Apple Inc. $AAPL is Hamilton Wealth LLC’s Largest Position

Hamilton Wealth LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 203.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 364,434 shares of the iPhone maker’s stock after purchasing an additional 244,347 shares during the period. Apple comprises approximately 6.6% of Hamilton Wealth LLC’s investment portfolio, making the stock its biggest holding. Hamilton Wealth LLC’s holdings in Apple were worth $92,490,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its holdings in Apple by 1.9% during the fourth quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker’s stock worth $387,749,545,000 after acquiring an additional 26,856,752 shares during the period. State Street Corp lifted its holdings in Apple by 1.1% in the fourth quarter. State Street Corp now owns 604,056,505 shares of the iPhone maker’s stock valued at $164,218,801,000 after acquiring an additional 6,555,392 shares during the period. Geode Capital Management LLC lifted its holdings in Apple by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 358,032,517 shares of the iPhone maker’s stock valued at $97,031,587,000 after acquiring an additional 1,866,103 shares during the period. Morgan Stanley boosted its position in Apple by 0.6% in the 4th quarter. Morgan Stanley now owns 230,483,035 shares of the iPhone maker’s stock worth $62,659,118,000 after purchasing an additional 1,379,651 shares in the last quarter. Finally, Norges Bank purchased a new stake in Apple in the 4th quarter worth approximately $52,266,468,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple reportedly received approximately $2.2 billion in tariff refunds, which could support near-term cash flow and earnings. More than 40 S&P 500 companies have reported receiving refunds from the broader tariff program. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
• Positive Sentiment: Apple opened a 20,000-square-foot Advanced Manufacturing Center in Houston, where it plans to assemble Mac mini computers and co-locate advanced AI-server production. The facility strengthens Apple’s U.S. manufacturing narrative and may improve supplier capabilities. Apple’s Tim Cook joined by Howard Lutnick in opening Houston manufacturing plant
• Positive Sentiment: Norway’s sovereign wealth fund disclosed Apple as its second-largest global holding, valued at roughly 522 billion Norwegian kroner. The position provides a signal of continued confidence from a major long-term investor. Apple Stock Rises While Norway Fund Reveals Huge Position
• Neutral Sentiment: Apple is negotiating performance-based licensing agreements with publishers to supply current content for an upgraded, AI-powered Siri. The deals could improve Siri’s usefulness, but the potential nine-figure expense would pressure services margins and monetization remains uncertain. Apple in Talks to Pay Publishers to Improve AI-Powered Siri
• Negative Sentiment: Jefferies reduced its Apple price target, questioning whether the company has enough product and artificial-intelligence momentum to justify its premium valuation. Google’s new Pixel 11 lineup also intensifies competition ahead of Apple’s expected Siri and iPhone updates. Apple Stock Falls After Jefferies Slashes Price Target
• Negative Sentiment: Rising memory and other component costs could erode Apple’s margins even if demand remains strong. Apple is testing Chinese supplier CXMT for DRAM, which could diversify supply but introduces geopolitical and quality-related risks. Apple Stock’s Biggest Risk Is The Memory Bill, Not Demand
• Negative Sentiment: Senior Vice President Jennifer Newstead sold 1,439 Apple shares for approximately $443,000, reducing her direct stake by 3.46%. The transaction is relatively small but may add modest insider-selling pressure. Apple SEC Form 4 Insider Sale

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on AAPL shares. DA Davidson reaffirmed a “neutral” rating and set a $270.00 target price on shares of Apple in a report on Friday, July 31st. DZ Bank downgraded shares of Apple from a “buy” rating to a “hold” rating and set a $310.00 price target on the stock. in a report on Tuesday, August 4th. KGI Securities cut shares of Apple from an “outperform” rating to a “hold” rating and set a $315.00 price objective for the company. in a report on Monday, June 22nd. HSBC upgraded shares of Apple from a “hold” rating to a “buy” rating and upped their price objective for the stock from $260.00 to $366.00 in a research report on Thursday, July 16th. Finally, Wells Fargo & Company reissued an “overweight” rating and set a $350.00 target price (up from $310.00) on shares of Apple in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $328.60.

Apple Stock Up 1.0%

AAPL opened at $305.26 on Friday. Apple Inc. has a twelve month low of $223.78 and a twelve month high of $344.57. The company has a quick ratio of 0.93, a current ratio of 1.00 and a debt-to-equity ratio of 0.66. The company has a 50-day moving average price of $309.00 and a 200 day moving average price of $285.04. The company has a market cap of $4.46 trillion, a PE ratio of 35.01, a price-to-earnings-growth ratio of 2.59 and a beta of 1.09.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.89 by $0.13. Apple had a return on equity of 135.46% and a net margin of 27.62%.The company had revenue of $109.42 billion for the quarter, compared to analysts’ expectations of $109.04 billion. During the same period in the previous year, the firm posted $1.57 EPS. Apple’s revenue was up 16.4% compared to the same quarter last year. Sell-side analysts expect that Apple Inc. will post 8.76 earnings per share for the current fiscal year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Monday, August 10th were given a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, August 10th. Apple’s dividend payout ratio (DPR) is 12.39%.

Insider Activity at Apple

In related news, insider Ben Borders sold 116 shares of the stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total value of $34,236.24. Following the completion of the transaction, the insider directly owned 38,713 shares of the company’s stock, valued at approximately $11,425,754.82. This represents a 0.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Jennifer Newstead sold 1,439 shares of the firm’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $307.75, for a total value of $442,852.25. Following the completion of the transaction, the senior vice president owned 40,107 shares in the company, valued at $12,342,929.25. The trade was a 3.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.06% of the company’s stock.

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.