Advisory Firms Adjust Stock Positions in Apple

6/30/2025 at 07:04 AM
Sentiment: 0.774
15 sources

Apple Inc. (NASDAQ:AAPL) is frequently involved in stock position adjustments, with various advisory firms buying, selling, or boosting their stake in the company.

Source Articles

HBW Advisory Services LLC decreased its Apple holdings by 10.8% in the first quarter, owning 37,581 shares valued at $8,348,000. Despite the reduction, institutional and hedge funds own 67.73% of Apple stock, with mixed analyst ratings and a share buyback plan.

Shares of Apple have contributed significantly to the Dow Jones Industrial Average's rise by 314 points, with Apple and Goldman Sachs fueling approximately a third of the index's intraday rally, showcasing positive momentum in the stock market.

Apple Inc. (NASDAQ: AAPL) closed at $201.03, maintaining its position above the $200 psychological level despite minor fluctuations. With a 0.82% gain over the past month, the stock demonstrates resilience and promising long-term investor sentiment.

Apple Inc. (AAPL) saw a volatile trading day, with its stock dipping after the market opened. Despite intraday fluctuations and short-term weakness, Apple's robust fundamentals and market capitalization make it a potential buying opportunity for long-term investors.

Apple Inc. (NASDAQ: AAPL) is poised for a bullish start to the week, with pre-market gains rising to 202.12 USD, potentially driving the stock higher past 203.22 USD resistance. Strong buying interest and psychological support at 200 USD bolster momentum.

RFG Advisory LLC increased its stake in Apple Inc. by 13.9% during the first quarter, owning 194,090 shares valued at $43,113,000. Institutional investors and analysts show strong interest in AAPL, with buy recommendations and a $234.39 price target.

Freestate Advisors LLC increased its Apple holdings by 3.8% in the first quarter, owning 4,054 shares valued at $900,000. Institutional ownership continues to grow, with numerous firms adjusting their Apple positions, reflecting sustained investor interest in the company.

Affiance Financial LLC decreased its Apple holdings by 8.9% in Q1, selling 4,583 shares. Apple remains the fund's 10th largest holding, worth $10,454,000, comprising 2.4% of its portfolio. Institutional investors hold 67.73% of Apple's stock.

InvesTrust reduced its Apple Inc. holdings by 1.0% in the first quarter, now owning 42,796 shares valued at $9,506,000. Apple remains the fund's fourth biggest holding, accounting for approximately 2.6% of its investment portfolio.

Sentry Investment Management LLC decreased its Apple shares by 30.8% in the first quarter, owning 43,785 shares worth $9,726,000 by quarter's end. Apple remains a major portfolio component, while other analysts adjusted price targets and ratings for AAPL.

Smith Anglin Financial LLC increased its holdings in Apple Inc. by 1.7%, owning 108,875 shares worth $24,184,000. Several other hedge funds acquired new positions in the company. Apple declared a $100 billion buyback plan and increased its dividend.

EWG Elevate Inc. reduced its stake in Apple by 7% in Q1, owning 13,000 shares worth $2,888,000, while hedge funds like GAMMA Investing LLC and Vanguard Group notably increased their positions, highlighting institutional interest in AAPL's stock.

Whipplewood Advisors LLC increased its Apple shares by 5.8% in Q1, holding 18,981 worth $3,902,000, making Apple its 16th largest position at 1.2%. Institutional investors own 67.73% of Apple stock, boosting overall holdings in Q1.

Kwmg LLC raised its AAPL holdings by 1.4% in the first quarter; several analysts forecast growth, issuing mixed ratings and an average "Moderate Buy." Insiders sold shares worth $42 million in recent sales. Apple increased its dividend and announced a $100 billion stock repurchase plan.

Marshall & Sullivan Inc. WA increased its Apple Inc. holdings by 3.7% in Q1, now owning 29,163 shares valued at $6,478,000, making Apple its 10th largest portfolio position. The stock remains a significant part of institutional investors' portfolios, comprising 67.73%.

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