Litman Gregory Wealth Management LLC Has $29.68 Million Holdings in Apple Inc. $AAPL

Litman Gregory Wealth Management LLC decreased its stake in Apple Inc. (NASDAQ:AAPL) by 6.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 116,573 shares of the iPhone maker’s stock after selling 8,148 shares during the period. Apple makes up 2.2% of Litman Gregory Wealth Management LLC’s portfolio, making the stock its 12th largest holding. Litman Gregory Wealth Management LLC’s holdings in Apple were worth $29,683,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of AAPL. First National Bank of Hutchinson increased its stake in Apple by 24.6% during the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after acquiring an additional 6,982 shares during the period. Eagle Capital Management LLC grew its holdings in shares of Apple by 0.5% during the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after purchasing an additional 272 shares in the last quarter. Brighton Jones LLC increased its position in shares of Apple by 14.8% during the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after purchasing an additional 69,207 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after purchasing an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE lifted its position in Apple by 2.4% in the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock worth $12,587,000 after purchasing an additional 1,155 shares during the period. Institutional investors own 67.73% of the company’s stock.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America and other firms reaffirmed Buy ratings and high price targets, citing resilient Services revenue, capital returns and potential edge-AI optionality that support a premium valuation. Article Title
• Positive Sentiment: Foxconn reported record Q4 revenue driven by AI server demand — analysts (e.g., Gene Munster) view the beat as a bullish indirect read on iPhone demand and component orders, which supports Apple’s hardware outlook. Article Title
• Positive Sentiment: Apple has an anticipated product/features update window around Jan. 12 — any meaningful consumer-facing software or service improvements could act as a short-term catalyst for Services and user engagement. Article Title
• Neutral Sentiment: Several ex-Apple engineers and designers are launching or joining AI startups (Hark, Lyte), which highlights both the strength of Apple-trained talent and the competitive drain into AI hardware/software startups — a watch-item for long-term talent and IP trends. Hark hires ex-Apple designer Lyte launch
• Neutral Sentiment: Market commentary groups Apple with other mega-caps as durable long-term compounders; this reinforces its place in diversified portfolios even amid near-term volatility. Article Title
• Negative Sentiment: Raymond James resumed coverage with a downgrade / Market Perform call citing valuation concerns and a view that upside may be limited in 2026 — analyst downgrades and negative headlines pressure sentiment and can trigger selling. Article Title
• Negative Sentiment: Apple’s App Store net revenue growth decelerated in December (y/y growth slowed), raising near-term concerns about Services momentum — Services are a key part of Apple’s premium multiple. Article Title
• Negative Sentiment: Competitive pressure and AI integration narratives are growing — articles highlight Samsung’s push for a massive roll-out of AI-enabled phones and questions about Apple’s Vision Pro uptake, fueling investor worries about lost market share and execution on AI features. Samsung competition Vision Pro sales

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on AAPL shares. Argus set a $325.00 price objective on shares of Apple and gave the company a “buy” rating in a research note on Friday, October 31st. Evercore ISI reissued an “outperform” rating and issued a $325.00 target price (up previously from $300.00) on shares of Apple in a research note on Monday, December 8th. Raymond James Financial restated a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Melius upped their price objective on Apple from $290.00 to $345.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Finally, Morgan Stanley reissued an “overweight” rating and issued a $315.00 target price (up from $305.00) on shares of Apple in a report on Wednesday, December 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $283.92.

Insider Activity

In other Apple news, insider Chris Kondo sold 3,752 shares of the stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the sale, the insider owned 15,098 shares of the company’s stock, valued at $4,095,030.54. This represents a 19.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Kevan Parekh sold 4,199 shares of the business’s stock in a transaction dated 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 completion of the transaction, the chief financial officer directly owned 8,765 shares of the company’s stock, valued at approximately $2,168,373.35. This represents a 32.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.06% of the stock is owned by corporate insiders.

Apple Stock Performance

NASDAQ:AAPL opened at $262.36 on Wednesday. The stock has a market capitalization of $3.88 trillion, a P/E ratio of 35.12, a price-to-earnings-growth ratio of 2.50 and a beta of 1.09. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The firm has a 50 day moving average of $273.49 and a 200-day moving average of $245.90.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping analysts’ consensus estimates of $1.74 by $0.11. Apple had a return on equity of 164.05% and a net margin of 26.92%.The business had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. During the same period in the prior year, the company earned $1.64 EPS. Apple’s revenue for the quarter was up 8.7% on a year-over-year basis. As a group, sell-side analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

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

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.