B. Metzler seel. Sohn & Co. AG Has $584.66 Million Holdings in Apple Inc. $AAPL

B. Metzler seel. Sohn & Co. AG decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 21.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,149,049 shares of the iPhone maker’s stock after selling 600,087 shares during the quarter. Apple makes up about 5.1% of B. Metzler seel. Sohn & Co. AG’s investment portfolio, making the stock its 5th largest position. B. Metzler seel. Sohn & Co. AG’s holdings in Apple were worth $584,662,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Isthmus Partners LLC raised its position in shares of Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after acquiring an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC raised its position in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC raised its position in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares during the last quarter. LSV Asset Management bought a new stake in shares of Apple during the fourth quarter worth $65,000. Finally, 49 Wealth Management LLC raised its position in shares of Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after acquiring an additional 40,543 shares during the last quarter. Institutional investors own 67.73% of the company’s stock.

Insider Buying and Selling

In other news, CEO Timothy D. Cook sold 64,949 shares of the firm’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total value of $16,511,984.27. Following the completion of the sale, the chief executive officer directly owned 3,280,418 shares of the company’s stock, valued at $833,980,668.14. This trade represents a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the firm’s 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 completion of the sale, the chief financial officer directly owned 13,366 shares of the company’s stock, valued at approximately $3,675,650. The trade was a 10.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 97,759 shares of company stock valued at $24,964,305. 0.06% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

AAPL has been the subject of a number of recent analyst reports. Citigroup reiterated a “buy” rating on shares of Apple in a report on Tuesday, April 21st. Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday, February 1st. Needham & Company LLC reiterated a “hold” rating on shares of Apple in a report on Friday, May 1st. Robert W. Baird set a $310.00 price objective on Apple in a report on Friday, May 1st. Finally, Wedbush reiterated an “outperform” rating and issued a $400.00 price objective (up from $350.00) on shares of Apple in a report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $308.74.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple said it blocked $2.2 billion in App Store fraud in 2025, reinforcing the strength of its platform controls and the durability of its services ecosystem. Apple Says It Blocked $2.2 Billion in App Store Fraud
• Positive Sentiment: Reports say Apple is bucking the worst smartphone slump since COVID, with iPhone 17 demand helping Apple stand out as the only top-five smartphone brand expected to grow in April 2026. Apple Bucks Worst Smartphone Slump Since COVID
• Positive Sentiment: Evercore ISI reiterated an Outperform rating and lifted its price target to $365, while other commentary highlighted Apple as a long-term earnings and free-cash-flow compounder. Is Apple Inc. One of Louis Navellier’s Top Long-Term Stock Picks on Earning Growth Prospects?
• Positive Sentiment: Analysts also pointed to Apple’s AI push and services opportunity, including a path to significantly higher service revenue as Apple Intelligence rolls out. Apple Inc. Targets $15B Service Revenue via AI
• Neutral Sentiment: Apple’s request for U.S. Supreme Court review of an Epic Games contempt order adds legal uncertainty, but the immediate stock impact is likely limited unless the Court takes the case. Apple asks US Supreme Court to review contempt order in Epic Games lawsuit
• Neutral Sentiment: Several articles framed Apple as a core long-term holding and a major competitor in AI, wearables, and consumer tech, which is supportive to sentiment but not a direct new catalyst. Should Investors Buy Microsoft Stock Instead of Apple Stock?
• Negative Sentiment: KeyBanc turned more cautious on Apple, warning that valuation looks stretched and that the shares may be due for profit-taking, which could cap upside in the near term. KeyBanc Turns Cautious on Apple Stock as Valuation Concerns Grow. It’s Due for Profit-Taking.

Apple Stock Performance

Shares of NASDAQ AAPL opened at $304.99 on Friday. The stock has a 50 day moving average price of $268.68 and a 200 day moving average price of $268.34. Apple Inc. has a 52 week low of $193.46 and a 52 week high of $305.54. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. The stock has a market capitalization of $4.48 trillion, a PE ratio of 36.88, a price-to-earnings-growth ratio of 2.63 and a beta of 1.06.

Apple (NASDAQ:AAPL) last issued its quarterly 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. Apple had a return on equity of 146.69% and a net margin of 27.15%.The firm had revenue of $111.18 billion during the quarter, compared to analysts’ expectations of $109.46 billion. During the same period in the prior year, the firm posted $1.65 earnings per share. The business’s quarterly revenue was up 16.6% compared to the same quarter last year. Analysts predict that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.4%. This is a boost from Apple’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Monday, May 11th. Apple’s payout ratio is currently 13.06%.

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.