Apple Inc. $AAPL is Net Worth Advisory Group’s Largest Position

Net Worth Advisory Group increased its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 318.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 55,314 shares of the iPhone maker’s stock after acquiring an additional 42,102 shares during the quarter. Apple makes up about 3.0% of Net Worth Advisory Group’s holdings, making the stock its largest position. Net Worth Advisory Group’s holdings in Apple were worth $15,038,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the stock. Family Wealth Partners LLC bought a new stake in shares of Apple in the 4th quarter worth approximately $218,000. Capital Investment Advisors LLC lifted its holdings in Apple by 1.3% during the 4th quarter. Capital Investment Advisors LLC now owns 475,784 shares of the iPhone maker’s stock worth $129,347,000 after purchasing an additional 6,239 shares in the last quarter. Dakota Wealth Management lifted its holdings in shares of Apple by 10.6% in the fourth quarter. Dakota Wealth Management now owns 641,622 shares of the iPhone maker’s stock worth $174,431,000 after buying an additional 61,670 shares in the last quarter. Adamsbrown Wealth Consultants LLC lifted its stake in Apple by 0.4% in the 4th quarter. Adamsbrown Wealth Consultants LLC now owns 26,256 shares of the iPhone maker’s stock worth $7,138,000 after purchasing an additional 110 shares in the last quarter. Finally, Avaii Wealth Management LLC grew its position in Apple by 3.6% during the fourth quarter. Avaii Wealth Management LLC now owns 18,289 shares of the iPhone maker’s stock worth $4,972,000 after buying an additional 643 shares in the last quarter. Institutional investors own 67.73% of the company’s stock.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Top investor endorsement — Billionaire Ken Griffin lists Apple among his five best stock picks, highlighting institutional conviction and potential buying support. 5 Best Stocks to Buy According to Billionaire Ken Griffin
• Positive Sentiment: Analyst backing — Bank of America reiterates a Buy and cites accelerating services growth and on‑device AI upside, supporting a premium valuation thesis and positive analyst flow. Apple: Accelerating Services Growth and On‑Device AI Upside Support Premium Valuation and Buy Rating
• Positive Sentiment: U.S. manufacturing boost — Apple expands its U.S. manufacturing program with a reported $400M investment, a politically favorable move that can reduce supply risk and support margin/PR. Apple Inc. (AAPL) expands US manufacturing program with $400M investment
• Neutral Sentiment: Positive narrative around Apple at 50 — Extensive coverage of Apple’s 50th anniversary reminds investors of the company’s long-term durability, but raises governance/succession questions that are medium‑term rather than catalytic. Apple At 50 Weighs AI Partnerships Satellite Ties And Succession
• Neutral Sentiment: AI positioning debate — Coverage highlights a strategic pivot toward opening Siri to third‑party AI assistants and other AI moves; this reduces long-term AI execution risk but timing and monetization remain uncertain. Apple’s AI Strategy Is Pivoting. Here’s Why That Could Be Great News for the Stock.
• Negative Sentiment: Satellite dependency risk — Reports that Amazon is in talks to buy Globalstar (Apple’s satellite partner for Emergency SOS/messaging) raise competitive and supply‑chain uncertainty for Apple’s satellite features. Amazon Lines Up Deal to Rival SpaceX’s Starlink: Report. Why Apple Could Be a Problem.
• Negative Sentiment: Valuation pressure — Commentary points to a rich trailing and forward P/E (high 20s–30s) that’s prompting profit‑taking and making AAPL sensitive to any slowdown in growth or disappointment on AI execution. Is Apple Stock Overvalued Or Undervalued?
• Negative Sentiment: Geopolitical / macro risk — Headlines about potential targeting of U.S. tech firms and broader Mag‑7 weakness amplify downside risk if tensions or macro selloffs persist. AAPL Stock on Watch: Iran Threatens Retaliatory Strikes Could Hit Apple Next

Analyst Ratings Changes

Several equities research analysts have issued reports on the stock. Barclays lifted their target price on shares of Apple from $239.00 to $248.00 and gave the company an “underweight” rating in a research report on Tuesday, March 3rd. Evercore reissued an “outperform” rating on shares of Apple in a research note on Monday, March 2nd. KGI Securities raised shares of Apple to an “outperform” rating and set a $306.00 price target for the company in a research report on Friday, January 30th. Stephens set a $315.00 price objective on Apple in a report on Monday, January 26th. Finally, Monness Crespi & Hardt lifted their target price on shares of Apple from $300.00 to $315.00 and gave the company a “buy” rating in a research note 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 assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and an average target price of $297.58.

Apple Price Performance

AAPL opened at $255.92 on Monday. The stock has a 50-day moving average price of $260.67 and a 200-day moving average price of $263.56. The firm has a market cap of $3.76 trillion, a PE ratio of 32.35, a P/E/G ratio of 2.42 and a beta of 1.11. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion for 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 business’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.40 earnings per share. Sell-side analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were paid 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 dividend payout ratio is currently 13.15%.

Insider Buying and Selling

In related news, CEO Timothy D. Cook sold 64,949 shares of the firm’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 sale, the chief executive officer 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. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O’brien sold 30,002 shares of the firm’s stock in a transaction 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 completion of the transaction, the senior vice president owned 136,810 shares in the company, valued at approximately $34,934,433.50. This trade represents a 17.99% 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 owned by corporate insiders.

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.