St. Clair Advisors LLC cut its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 3.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 84,225 shares of the iPhone maker’s stock after selling 2,664 shares during the period. Apple accounts for about 5.9% of St. Clair Advisors LLC’s portfolio, making the stock its 3rd largest position. St. Clair Advisors LLC’s holdings in Apple were worth $22,898,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors also recently bought and sold shares of AAPL. Isthmus Partners LLC boosted its stake in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after purchasing an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC boosted its stake in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC lifted its stake in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management acquired a new stake in Apple during the 4th quarter valued at approximately $65,000. Finally, 49 Wealth Management LLC lifted its stake in Apple by 15.7% during the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after acquiring an additional 40,543 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.
Insiders Place Their Bets
In other news, CEO Timothy D. Cook sold 64,949 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the sale, the chief executive officer owned 3,280,418 shares of the company’s stock, valued at $833,980,668.14. This represents a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 company’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the sale, the senior vice president directly owned 136,810 shares of the company’s stock, valued at $34,934,433.50. The trade was a 17.99% decrease in their position. 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.
Wall Street Analyst Weigh In
View Our Latest Report on Apple
More Apple News
Here are the key news stories impacting Apple this week:
- Positive Sentiment: Board-approved internal succession to John Ternus signals continuity and a hardware-first CEO who knows Apple’s product roadmap — could accelerate device and M-series hardware initiatives that drive revenue. Who is John Ternus, Apple’s new CEO?
- Positive Sentiment: Immediate internal promotion of Johny Srouji to Chief Hardware Officer preserves engineering depth and reduces execution risk on chips and hardware — helpful given Apple’s silicon roadmap. Johny Srouji named Apple’s Chief Hardware Officer
- Positive Sentiment: Analyst and media support remains: Goldman maintains a bullish $330 target ahead of earnings; Jim Cramer and some strategists highlight Apple’s AI and hardware advantages — these views can help underpin sentiment into earnings. Goldman Sachs Holds $330 Target
- Neutral Sentiment: The transition is staged for Sept. 1 with Tim Cook remaining CEO through the summer to work with Ternus — the runway reduces immediate operational disruption but extends the period of leadership uncertainty. Apple press release on CEO transition
- Neutral Sentiment: Near-term calendar: earnings after the close on April 30 remain the closest fundamental catalyst; leadership news may amplify volatility into the report. Apple’s Q2 2026 Earnings: What to Expect
- Negative Sentiment: Market reaction was mixed — reports show shares dipped in after-hours trading as some investors questioned whether a hardware-focused CEO can sustain Cook’s growth and margin track record. That uncertainty can pressure the stock near-term. VIEW Apple CEO Cook is lauded by investors
- Negative Sentiment: Regulatory/legal risk: Apple has withheld data in an India antitrust probe and faces possible large penalties there — a high‑impact regulatory overhang if the case escalates. Apple withholds data in India antitrust case
- Negative Sentiment: Options and positioning: unusual put activity ahead of earnings suggests some investors are hedging or betting on near-term downside around the combination of leadership news and the upcoming results. Apple Has Unusual Put Options Activity
Apple Price Performance
Shares of NASDAQ AAPL opened at $273.05 on Tuesday. The firm has a market cap of $4.01 trillion, a PE ratio of 34.52, a PEG ratio of 2.48 and a beta of 1.11. The firm has a fifty day moving average of $259.68 and a 200 day moving average of $264.28. 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 Inc. has a one year low of $189.81 and a one year high of $288.62.
Apple (NASDAQ:AAPL – Get Free Report) last issued 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 company had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm’s revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.40 EPS. As a group, research analysts predict that Apple Inc. will post 8.49 EPS for the current fiscal year.
Apple Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Stockholders 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 dividend yield of 0.4%. Apple’s dividend payout ratio is presently 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.
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