Apple Inc. $AAPL Stock Holdings Trimmed by Evergreen Wealth Management LLC

Evergreen Wealth Management LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 83.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 915 shares of the iPhone maker’s stock after selling 4,756 shares during the period. Evergreen Wealth Management LLC’s holdings in Apple were worth $233,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of AAPL. Straight Path Wealth Management grew its position in Apple by 2.5% in the 3rd quarter. Straight Path Wealth Management now owns 3,572 shares of the iPhone maker’s stock valued at $910,000 after buying an additional 88 shares in the last quarter. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of Apple during the 3rd quarter worth about $2,655,000. Generali Investments Towarzystwo Funduszy Inwestycyjnych lifted its stake in shares of Apple by 8.3% in the 3rd quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 20,820 shares of the iPhone maker’s stock worth $5,301,000 after acquiring an additional 1,600 shares during the period. Human Investing LLC boosted its holdings in shares of Apple by 3.7% in the third quarter. Human Investing LLC now owns 16,849 shares of the iPhone maker’s stock valued at $4,290,000 after acquiring an additional 603 shares in the last quarter. Finally, First Command Advisory Services Inc. boosted its holdings in shares of Apple by 18.4% in the third quarter. First Command Advisory Services Inc. now owns 48,664 shares of the iPhone maker’s stock valued at $12,391,000 after acquiring an additional 7,578 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple will shift some Mac Mini production to a Foxconn plant in Houston and expand U.S. manufacturing capacity, supporting supply-chain resilience and political/geographic diversification. This underpins revenue predictability and reduces single‑country concentration risk. Apple to move some Mac Mini production to U.S. this year
• Positive Sentiment: Shareholders re-elected Apple’s board and approved company proposals at the 2026 annual meeting, signaling continued investor confidence in management and governance continuity. Apple Shareholders Reelect Board and Approve 2026 Proposals
• Positive Sentiment: Prominent investors/strategists are overweight Apple — Seeking Alpha highlights a large-conviction allocation and notes buybacks as an upside support mechanism, which can boost EPS and investor sentiment. Why Daily Stock Picks’ Gary Vaughan Likes Large Cap Tech (And Energy)
• Positive Sentiment: Investors are eyeing Apple’s March 4 product event (iPhone 17E, new MacBooks, etc.) as a potential revenue catalyst; successful launches historically lift sentiment ahead of earnings. Should You Buy Apple Stock Before Its New Product Launch on March 4?
• Neutral Sentiment: New crypto derivatives (tokenized perpetual futures) list Apple as an underlying, widening ways for international traders to gain 24/7 leveraged exposure — may increase trading flows but not company fundamentals. Kraken debuts tokenized stock perpetual futures for non-US traders
• Neutral Sentiment: Analyst coverage is mixed but skewed bullish on balance (multiple buy/outperform ratings and a median 6‑12 month target above current levels); that supports momentum but leaves room for dispersion. Apple Stock: Is AAPL Underperforming the Technology Sector?
• Negative Sentiment: Ongoing concerns about Apple’s slower rollout of AI features into Siri (and competition from Alphabet/others) are flagged as a meaningful growth risk if services/AI monetization lags peers. This “Siri-ous” Problem Could Be the Biggest Threat to Apple Stock
• Negative Sentiment: Geopolitical supply‑chain risk remains elevated after reporting that U.S. intelligence briefed executives on potential China‑Taiwan scenarios — any escalation would threaten Taiwan-based fabs that supply Apple chips. The Reason Tim Cook ‘Sleeps With One Eye Open’

Apple Price Performance

Shares of AAPL opened at $272.14 on Wednesday. The business’s 50-day moving average is $264.79 and its 200-day moving average is $258.74. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The company has a market capitalization of $4.00 trillion, a price-to-earnings ratio of 34.40, a P/E/G ratio of 2.37 and a beta of 1.09. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62.

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

Apple Dividend Announcement

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 $0.26 dividend. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s dividend payout ratio is 13.15%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Stephens set a $315.00 target price on Apple in a research report on Monday, January 26th. Argus set a $325.00 price objective on Apple and gave the stock a “buy” rating in a research note on Friday, October 31st. CLSA upped their price objective on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Royal Bank Of Canada set a $325.00 target price on Apple in a report on Monday, February 2nd. Finally, Rosenblatt Securities boosted their price target on shares of Apple from $250.00 to $267.00 and gave the stock a “neutral” rating in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Apple has an average rating of “Moderate Buy” and an average price target of $292.13.

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.