TriaGen Wealth Management LLC Boosts Stock Holdings in Apple Inc. $AAPL
May 16, 2026
TriaGen Wealth Management LLC Boosts Stock Holdings in Apple Inc. $AAPL
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Key Points
- TriaGen Wealth Management increased its Apple stake by 6.0% in the fourth quarter, buying 9,660 more shares and bringing its total to 171,564 shares worth about $46.6 million. Apple is now the firm’s largest holding, making up 12.1% of its portfolio.
- Apple recently reported strong quarterly results, with EPS of $2.01 and revenue of $111.18 billion, both ahead of analyst expectations. The company also posted 16.6% year-over-year revenue growth and raised its quarterly dividend to $0.27 per share.
- Wall Street remains broadly bullish on Apple, with a consensus rating of Moderate Buy and an average price target of $308.74. Several analysts have recently raised targets, while the stock has been trading near its 52-week high.
- Five stocks to consider instead of Apple.
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TriaGen Wealth Management LLC boosted its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 6.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 171,564 shares of the iPhone maker’s stock after purchasing an additional 9,660 shares during the quarter. Apple comprises 12.1% of TriaGen Wealth Management LLC’s holdings, making the stock its biggest position. TriaGen Wealth Management LLC’s holdings in Apple were worth $46,641,000 at the end of the most recent quarter.
Other hedge funds have also recently bought and sold shares of the company. Isthmus Partners LLC lifted its position in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after purchasing an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC lifted its position in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after purchasing an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC lifted its position in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the last quarter. LSV Asset Management bought a new stake in Apple in the 4th quarter valued at about $65,000. Finally, 49 Wealth Management LLC lifted its position in Apple by 15.7% in the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after purchasing an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors.
Trending Headlines about 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
Wall Street Analysts Forecast Growth
Several analysts recently weighed in on the stock. Morgan Stanley reiterated an “overweight” rating and issued a $330.00 price objective (up from $315.00) on shares of Apple in a research report on Friday, May 1st. DA Davidson reiterated a “neutral” rating and issued a $270.00 price objective on shares of Apple in a research report on Friday, May 1st. BNP Paribas Exane upgraded shares of Apple from a “neutral” rating to an “outperform” rating and set a $300.00 price objective on the stock in a research report on Friday, April 17th. UBS Group set a $296.00 target price on shares of Apple and gave the company a “neutral” rating in a research note on Friday, May 1st. Finally, Moffett Nathanson raised their target price on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research note on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $308.74.
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Check Out Our Latest Analysis on Apple
Apple Stock Up 0.7%
Apple stock opened at $300.23 on Friday. The stock has a market cap of $4.41 trillion, a price-to-earnings ratio of 36.30, a PEG ratio of 2.60 and a beta of 1.06. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. The company’s 50-day moving average price is $265.37 and its two-hundred day moving average price is $267.48. Apple Inc. has a 52 week low of $193.46 and a 52 week high of $303.20.
Apple (NASDAQ:AAPL – Get Free Report) last released its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating the consensus estimate of $1.95 by $0.06. The firm had revenue of $111.18 billion for the quarter, compared to analysts’ expectations of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. Apple’s quarterly revenue was up 16.6% on a year-over-year basis. During the same quarter last year, the company earned $1.65 EPS. On average, analysts expect that Apple Inc. will post 8.74 EPS for the current fiscal year.
Apple Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were paid a $0.27 dividend. The ex-dividend date of this dividend was Monday, May 11th. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. This is an increase from Apple’s previous quarterly dividend of $0.26. Apple’s dividend payout ratio is presently 13.06%.
Insider Buying and Selling at Apple
In other news, CFO Kevan Parekh sold 1,534 shares of Apple stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total value of $421,850.00. Following the transaction, the chief financial officer owned 13,366 shares of the company’s stock, valued at $3,675,650. The trade was a 10.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, SVP Deirdre O’brien sold 30,002 shares of Apple stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the completion of the transaction, the senior vice president directly owned 136,810 shares in the company, valued at $34,934,433.50. This represents a 17.99% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 97,759 shares of company stock worth $24,964,305. 0.06% of the stock is currently owned by company insiders.
Apple Company Profile
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.
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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
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Ad Porter & Company
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he’s breaking the biggest story of his 26-year career – an economic shift not seen since 1776.nnFrom the government taking stakes in Intel, Lithium Americas, and MP Materials, to sweeping political changes reshaping the economy, Stansberry argues a rare ‘New 1776 Moment’ is already underway. One Nobel Prize winner calls it a dividing line for all of society.nnHis presentation covers the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.
Watch Porter Stansberry’s full briefing and learn how to prepare now
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Ad Porter & Company
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he’s breaking the biggest story of his 26-year career – an economic shift not seen since 1776.nnFrom the government taking stakes in Intel, Lithium Americas, and MP Materials, to sweeping political changes reshaping the economy, Stansberry argues a rare ‘New 1776 Moment’ is already underway. One Nobel Prize winner calls it a dividing line for all of society.nnHis presentation covers the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.
Watch Porter Stansberry’s full briefing and learn how to prepare now
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