US Asset Management LLC Decreases Stock Position in Apple Inc. $AAPL

13 Oct 2025, 06:10 by Renee Jackson · The Cerbat Gem

US Asset Management LLC trimmed its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,628 shares of the iPhone maker’s stock after selling 59 shares during the period. Apple accounts for 6.7% of US Asset Management LLC’s portfolio, making the stock its 3rd largest holding. US Asset Management LLC’s holdings in Apple were worth $7,720,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Kingstone Capital Partners Texas LLC grew its stake in Apple by 573,627.2% during the second quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock valued at $39,065,374,000 after acquiring an additional 205,656,808 shares in the last quarter. Nuveen LLC purchased a new position in Apple during the first quarter valued at $17,472,482,000. GAMMA Investing LLC grew its stake in Apple by 25,934.1% during the first quarter. GAMMA Investing LLC now owns 60,066,398 shares of the iPhone maker’s stock valued at $133,425,490,000 after acquiring an additional 59,835,676 shares in the last quarter. Northern Trust Corp grew its stake in Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares in the last quarter. Finally, Amundi grew its stake in Apple by 27.4% during the first quarter. Amundi now owns 68,190,569 shares of the iPhone maker’s stock valued at $13,870,795,000 after acquiring an additional 14,651,321 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Seaport Res Ptn raised shares of Apple to a “strong-buy” rating in a research note on Wednesday, October 1st. The Goldman Sachs Group reaffirmed a “buy” rating and set a $266.00 target price on shares of Apple in a research note on Tuesday, August 26th. JPMorgan Chase & Co. raised their target price on shares of Apple from $255.00 to $280.00 and gave the company an “overweight” rating in a research note on Friday, September 19th. Citigroup reiterated a “buy” rating on shares of Apple in a research report on Wednesday, September 10th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Apple in a research report on Wednesday, October 8th. Four research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $248.29.

Check Out Our Latest Stock Report on Apple

Apple Price Performance

AAPL stock opened at $245.27 on Monday. The company has a fifty day simple moving average of $237.61 and a two-hundred day simple moving average of $215.83. The firm has a market capitalization of $3.64 trillion, a P/E ratio of 37.22, a price-to-earnings-growth ratio of 2.39 and a beta of 1.09. The company has a quick ratio of 0.83, a current ratio of 0.87 and a debt-to-equity ratio of 1.25. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $260.10.

Apple (NASDAQ:AAPL – Get Free Report) last released its earnings results on Thursday, July 31st. The iPhone maker reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.14. The firm had revenue of $94.04 billion during the quarter, compared to analyst estimates of $88.64 billion. Apple had a net margin of 24.30% and a return on equity of 170.91%. The business’s revenue was up 9.6% on a year-over-year basis. During the same quarter last year, the business earned $1.40 EPS. Analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, August 14th. Stockholders of record on Monday, August 11th were issued a $0.26 dividend. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, August 11th. Apple’s dividend payout ratio (DPR) is 15.78%.

Insider Transactions at Apple

In other news, CEO Timothy D. Cook sold 129,963 shares of the firm’s stock in a transaction dated Thursday, October 2nd. The shares were sold at an average price of $256.81, for a total value of $33,375,798.03. Following the completion of the sale, the chief executive officer owned 3,280,295 shares in the company, valued at approximately $842,412,558.95. This trade represents a 3.81% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Deirdre O’brien sold 43,013 shares of the firm’s stock in a transaction dated Thursday, October 2nd. The stock was sold at an average price of $257.39, for a total transaction of $11,071,116.07. Following the completion of the sale, the senior vice president owned 136,687 shares of the company’s stock, valued at $35,181,866.93. This trade represents a 23.94% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 254,922 shares of company stock worth $64,320,190. 0.06% of the stock is currently owned by insiders.

Apple Profile

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