Apple Inc. $AAPL Shares Sold by RKL Wealth Management LLC

March 11, 2026

RKL Wealth Management LLC lessened its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 5.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 124,968 shares of the iPhone maker’s stock after selling 6,617 shares during the quarter. Apple accounts for about 2.7% of RKL Wealth Management LLC’s investment portfolio, making the stock its 7th largest position. RKL Wealth Management LLC’s holdings in Apple were worth $31,821,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. American Alpha Advisors LLC boosted its stake in shares of Apple by 3.7% in the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock valued at $293,000 after purchasing an additional 41 shares in the last quarter. Capstone Wealth Management LLC increased its position in shares of Apple by 0.5% during the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after purchasing an additional 42 shares in the last quarter. Avant Capital LLC increased its position in shares of Apple by 0.9% during the 3rd quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker’s stock worth $1,226,000 after purchasing an additional 43 shares in the last quarter. Tacita Capital Inc lifted its holdings in Apple by 0.8% during the 3rd quarter. Tacita Capital Inc now owns 5,718 shares of the iPhone maker’s stock valued at $1,456,000 after purchasing an additional 44 shares during the last quarter. Finally, Aspetuck Financial Management LLC lifted its holdings in Apple by 0.3% during the 3rd quarter. Aspetuck Financial Management LLC now owns 17,702 shares of the iPhone maker’s stock valued at $4,507,000 after purchasing an additional 46 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors.

Apple Stock Performance

AAPL stock opened at $260.83 on Wednesday. The company has a 50 day moving average price of $263.04 and a 200 day moving average price of $261.18. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The stock has a market capitalization of $3.83 trillion, a PE ratio of 32.97, a price-to-earnings-growth ratio of 2.32 and a beta of 1.10.

Apple (NASDAQ:AAPL – Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period last year, the company earned $2.40 EPS. Analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were issued a $0.26 dividend. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is currently 13.15%.

Analysts Set New Price Targets

Several brokerages have weighed in on AAPL. Wedbush reaffirmed an “outperform” rating and set a $350.00 price objective on shares of Apple in a research note on Wednesday, March 4th. Loop Capital reiterated a “buy” rating and issued a $325.00 target price (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Monness Crespi & Hardt boosted their target price on Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a report on Friday, January 30th. UBS Group restated a “neutral” rating on shares of Apple in a research report on Wednesday, March 4th. Finally, Moffett Nathanson raised their price target on Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $297.58.

Get Our Latest Stock Report on Apple

Apple News Roundup

Here are the key news stories impacting Apple this week:

Positive Sentiment: India manufacturing surge lowers China concentration and tariff risk — Apple now makes roughly 25% of iPhones after a ~53% increase in India production last year, reducing geopolitical/tariff exposure and supporting margin resilience. Apple now makes one in four iPhones in India: report
Positive Sentiment: Move into lower‑priced devices could grow ecosystem and unit volumes — coverage highlights Apple’s new budget‑friendly iPhone 17e and a $599 MacBook Neo as deliberate steps to expand market share while protecting services revenue. Apple’s Newest Phone and Laptop Are More Budget-Friendly. Premium Products Could Be Next
Positive Sentiment: Analyst support remains — Citi reiterated a Buy and $315 target, citing resilient margins, expanding services and emerging AI upside, which underpins upside narratives despite cost pressures. Apple: Resilient Margins, Expanding Services, and Emerging AI Upside Support Buy Rating and $315 Target
Neutral Sentiment: PC market dynamics could be a relative winner for Apple — analysis suggests industry weakness (memory cost shock) may hurt rivals more than Apple, potentially supporting Mac share gains. The PC Collapse Has a Winner — and It’s Not Who You Think
Neutral Sentiment: Supplier shifts and competitor headlines — Bank of America warns Qualcomm faces loss of Apple business; this is more a negative for Qualcomm but signals Apple’s growing in‑house or alternate sourcing strategies. Qualcomm faces loss of Apple business, competitive pressures, says Bank of America
Negative Sentiment: Siri/AI issues delaying smart‑home hardware — Reported Siri troubles have pushed back a smart home display launch, signaling execution and AI software risks for new product lines. Apple’s Siri Troubles Put Smart Home Display On Hold
Negative Sentiment: Regulatory friction in Europe — German publishers say Apple’s revised app tracking rules don’t fix antitrust concerns and urge fines, adding potential regulatory/legal risk to its services/advertising ecosystem. German publishers reject Apple’s revised app tracking rules, urge antitrust fine
Negative Sentiment: Memory cost headwinds — Coverage flags rising DRAM prices as a near‑term margin pressure (a possible ~140bps headwind), which could temper profit expansion even as revenue grows. Apple Stock — Why Analysts Still Like It Despite A Memory Squeeze

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.