Foguth Wealth Management LLC. Takes $8.20 Million Position in Apple Inc. $AAPL

Foguth Wealth Management LLC. acquired a new position in Apple Inc. (NASDAQ:AAPL) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 30,252 shares of the iPhone maker’s stock, valued at approximately $8,199,000. Apple comprises approximately 1.3% of Foguth Wealth Management LLC.’s portfolio, making the stock its 25th largest position.

Several other large investors have also recently bought and sold shares of AAPL. Monarch Capital Management Inc. lifted its position in Apple by 4.6% in the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after purchasing an additional 2,920 shares during the period. Riverwater Partners LLC lifted its holdings in shares of Apple by 17.9% during the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after acquiring an additional 819 shares during the period. Highland Capital Management LLC boosted its position in shares of Apple by 2.2% during the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock valued at $101,301,000 after acquiring an additional 8,446 shares in the last quarter. Citizens Financial Group Inc. RI boosted its position in shares of Apple by 48.4% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock valued at $363,256,000 after acquiring an additional 465,393 shares in the last quarter. Finally, Tufton Capital Management increased its stake in Apple by 4.3% in the third quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker’s stock valued at $25,496,000 after acquiring an additional 4,157 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: China strength: iPhone sales in China jumped ~23% in the first nine weeks of 2026, outpacing a weak local market and supporting Apple’s revenue and unit growth prospects in a key market. Apple’s China smartphone sales jump 23%
• Positive Sentiment: Product demand: Apple’s Mac had its best-ever launch week for first-time customers, signaling continued strength in Mac demand that can help hardware revenue mix. Apple Mac sees best ever launch week
• Positive Sentiment: Legal win on Apple Watch: A U.S. trade tribunal preliminarily ruled redesigned Apple Watches don’t infringe Masimo patents, fending off a renewed import ban and removing a regulatory/shutdown risk for Watch shipments. Apple Watch clears key patent challenge
• Positive Sentiment: AI/App Store monetization: Reporting suggests Apple made ~$900M from AI-related App Store activity last year and could top $1B soon — a recurring, high-margin revenue stream that supports services growth. Apple made $900M from AI
• Neutral Sentiment: CEO outreach: Tim Cook’s China visit reinforces focus on local partnerships and regulatory navigation — positive strategically but not an immediate earnings catalyst. Tim Cook’s China visit
• Neutral Sentiment: New integrations and content deals (Apple Health integrations, Apple TV sports/content deals) expand ecosystem stickiness but their near-term revenue impact is uncertain. Apple Health integrates with Perplexity Health
• Negative Sentiment: Security risk: Researchers flagged the “DarkSword” iOS exploit and related spyware/ghostblade campaigns targeting crypto wallets; Apple has issued alerts and pushed patches — security scares can dent consumer confidence and spur short-term churn or support costs. DarkSword iPhone exploit threatens wallets
• Negative Sentiment: Market sentiment and positioning: Some AI-driven price models are bearish for Q2 and there’s visible insider selling and mixed analyst positioning — these contribute to short-term selling pressure. AI sets Apple stock price for Q2 2026

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the stock. Sanford C. Bernstein reissued an “outperform” rating on shares of Apple in a research report on Wednesday, March 4th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Rosenblatt Securities increased their target price on Apple from $267.00 to $268.00 and gave the stock a “neutral” rating in a report on Thursday, March 5th. Scotiabank set a $330.00 target price on Apple in a research report on Monday, February 2nd. Finally, Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $297.58.

Apple Trading Down 0.4%

Shares of AAPL opened at $247.99 on Friday. 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 has a market cap of $3.64 trillion, a price-to-earnings ratio of 31.35, a PEG ratio of 2.21 and a beta of 1.10. The stock has a fifty day moving average price of $260.99 and a two-hundred day moving average price of $262.20. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62.

Apple (NASDAQ:AAPL) last announced its 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. 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 quarter in the prior year, the business earned $2.40 earnings per share. The business’s revenue for the quarter was up 15.7% on a year-over-year basis. Analysts predict that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

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

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.