Capital Management Co. CA

Windward Capital Management Co. CA cut its stake in shares of Apple Inc. (NASDAQ:AAPL) by 3.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 805,194 shares of the iPhone maker’s stock after selling 24,650 shares during the period. Apple accounts for approximately 16.3% of Windward Capital Management Co. CA’s holdings, making the stock its biggest holding. Windward Capital Management Co. CA’s holdings in Apple were worth $205,027,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AAPL. Millington Financial Advisors LLC raised its stake in shares of Apple by 32.3% in the 3rd quarter. Millington Financial Advisors LLC now owns 8,937 shares of the iPhone maker’s stock worth $2,213,000 after buying an additional 2,181 shares in the last quarter. Colton Groome Financial Advisors LLC increased its position in shares of Apple by 1.9% in the third quarter. Colton Groome Financial Advisors LLC now owns 27,148 shares of the iPhone maker’s stock worth $6,913,000 after acquiring an additional 494 shares in the last quarter. BIP Wealth LLC boosted its stake in Apple by 24.6% in the 3rd quarter. BIP Wealth LLC now owns 76,793 shares of the iPhone maker’s stock worth $19,554,000 after purchasing an additional 15,177 shares during the period. Fiducient Advisors LLC grew its holdings in shares of Apple by 15.9% during the third quarter. Fiducient Advisors LLC now owns 22,943 shares of the iPhone maker’s stock valued at $5,842,000 after buying an additional 3,148 shares in the last quarter. Finally, Heritage Financial Services LLC grew its stake in Apple by 2.9% during the 3rd quarter. Heritage Financial Services LLC now owns 41,904 shares of the iPhone maker’s stock valued at $10,670,000 after acquiring an additional 1,184 shares in the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Reports that Apple is accelerating development of three AI wearables (smart glasses, an AI pendant and camera-equipped AirPods) are being priced as a new growth path beyond the iPhone — a potential high‑margin ecosystem extension that traders rewarded. Apple is reportedly cooking up a trio of AI wearables
• Positive Sentiment: Street bullishness remains: Wedbush and other bullish analysts reiterated high price targets (e.g., $350), and commentators argue Apple’s measured AI approach could unlock substantial value — supporting upside sentiment despite recent volatility. Dan Ives Says Apple’s AI Alone Could Be Worth $1.5 Trillion
• Positive Sentiment: Upcoming March 4 product event and strong Q1 results (record revenue / iPhone strength) give investors a near-term catalyst and sentiment support ahead of new-device reveals. Apple Gears Up For ‘Special Experience’ Event On March 4: Here’s What To Expect
• Neutral Sentiment: Macro/positioning notes — Apple’s correlation with the Nasdaq has fallen to multi‑decade lows, which can make it a relative “safe-haven” inside big tech but also means different performance drivers than pure AI plays. Apple’s AI Strategy Offers Alternative for Investors
• Neutral Sentiment: Product extensions (Apple Pay installments; car keys expanding to Toyota) are incremental service/UX positives but unlikely to move the needle alone. Apple Set to Bring Car Keys Function to Toyota Vehicles
• Negative Sentiment: Berkshire Hathaway trimmed its Apple stake in the latest 13F — continuing a multi‑quarter pattern of selling. Large‑holder trimming, even if incremental, can pressure sentiment and headline-driven flows. Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN
• Negative Sentiment: Investor anxiety about delayed Siri upgrades, reported regulatory scrutiny and recent insider selling have driven part of the recent pullback — these are the main negative narratives investors cite when selling into volatility. Apple’s $2.84 Earnings Beat Can’t Overcome Siri Delay Concerns

Apple Trading Up 0.2%

Shares of Apple stock opened at $264.35 on Thursday. The stock’s 50-day simple moving average is $265.62 and its 200 day simple moving average is $256.97. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The stock has a market capitalization of $3.88 trillion, a P/E ratio of 33.42, a P/E/G ratio of 2.35 and a beta of 1.09. 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 (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping 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 analysts’ expectations of $138.25 billion. During the same quarter in the previous year, the company earned $2.40 EPS. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. As a group, research analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

Analysts Set New Price Targets

Several research firms recently weighed in on AAPL. TD Cowen reissued a “buy” rating and set a $325.00 price objective on shares of Apple in a research note on Friday, January 30th. Citigroup restated a “buy” rating and set a $315.00 target price (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. Stephens set a $315.00 target price on Apple in a research note on Monday, January 26th. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a report on Monday, December 29th. Finally, DZ Bank raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a research report on Tuesday, November 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Apple presently has an average rating of “Moderate Buy” and a consensus price target of $292.13.

About Apple

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.