LeConte Wealth Management LLC Boosts Stock Position in Apple Inc. $AAPL

January 8, 2026

LeConte Wealth Management LLC boosted its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 31.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 16,015 shares of the iPhone maker’s stock after purchasing an additional 3,861 shares during the quarter. Apple comprises about 2.7% of LeConte Wealth Management LLC’s holdings, making the stock its 11th largest position. LeConte Wealth Management LLC’s holdings in Apple were worth $4,078,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Financial Futures Ltd Liability Co. increased its stake in shares of Apple by 13.2% during the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock valued at $729,000 after acquiring an additional 415 shares during the last quarter. Monarch Capital Management Inc. increased its position in Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after purchasing an additional 2,920 shares during the last quarter. American National Bank & Trust increased its position in Apple by 2.4% during the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock worth $40,107,000 after purchasing an additional 4,543 shares during the last quarter. Riverwater Partners LLC boosted its holdings in shares of Apple by 17.9% in the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock valued at $1,109,000 after purchasing an additional 819 shares during the last quarter. Finally, Andina Capital Management LLC boosted its holdings in shares of Apple by 209.2% in the 1st quarter. Andina Capital Management LLC now owns 6,786 shares of the iPhone maker’s stock valued at $1,507,000 after purchasing an additional 4,591 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts have recently commented on AAPL shares. Barclays upped their price objective on Apple from $180.00 to $230.00 and gave the stock an “underweight” rating in a report on Friday, October 31st. Citigroup restated a “buy” rating and issued a $330.00 price objective (up from $315.00) on shares of Apple in a report on Tuesday, December 9th. UBS Group reaffirmed a “neutral” rating on shares of Apple in a research note on Tuesday. TD Cowen increased their target price on shares of Apple from $275.00 to $325.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Finally, JPMorgan Chase & Co. lifted their price target on shares of Apple from $290.00 to $305.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $283.92.

Check Out Our Latest Research Report on Apple

Apple News Summary

Here are the key news stories impacting Apple this week:

Positive Sentiment: JPMorgan set to take over the Apple Card program, ending a drawn-out, costly partnership with Goldman Sachs and removing a persistent operational/regulatory headache for Apple; transition expected to take ~24 months. This reduces execution risk around Apple’s consumer-finance offering. JPMorgan reaches deal to take over Apple credit card, WSJ reports
Positive Sentiment: Evercore names Apple a top tech pick ahead of a key iPhone upgrade cycle, signaling analyst conviction about near-term iPhone sales and upside to hardware/services revenue. AAPL: Evercore Calls Apple Top Tech Pick Ahead of Key iPhone Cycle
Positive Sentiment: Foxconn’s strong Q4 revenue (AI/server and device demand) is read as a bullish signal for iPhone demand, providing a supplier-confirmation boost to Apple’s hardware outlook. Gene Munster Flags Positive Signal For Nvidia And Apple As Foxconn Smashes Q4 Revenue Estimates
Neutral Sentiment: Investor calendar item: Apple has product/feature rollouts due Jan. 12 — a potential catalyst if new features meaningfully boost services engagement, but not yet a revenue-confirming event. Dear Apple Stock Fans, Mark Your Calendars for January 12
Negative Sentiment: Alphabet surpassed Apple in market capitalization, a headline that can pressure sentiment toward Apple by shifting index/flows and signaling competitive momentum for AI leaders outside Apple. Alphabet Surpasses Apple in Market Cap for First Time Since 2019
Negative Sentiment: Soaring memory prices pose margin pressure for hardware makers including Apple; higher component costs could compress gross margins if not passed to customers. Apple and Dell Face Soaring Memory Prices. How the Stocks Can Handle the Threat.
Negative Sentiment: App Store net revenue growth decelerated in December, a flag for services growth momentum that investors watch closely given services’ role in valuation. Apple App Store Net Revenue Growth Decelerates In December

Insider Activity at Apple

In other Apple news, CFO Kevan Parekh sold 4,199 shares of the stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the sale, the chief financial officer directly owned 8,765 shares of the company’s stock, valued at approximately $2,168,373.35. This represents a 32.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the completion of the transaction, the insider directly owned 15,098 shares of the company’s stock, valued at $4,095,030.54. This trade represents a 19.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.06% of the stock is currently owned by company insiders.

Apple Stock Performance

Apple stock opened at $260.35 on Thursday. The firm has a market capitalization of $3.85 trillion, a PE ratio of 34.85, a price-to-earnings-growth ratio of 2.45 and a beta of 1.09. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The stock’s 50 day moving average price is $273.30 and its 200 day moving average price is $246.00. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89.

Apple (NASDAQ:AAPL – Get Free Report) last posted its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. The company had revenue of $102.47 billion during the quarter, compared to analysts’ expectations of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. The firm’s revenue for the quarter was up 8.7% on a year-over-year basis. During the same period in the prior year, the company posted $1.64 EPS. As a group, sell-side analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Shareholders of record on Monday, November 10th were issued a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, November 10th. Apple’s dividend payout ratio (DPR) is currently 13.92%.

Apple 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.