ETF Holdings Breakdown of AAPL

News associated with AAPL

Validea Detailed Fundamental Analysis - AAPL

Below is Validea's guru fundamental report for APPLE INC (AAPL). Of the 22 guru strategies we follow, AAPL rates highest using our Multi-Factor Investor model based on the published strategy of Pim van Vliet. This multi-factor model seeks low volatility stocks that also have str - 2025-04-18 12:10:16

Bogart Wealth LLC Grows Stock Position in Apple Inc. (NASDAQ:AAPL)

Bogart Wealth LLC grew its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 127,735 shares of the iPhone maker’s stock after buying an additional 2,430 shares during the quarter. Apple accounts for about 1.5% of Bogart Wealth LLC’s investment portfolio, making the […] - 2025-04-18 07:38:53

Apple Inc. (NASDAQ:AAPL) Shares Bought by Newport Capital Group LLC

Newport Capital Group LLC increased its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 3.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 6,982 shares of the iPhone maker’s stock after buying an additional 212 shares during the period. Apple makes up about 1.3% of Newport Capital Group LLC’s investment […] - 2025-04-18 07:38:50

Walkner Condon Financial Advisors LLC Purchases 356 Shares of Apple Inc. (NASDAQ:AAPL)

Walkner Condon Financial Advisors LLC increased its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.6% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 58,415 shares of the iPhone maker’s stock after acquiring an additional 356 shares during the quarter. Apple accounts for 3.0% of Walkner Condon Financial Advisors LLC’s holdings, making […] - 2025-04-18 07:38:50

Top Analyst Reports for Apple, Philip Morris & Sony

Today's Research Daily features new research reports on 16 major stocks, including Bank of Apple Inc. (AAPL), Philip Morris International Inc. (PM) and Sony Group Corp. (SONY), as well as a micro-cap stock Vaso Corp. (VASO). - 2025-04-17 20:59:00

Is Apple Stock a Buy Now?

Apple (NASDAQ: AAPL) has endured a difficult time on the stock market in 2025 as investors have worried about implications of the Trump administration's tariffs on imports from one of its main manufacturing hubs, China, as well as the reciprocal tariffs on other trade partners wh - 2025-04-17 13:00:00

Guru Fundamental Report for AAPL - Warren Buffett

Below is Validea's guru fundamental report for APPLE INC (AAPL). Of the 22 guru strategies we follow, AAPL rates highest using our Patient Investor model based on the published strategy of Warren Buffett. This strategy seeks out firms with long-term, predictable profitability an - 2025-04-17 12:03:58

Van ECK Associates Corp Sells 92,775 Shares of Apple Inc. (NASDAQ:AAPL)

Van ECK Associates Corp trimmed its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 8.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,028,332 shares of the iPhone maker’s stock after selling 92,775 shares during the […] - 2025-04-17 10:34:52

Apple Inc. (NASDAQ:AAPL) Shares Sold by Raab & Moskowitz Asset Management LLC

Raab & Moskowitz Asset Management LLC reduced its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.8% during the 4th quarter, HoldingsChannel reports. The firm owned 85,705 shares of the iPhone maker’s stock after selling 2,432 shares during the period. Apple accounts for 5.3% of Raab & Moskowitz Asset Management LLC’s portfolio, making the […] - 2025-04-17 10:34:52

Apple Inc. (NASDAQ:AAPL) Shares Sold by HMS Capital Management LLC

HMS Capital Management LLC cut its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.9% in the 4th quarter, HoldingsChannel reports. The fund owned 16,778 shares of the iPhone maker’s stock after selling 329 shares during the period. Apple accounts for approximately 2.0% of HMS Capital Management LLC’s holdings, making the stock its 11th […] - 2025-04-17 10:34:51

Apple Inc. (NASDAQ:AAPL) is Ingalls & Snyder LLC’s 2nd Largest Position

Ingalls & Snyder LLC decreased its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 4.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 418,940 shares of the iPhone maker’s stock after selling 19,571 shares during the quarter. Apple makes up 4.1% of Ingalls […] - 2025-04-17 10:34:51

Apple Inc. (NASDAQ:AAPL) Shares Sold by AFT Forsyth & Company Inc.

AFT Forsyth & Company Inc. reduced its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 39,488 shares of the iPhone maker’s stock after selling 1,140 shares during the quarter. Apple accounts for 4.9% of […] - 2025-04-17 10:34:51

TFC Financial Management Inc. Raises Holdings in Apple Inc. (NASDAQ:AAPL)

TFC Financial Management Inc. boosted its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 3.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 54,735 shares of the iPhone maker’s stock after buying an additional 1,705 shares during the period. Apple accounts for […] - 2025-04-17 10:34:51

One Plus One Wealth Management LLC Lowers Holdings in Apple Inc. (NASDAQ:AAPL)

One Plus One Wealth Management LLC lessened its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 4.6% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 13,633 shares of the iPhone maker’s stock after selling 651 shares during the period. Apple comprises 2.0% of One Plus One Wealth Management LLC’s investment portfolio, making […] - 2025-04-17 10:34:51

Hidden Cove Wealth Management LLC Makes New $6.48 Million Investment in Apple Inc. (NASDAQ:AAPL)

Hidden Cove Wealth Management LLC acquired a new stake in Apple Inc. (NASDAQ:AAPL – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund acquired 25,861 shares of the iPhone maker’s stock, valued at approximately $6,476,000. Apple comprises about 5.3% of Hidden Cove Wealth Management LLC’s investment portfolio, making the stock its 5th largest […] - 2025-04-17 10:34:48

Hemington Wealth Management Purchases 1,127 Shares of Apple Inc. (NASDAQ:AAPL)

Hemington Wealth Management lifted its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 149,244 shares of the iPhone maker’s stock after acquiring an additional 1,127 shares during the quarter. Apple […] - 2025-04-17 10:34:48

Three Bridge Wealth Advisors LLC Buys 689 Shares of Apple Inc. (NASDAQ:AAPL)

Three Bridge Wealth Advisors LLC grew its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 5.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,388 shares of the iPhone maker’s stock after acquiring an additional 689 shares during the quarter. Apple accounts […] - 2025-04-17 10:34:47

Apple Inc. (NASDAQ:AAPL) Stake Raised by Howard Bailey Securities LLC

Howard Bailey Securities LLC raised its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 52.1% during the 4th quarter, Holdings Channel reports. The fund owned 17,040 shares of the iPhone maker’s stock after purchasing an additional 5,840 shares during the period. Apple makes up approximately 1.6% of Howard Bailey Securities LLC’s portfolio, […] - 2025-04-17 10:34:47

Prediction: Warren Buffett Will Start Buying More Apple Stock This Quarter

Warren Buffett has made no secret about how much he likes Apple (NASDAQ: AAPL), once referring to it as the best business he knows of. It's routinely the top holding in the portfolio of Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B), Buffett's conglomerate. - 2025-04-17 09:03:00

KeyCorp Comments on Apple’s Q2 Earnings (NASDAQ:AAPL)

Apple Inc. (NASDAQ:AAPL – Free Report) – Research analysts at KeyCorp raised their Q2 2025 earnings per share estimates for shares of Apple in a research report issued on Sunday, April 13th. KeyCorp analyst B. Nispel now expects that the iPhone maker will earn $1.60 per share for the quarter, up from their previous estimate […] - 2025-04-17 07:27:04

Is Apple Still A Smart Investment?

You probably don’t want to hear this but here is the thing – while Apple (NASDAQ: AAPL) is still a brilliant company, it might no longer be a brilliant stock. Let’s get one thing out of the way: this isn’t about Warren Buffett selling Apple. This is about cold, hard numbers - 2025-04-17 03:20:56

Fund Update: Compagnie Lombard Odier SCmA opened a $545.1M position in $AAPL stock

Compagnie Lombard Odier SCmA has opened a new $545.1M position in $AAPL, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutiona - 2025-04-16 12:42:05

AAPL Factor-Based Stock Analysis - Warren Buffett

Below is Validea's guru fundamental report for APPLE INC (AAPL). Of the 22 guru strategies we follow, AAPL rates highest using our Patient Investor model based on the published strategy of Warren Buffett. This strategy seeks out firms with long-term, predictable profitability an - 2025-04-16 12:08:45

Apple (NASDAQ:AAPL) Shares Down 0.4% After Analyst Downgrade

Apple Inc. (NASDAQ:AAPL – Get Free Report) dropped 0.4% on Tuesday after Citigroup lowered their price target on the stock from $275.00 to $245.00. Citigroup currently has a buy rating on the stock. Apple traded as low as $199.80 and last traded at $201.73. Approximately 16,336,654 shares traded hands during trading, a decline of 71% […] - 2025-04-16 09:40:53

Lester Murray Antman dba SimplyRich Sells 1,352 Shares of Apple Inc. (NASDAQ:AAPL)

Lester Murray Antman dba SimplyRich trimmed its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 108,654 shares of the iPhone maker’s stock after selling 1,352 shares during the quarter. Apple […] - 2025-04-16 07:50:51

Capital Advisors Inc. OK Raises Stake in Apple Inc. (NASDAQ:AAPL)

Capital Advisors Inc. OK lifted its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.3% during the 4th quarter, HoldingsChannel.com reports. The fund owned 710,783 shares of the iPhone maker’s stock after buying an additional 9,325 shares during the quarter. Apple makes up about 3.5% of Capital Advisors Inc. OK’s holdings, making the stock […] - 2025-04-16 07:50:50

Apple Inc. (NASDAQ:AAPL) Stake Boosted by Community Financial Services Group LLC

Community Financial Services Group LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 121,407 shares of the iPhone maker’s stock after purchasing an additional 2,108 shares during the quarter. Apple […] - 2025-04-16 07:50:49

Diversified Portfolios Inc. Trims Stock Position in Apple Inc. (NASDAQ:AAPL)

Diversified Portfolios Inc. decreased its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.7% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 32,928 shares of the iPhone maker’s stock after selling 931 shares during the period. Apple accounts for 0.9% of Diversified Portfolios Inc.’s holdings, making the stock its 26th largest position. […] - 2025-04-16 07:50:49

Alaska Wealth Advisors Sells 4,202 Shares of Apple Inc. (NASDAQ:AAPL)

Alaska Wealth Advisors lowered its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 32.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,761 shares of the iPhone maker’s stock after selling 4,202 shares during the quarter. Apple comprises approximately 0.3% of […] - 2025-04-16 07:50:49

Avion Wealth Acquires 987 Shares of Apple Inc. (NASDAQ:AAPL)

Avion Wealth increased its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 6.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,392 shares of the iPhone maker’s stock after acquiring an additional 987 shares during the quarter. Apple accounts for approximately […] - 2025-04-16 07:50:48

AAPL institutional holdings

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Date	ETF ISIN/Name	Num Shares	Book value