Apple Inc. $AAPL is Journey Advisory Group LLC’s 5th Largest Position

Posted by Jessica Moore on May 16th, 2026

Journey Advisory Group LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 3.6% in the fourth quarter, HoldingsChannel reports. The firm owned 147,645 shares of the iPhone maker’s stock after selling 5,446 shares during the period. Apple makes up about 3.4% of Journey Advisory Group LLC’s portfolio, making the stock its 5th biggest holding. Journey Advisory Group LLC’s holdings in Apple were worth $40,139,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of AAPL. Isthmus Partners LLC increased its stake in shares of Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after purchasing an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC increased its stake in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC increased its stake in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management purchased a new position in shares of Apple during the 4th quarter worth approximately $65,000. Finally, 49 Wealth Management LLC increased its stake in shares of Apple by 15.7% during the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after purchasing an additional 40,543 shares in the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Stock Up 0.7%

Shares of AAPL opened at $300.23 on Friday. The firm has a market cap of $4.41 trillion, a PE ratio of 36.30, a price-to-earnings-growth ratio of 2.60 and a beta of 1.06. The company’s fifty day moving average is $265.37 and its two-hundred day moving average is $267.48. Apple Inc. has a fifty-two week low of $193.46 and a fifty-two week high of $303.20. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70.

Apple (NASDAQ:AAPL – Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. The company had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. Apple’s revenue for the quarter was up 16.6% on a year-over-year basis. During the same quarter last year, the business earned $1.65 EPS. Analysts forecast that Apple Inc. will post 8.74 earnings per share for the current year.

Apple Increases Dividend

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

Analysts Set New Price Targets

A number of brokerages have recently weighed in on AAPL. Tigress Financial reissued a “strong-buy” rating and set a $375.00 price objective (up from $305.00) on shares of Apple in a research note on Thursday. Stifel Nicolaus set a $330.00 price objective on shares of Apple in a research note on Monday, March 2nd. Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. DA Davidson reaffirmed a “neutral” rating and issued a $270.00 target price on shares of Apple in a research note on Friday, May 1st. Finally, Evercore reaffirmed an “outperform” rating and issued a $365.00 target price on shares of Apple in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $308.74.

Check Out Our Latest Stock Analysis on AAPL

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s post-earnings rally continues after the company posted record quarterly revenue and EPS, boosted its dividend, and authorized a fresh $100 billion buyback. Analysts say the results support further upside and have raised price targets. Apple Stock Hits All-Time High as Post-Earnings Rally Continues
Positive Sentiment: Evercore ISI lifted its price target on Apple to $365 and said a bull-case scenario could reach $500, citing compounding growth from Services and Apple’s ability to keep expanding free cash flow. Evercore ISI Hikes Apple Price Target to $365
Positive Sentiment: Investor sentiment is being helped by reports that iPhone demand remains strong globally, plus Soros Fund Management reportedly boosted its Apple position during the quarter. George Soros’s fund buys Berkshire Hathaway stock — now that Buffett is gone
Positive Sentiment: Apple reportedly cut iPhone 17 prices in China ahead of the 618 shopping festival, which could help support unit sales in a key market. Apple Cuts iPhone 17 Prices in China
Neutral Sentiment: OpenAI is considering legal action over its strained ChatGPT partnership with Apple, which adds uncertainty around Apple’s AI strategy and could weigh on sentiment if the dispute escalates. OpenAI explores legal options against Apple
Neutral Sentiment: Reports that Anthropic’s Mythos AI found vulnerabilities in Apple’s macOS/iOS are a reminder of ongoing security scrutiny, but the news is more reputational than fundamentally financial for now. Anthropic’s Mythos Helped Find Bugs in Apple’s Desktop Operating System

Insider Activity at Apple

In related news, CFO Kevan Parekh sold 1,534 shares of Apple stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total transaction of $421,850.00. Following the transaction, the chief financial officer owned 13,366 shares in the company, valued at approximately $3,675,650. The trade was a 10.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Ben Borders sold 1,274 shares of Apple stock in a transaction on Friday, May 8th. The shares were sold at an average price of $290.00, for a total transaction of $369,460.00. Following the transaction, the insider owned 38,713 shares in the company, valued at $11,226,770. The trade was a 3.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 97,759 shares of company stock worth $24,964,305 in the last 90 days. Company insiders own 0.06% of the company’s stock.

Apple Company Profile

(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.