Apple Inc. $AAPL is Whalen Wealth Management Inc.’s 7th Largest Position

Whalen Wealth Management Inc. boosted its holdings in Apple Inc. (NASDAQ:AAPL) by 57.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 16,340 shares of the iPhone maker’s stock after buying an additional 5,930 shares during the quarter. Apple accounts for approximately 2.4% of Whalen Wealth Management Inc.’s holdings, making the stock its 7th biggest position. Whalen Wealth Management Inc.’s holdings in Apple were worth $4,442,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Overbrook Management Corp boosted its stake in Apple by 57.4% in the 4th quarter. Overbrook Management Corp now owns 104,648 shares of the iPhone maker’s stock worth $28,449,000 after purchasing an additional 38,174 shares during the period. Highland Capital Management LLC boosted its stake in Apple by 2.2% in the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after purchasing an additional 8,446 shares during the period. Citizens Financial Group Inc. RI raised its holdings 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 worth $363,256,000 after acquiring an additional 465,393 shares in the last quarter. Tufton Capital Management raised its holdings in shares of Apple by 4.3% during the 3rd quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker’s stock worth $25,496,000 after acquiring an additional 4,157 shares in the last quarter. Finally, World Investment Advisors raised its holdings in shares of Apple by 3.9% during the 3rd quarter. World Investment Advisors now owns 734,485 shares of the iPhone maker’s stock worth $187,022,000 after acquiring an additional 27,445 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: China iPhone surge: Apple reported a ~20% year-over‑year increase in iPhone shipments in China in Q1 and climbed to #2 market share there, helped by discounts, government subsidies and willingness to accept lower margins — a near‑term revenue catalyst in a key market. Apple’s China iPhone Surge Reshapes Growth And Margin Questions For Investors
• Positive Sentiment: Analyst upgrades and higher price targets: Several major firms have raised AAPL targets (BNP Paribas, BofA among them) and the median target sits well above the current price, supporting upside expectations heading into earnings. Apple Stock Poised to Surge as Analysts Hike Targets
• Positive Sentiment: AI/product pipeline: WWDC teaser and code leaks point to a major Siri/iOS 27 revamp and new Apple Intelligence features; combined with reports Apple is testing AI smart‑glasses designs, this strengthens the long‑term services+hardware growth narrative. Apple’s Revamped Siri Interface in iOS 27 Is Hidden in WWDC Teaser – Bloomberg
• Positive Sentiment: Longer‑term device opportunity: Coverage highlighting Apple testing multiple smart‑glasses designs and potential 2027 launch reinforces investor hopes for a new product category beyond iPhone. Here’s How Apple (AAPL) Plans to Compete with Meta (META) In Smart Glasses
• Neutral Sentiment: Regulatory relief in India on unrelated rule: India abandoned a plan to require the Aadhaar biometric app preinstalled on phones — a favorable regulatory outcome for handset makers, though not directly tied to the antitrust case. India Cancels Plan to Place Biometric App on Smartphones
• Neutral Sentiment: Product pricing/clearance: First‑gen AirPods Max discounts after the Max 2 launch may pressure accessories ASPs but help inventory turnover. The first-gen AirPods Max drop to a record-low price following AirPods Max 2 launch – TechRadar
• Negative Sentiment: India antitrust escalation: India’s competition authority says Apple abused dominance in the iPhone apps market and Apple has withheld requested data; the regulator has fast‑tracked a final hearing next month — potential fines, remedies or market restrictions pose meaningful risk in a large market. Apple withholds data in India antitrust case, watchdog sets final hearing
• Negative Sentiment: Insider selling: Multiple senior executives (including CEO Tim Cook) have sold shares over recent months; consistent sales add a minor negative signal for sentiment even if not unusual for executives. Apple Stock (AAPL) Opinions on China iPhone Shipments Surge and Analyst Upgrades

Insider Buying and Selling at Apple

In related news, CEO Timothy D. Cook sold 64,949 shares of the stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total transaction 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 represents a 1.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O’brien sold 30,002 shares of the stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total value of $7,661,010.70. Following the sale, the senior vice president owned 136,810 shares in the company, valued at $34,934,433.50. The trade was a 17.99% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.06% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently issued reports on the company. Moffett Nathanson upped their price objective on Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a report on Monday, December 29th. Monness Crespi & Hardt upped their price objective on Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a report on Friday, January 30th. Finally, Evercore reaffirmed an “outperform” rating on shares of Apple in a report on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Apple has an average rating of “Moderate Buy” and a consensus target price of $301.33.

Apple Price Performance

Shares of AAPL opened at $270.23 on Monday. The business’s 50 day simple moving average is $259.72 and its 200-day simple moving average is $264.17. Apple Inc. has a 1 year low of $189.81 and a 1 year high of $288.62. The stock has a market capitalization of $3.97 trillion, a price-to-earnings ratio of 34.16, a price-to-earnings-growth ratio of 2.48 and a beta of 1.11. 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 released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating 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 analyst estimates of $138.25 billion. During the same quarter in the prior year, the firm posted $2.40 EPS. Apple’s quarterly revenue was up 15.7% compared to the same quarter last year. As a group, equities analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Apple Company 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.