Graetz Wealth LLC Invests $500,000 in Apple Inc. $AAPL

Posted by Joseph Casey on Jun 12th, 2026

Graetz Wealth LLC acquired a new position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor acquired 1,840 shares of the iPhone maker’s stock, valued at approximately $500,000.

A number of other institutional investors also recently made changes to their positions in AAPL. Sellwood Investment Partners LLC raised its position in Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its position in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management acquired a new position in Apple during the fourth quarter valued at approximately $65,000. PayPay Securities Corp raised its position in Apple by 52.1% during the fourth quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker’s stock valued at $99,000 after purchasing an additional 125 shares in the last quarter. Finally, eCIO Inc. acquired a new position in Apple during the fourth quarter valued at approximately $112,000. Institutional investors own 67.73% of the company’s stock.

Apple Stock Up 1.4%

Shares of NASDAQ:AAPL opened at $295.63 on Friday. The company has a market capitalization of $4.34 trillion, a PE ratio of 35.75, a price-to-earnings-growth ratio of 2.54 and a beta of 1.09. Apple Inc. has a 52-week low of $195.07 and a 52-week high of $317.40. The company has a fifty day moving average of $284.93 and a 200-day moving average of $272.14. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07.

Apple (NASDAQ:AAPL – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion during the quarter, compared to the consensus estimate of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.Apple’s quarterly revenue was up 16.6% on a year-over-year basis. During the same period in the prior year, the business posted $1.65 earnings per share. On average, equities analysts predict that Apple Inc. will post 8.75 EPS for the current fiscal year.

Apple Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were issued a $0.27 dividend. The ex-dividend date was Monday, May 11th. This is a positive change from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is currently 13.06%.

Analyst Upgrades and Downgrades

AAPL has been the subject of several research analyst reports. Wells Fargo & Company restated an “overweight” rating and set a $310.00 price objective (up from $300.00) on shares of Apple in a research report on Friday, May 1st. Oppenheimer restated a “market perform” rating on shares of Apple in a research report on Tuesday. Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a research report on Monday. Monness Crespi & Hardt boosted their price objective on shares of Apple from $315.00 to $335.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Finally, KeyCorp reiterated a “sector weight” rating on shares of Apple in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $314.59.

Get Our Latest Stock Report on AAPL

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple unveiled a much more capable Siri AI and broader iOS/macOS upgrades, reinforcing the company’s AI strategy and supporting a longer-term growth narrative. Siri upgrades show promise, but questions remain
Positive Sentiment: Several analysts lifted earnings expectations or reiterated confidence after WWDC, suggesting Apple’s fundamentals and services/iPhone ecosystem still support the stock. Analyst estimate updates
Positive Sentiment: Coverage highlighted Apple’s strong cash flow, low debt, and momentum, with some commentary pointing to potential upside if the next iPhone cycle and services growth accelerate. Does Apple Stock Have More Upside?
Neutral Sentiment: Apple was also cited as a “top stock” in Ken Griffin’s portfolio, which is supportive for sentiment but not a direct new catalyst. Apple Inc. (AAPL) Is A Top Stock In Ken Griffin’s Portfolio
Negative Sentiment: Despite the AI reveal, multiple reports said investors were underwhelmed because much of the rollout looks incremental and some Siri features may not feel fully differentiated yet. Apple Unveils Siri AI. Here’s Why It’s Not Impressing Investors
Negative Sentiment: Technical and options commentary pointed to caution, suggesting some traders still see limited near-term upside after the post-WWDC pullback. Option Activity Suggests Caution On Apple’s Intermediate-Term Outlook

Insider Buying and Selling

In related news, SVP Deirdre O’brien sold 30,002 shares of the 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 sale, the senior vice president directly owned 136,810 shares in the company, valued at $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ben Borders sold 1,274 shares of the stock in a transaction on Friday, May 8th. The shares were sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the sale, the insider owned 38,713 shares of the company’s stock, valued at $11,226,770. The trade was a 3.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 97,759 shares of company stock valued at $24,964,305. Company insiders own 0.06% of the company’s stock.

Apple Profile

(Free Report)

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.