Apple Inc. $AAPL Shares Purchased by KMG Fiduciary Partners LLC

KMG Fiduciary Partners LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 1.0% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 289,888 shares of the iPhone maker’s stock after purchasing an additional 2,819 shares during the period. Apple makes up 5.0% of KMG Fiduciary Partners LLC’s investment portfolio, making the stock its 2nd largest holding. KMG Fiduciary Partners LLC’s holdings in Apple were worth $73,814,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Signal Advisors Wealth LLC raised its stake in Apple by 7.1% during the 3rd quarter. Signal Advisors Wealth LLC now owns 73,713 shares of the iPhone maker’s stock valued at $18,770,000 after acquiring an additional 4,892 shares during the last quarter. Fiduciary Financial Group LLC raised its stake in shares of Apple by 5.3% during the third quarter. Fiduciary Financial Group LLC now owns 194,916 shares of the iPhone maker’s stock worth $49,631,000 after purchasing an additional 9,844 shares during the last quarter. CGN Advisors LLC lifted its holdings in shares of Apple by 5.6% during the third quarter. CGN Advisors LLC now owns 50,055 shares of the iPhone maker’s stock worth $12,745,000 after purchasing an additional 2,638 shares during the period. Independence Bank of Kentucky grew its position in Apple by 1.6% in the 3rd quarter. Independence Bank of Kentucky now owns 121,294 shares of the iPhone maker’s stock valued at $30,885,000 after buying an additional 1,863 shares during the last quarter. Finally, Jackson Square Capital LLC grew its position in Apple by 70.3% in the 3rd quarter. Jackson Square Capital LLC now owns 115,270 shares of the iPhone maker’s stock valued at $29,351,000 after buying an additional 47,600 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Key Stores Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Federal judge denied a bid to block U.S. imports of certain Apple Watch models in a patent dispute, letting Apple continue shipments that protect near-term wearables sales and supply continuity. Apple (AAPL) Cleared to Keep Importing Watch Models amid Patent Dispute
• Positive Sentiment: Barron’s reports a surprise jump in China’s imports of foreign-branded mobile phones (iPhone exposure), which supports revenue upside and helps offset macro worries in Apple’s largest cyclical market. Apple Stock Ticks Up After a Surprise From China—and a Legal Win
• Positive Sentiment: High consumer-product satisfaction and continued endorsement from prominent investors/commentators (Jim Cramer highlighted Apple’s customer satisfaction edge), which supports brand resilience and premium pricing. Apple (AAPL)’s the Only One That Maintains High Consumer Product Satisfaction, Says Jim Cramer
• Positive Sentiment: Apple publicly released a new AI model and product-level AI improvements (including live translation features), signaling product-driving AI steps rather than a race to ship unpolished tools — a potential catalyst for Services and device differentiation. Apple Just Released a New AI Model. Should You Buy AAPL Stock Here?
• Positive Sentiment: Analyst sentiment and MarketBeat commentary point to steady upgrades and a material upside case into 2026 as Apple leverages iPhone strength and gradual AI rollouts. Apple: The AI Outlier (MarketBeat)
• Neutral Sentiment: User reviews of features like AirPods live translation (NYT) show incremental product wins that improve the ecosystem but are unlikely to move near-term earnings materially. How Well Does Apple’s Live Translation Work for Japanese? I Tested It in Tokyo.
• Neutral Sentiment: Coverage noting billionaires buying other AI stocks (possible future competitors or new leaders) is drawing headlines but doesn’t directly change Apple’s near-term fundamentals. Billionaires Are Buying an AI Stock That Could Be the Apple of the 2030s
• Negative Sentiment: Ongoing narrative that Apple is a latecomer in generative AI creates valuation risk if investors re-rate tech leaders based on AI leadership; that debate may cap multiple expansion until clearer, product-level wins are delivered. Apple Doesn’t Need A Stronger AI Portfolio (Seeking Alpha)

Insider Buying and Selling at Apple

In related news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the completion of the transaction, the insider directly owned 15,098 shares in the company, valued at $4,095,030.54. The trade was a 19.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Katherine L. Adams sold 47,125 shares of the company’s stock in a transaction that occurred on Thursday, October 2nd. The shares were sold at an average price of $256.79, for a total value of $12,101,228.75. Following the completion of the sale, the senior vice president directly owned 179,158 shares in the company, valued at approximately $46,005,982.82. The trade was a 20.83% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 228,052 shares of company stock worth $58,604,588. 0.06% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities analysts have commented on AAPL shares. Weiss Ratings restated a “buy (b-)” rating on shares of Apple in a research report on Monday. Morgan Stanley restated an “overweight” rating and issued a $315.00 price objective (up previously from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Citigroup reaffirmed a “buy” rating and issued a $330.00 price objective (up previously from $315.00) on shares of Apple in a report on Tuesday, December 9th. Bank of America increased their target price on Apple from $270.00 to $320.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. Finally, JPMorgan Chase & Co. lifted their price target on Apple from $290.00 to $305.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $283.92.

Apple Stock Performance

Shares of AAPL stock opened at $273.40 on Friday. The stock has a fifty day moving average price of $272.54 and a 200 day moving average price of $241.75. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. The stock has a market cap of $4.04 trillion, a PE ratio of 36.60, a P/E/G ratio of 2.56 and a beta of 1.10. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62.

Apple (NASDAQ:AAPL) last announced its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $101.65 billion. During the same quarter last year, the business posted $1.64 earnings per share. The business’s revenue for the quarter was up 8.7% on a year-over-year basis. Sell-side analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

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.