Apple Inc. $AAPL Shares Sold by Long Run Wealth Advisors LLC

Long Run Wealth Advisors LLC cut its position in shares of Apple Inc. (NASDAQ:AAPL) by 13.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,229 shares of the iPhone maker’s stock after selling 4,288 shares during the period. Apple makes up 1.4% of Long Run Wealth Advisors LLC’s holdings, making the stock its 18th biggest holding. Long Run Wealth Advisors LLC’s holdings in Apple were worth $7,188,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. Ryan Investment Management Inc. acquired a new stake in Apple during the second quarter worth $31,000. ROSS JOHNSON & Associates LLC lifted its stake in shares of Apple by 1,800.0% in the 1st 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 during the last quarter. Nexus Investment Management ULC grew its holdings in shares of Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after purchasing an additional 200 shares during the period. LSV Asset Management acquired a new stake in shares of Apple during the 4th quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC raised its holdings in Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after buying an additional 125 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Insiders Place Their Bets

In related news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion of the transaction, the insider owned 15,098 shares in the company, valued at $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Kevan Parekh sold 4,199 shares of the business’s stock in a transaction that occurred on Thursday, October 16th. The stock was sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the transaction, the chief financial officer owned 8,765 shares of the company’s stock, valued at $2,168,373.35. This trade represents a 32.39% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 228,052 shares of company stock worth $58,604,588. Corporate insiders own 0.06% of the company’s stock.

Apple Stock Performance

NASDAQ:AAPL opened at $272.36 on Wednesday. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The company has a fifty day simple moving average of $271.11 and a two-hundred day simple moving average of $240.79. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The company has a market cap of $4.02 trillion, a price-to-earnings ratio of 36.46, a price-to-earnings-growth ratio of 2.54 and a beta of 1.10.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.74 by $0.11. The business had revenue of $102.47 billion for the quarter, compared to analysts’ expectations of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.The company’s revenue for the quarter was up 8.7% compared to the same quarter last year. During the same period last year, the firm earned $1.64 earnings per share. As a group, equities analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Shareholders of record on Monday, November 10th were given a $0.26 dividend. The ex-dividend date of this dividend was Monday, November 10th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is currently 13.92%.

Analyst Ratings Changes

AAPL has been the subject of several research analyst reports. Wedbush set a $350.00 target price on shares of Apple and gave the stock an “outperform” rating in a research note on Monday, December 8th. Phillip Securities lowered shares of Apple from a “hold” rating to a “moderate sell” rating and set a $200.00 price objective on the stock. in a report on Thursday, September 11th. Jefferies Financial Group reiterated a “hold” rating and issued a $283.36 target price on shares of Apple in a report on Wednesday, December 17th. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a research report on Monday. Finally, Melius raised their price target on Apple from $290.00 to $345.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Apple has a consensus rating of “Moderate Buy” and a consensus price target of $283.92.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Morgan Stanley and other Wall Street analysts lifted targets and reiterated bullish views on Apple based on iPhone strength and expected AI-driven earnings upside; those upgrades help justify higher valuations and buying interest. Morgan Stanley Lifts Apple Inc. (AAPL) Price Target
• Positive Sentiment: Apple released a new AI model and market commentary points to growing confidence that Apple’s AI roadmap (including Siri enhancements) could become a revenue/engagement driver in 2026 — a potential catalyst for multiple expansion. Apple Just Released a New AI Model
• Positive Sentiment: Several bullish research notes and price-target raises (including a high-profile $350 call) and coverage arguing material upside as Apple executes on hardware + AI have lifted investor sentiment. Analysts’ momentum supports flows into AAPL. Wall Street Analysts See Major Upside as AI Plans Unfold
• Neutral Sentiment: Apple spent 2025 restructuring and positioning for future growth with moves beyond pure AI hype; that strategic pacing may comfort long-term investors but delays near-term AI monetization. Apple spent 2025 setting itself up for the future
• Neutral Sentiment: Reports that Apple is targeting 2026 launches for AI smart glasses and camera-equipped AirPods are encouraging for product-cycle upside but represent forward-looking expectations rather than immediate revenue. Apple Targets 2026 Launch For AI Smart Glasses
• Negative Sentiment: Italy’s competition authority fined Apple ~98.6M euros (~$115M) for alleged abuse tied to an App Store privacy feature — a regulatory cost and reputational headwind that can increase scrutiny and compliance expenses in Europe. Italy fines Apple for alleged App Store abuse
• Negative Sentiment: Apple agreed to allow third‑party app stores on iOS in Brazil to settle a multi‑year regulatory case — this reduces App Store exclusivity and could pressure App Store revenues if similar rules spread to other jurisdictions. Apple to allow third-party app stores in Brazil
• Negative Sentiment: Reports that Berkshire Hathaway sold portions of its Apple stake continue to be cited by media and may stoke short-term selling or narrative risk, even as some analysts view the moves as portfolio-sizing rather than a long-term vote of no confidence. Buffett’s $24 Billion Selling Spree
• Neutral Sentiment: China’s vice commerce minister met Apple’s COO to discuss operations — a potentially constructive development for supply chains and market access, but its impact is contingent on follow-up actions. China official met Apple COO

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.