Apple Inc. $AAPL Position Increased by Lyell Wealth Management LP

Posted by Teresa Graham on Jun 12th, 2026

Lyell Wealth Management LP lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 183,761 shares of the iPhone maker’s stock after acquiring an additional 2,236 shares during the quarter. Apple accounts for about 3.6% of Lyell Wealth Management LP’s investment portfolio, making the stock its 3rd biggest position. Lyell Wealth Management LP’s holdings in Apple were worth $49,957,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Sellwood Investment Partners LLC increased its position in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC increased its position in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares during the last quarter. LSV Asset Management purchased a new stake in shares of Apple during the fourth quarter worth about $65,000. PayPay Securities Corp increased its position in shares of Apple by 52.1% during the fourth quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker’s stock worth $99,000 after acquiring an additional 125 shares during the last quarter. Finally, eCIO Inc. acquired a new position in Apple in the fourth quarter worth about $112,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Stock Performance

Shares of AAPL stock opened at $295.63 on Friday. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. The business has a 50 day moving average of $284.93 and a two-hundred day moving average of $272.14. Apple Inc. has a 52 week low of $195.07 and a 52 week high of $317.40. The company has a market cap of $4.34 trillion, a P/E ratio of 35.75, a PEG ratio of 2.54 and a beta of 1.09.

Apple (NASDAQ:AAPL – Get Free Report) last issued its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. Apple had a return on equity of 146.69% and a net margin of 27.15%.The company had revenue of $111.18 billion during the quarter, compared to the consensus estimate of $109.46 billion. During the same period in the previous year, the firm posted $1.65 earnings per share. Apple’s quarterly revenue was up 16.6% compared to the same quarter last year. As a group, analysts anticipate that Apple Inc. will post 8.75 EPS for the current year.

Apple Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were paid a $0.27 dividend. The ex-dividend date was Monday, May 11th. This is an increase from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. Apple’s payout ratio is presently 13.06%.

More Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple unveiled a much more capable Siri AI and broader iOS/macOS upgrades, reinforcing the company’s AI strategy and supporting a longer-term growth narrative. Siri upgrades show promise, but questions remain
Positive Sentiment: Several analysts lifted earnings expectations or reiterated confidence after WWDC, suggesting Apple’s fundamentals and services/iPhone ecosystem still support the stock. Analyst estimate updates
Positive Sentiment: Coverage highlighted Apple’s strong cash flow, low debt, and momentum, with some commentary pointing to potential upside if the next iPhone cycle and services growth accelerate. Does Apple Stock Have More Upside?
Neutral Sentiment: Apple was also cited as a “top stock” in Ken Griffin’s portfolio, which is supportive for sentiment but not a direct new catalyst. Apple Inc. (AAPL) Is A Top Stock In Ken Griffin’s Portfolio
Negative Sentiment: Despite the AI reveal, multiple reports said investors were underwhelmed because much of the rollout looks incremental and some Siri features may not feel fully differentiated yet. Apple Unveils Siri AI. Here’s Why It’s Not Impressing Investors
Negative Sentiment: Technical and options commentary pointed to caution, suggesting some traders still see limited near-term upside after the post-WWDC pullback. Option Activity Suggests Caution On Apple’s Intermediate-Term Outlook

Analyst Upgrades and Downgrades

Several brokerages have issued reports on AAPL. Citigroup restated a “buy” rating on shares of Apple in a research note on Monday, June 1st. Barclays reaffirmed an “underweight” rating on shares of Apple in a report on Tuesday. DA Davidson reaffirmed a “neutral” rating and set a $270.00 target price on shares of Apple in a report on Friday, May 1st. UBS Group reaffirmed a “buy” rating on shares of Apple in a report on Tuesday. Finally, TD Cowen increased their target price on Apple from $335.00 to $350.00 and gave the stock a “buy” rating in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $314.59.

Check Out Our Latest Research Report on Apple

Insider Buying and Selling

In other Apple news, CFO Kevan Parekh sold 1,534 shares of Apple stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the transaction, the chief financial officer directly owned 13,366 shares in the company, valued at $3,675,650. The trade was a 10.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Deirdre O’brien sold 30,002 shares of Apple stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total value of $7,661,010.70. Following the completion of the transaction, the senior vice president owned 136,810 shares of the company’s stock, valued at approximately $34,934,433.50. The trade was a 17.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 97,759 shares of company stock valued at $24,964,305. 0.06% of the stock is currently owned by insiders.

About Apple

(Free Report)

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.