Apple Inc. $AAPL Shares Purchased by Parnassus Investments LLC

12 Jun 2026, 08:29 by Doug Wharley · The Cerbat Gem

Parnassus Investments LLC increased its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 43.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,049,172 shares of the iPhone maker’s stock after purchasing an additional 1,518,322 shares during the period. Apple makes up 3.6% of Parnassus Investments LLC’s holdings, making the stock its 5th largest position. Parnassus Investments LLC’s holdings in Apple were worth $1,372,668,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sellwood Investment Partners LLC boosted its stake in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after purchasing an additional 71 shares during the period. ROSS JOHNSON & Associates LLC boosted its stake in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management bought a new stake in Apple during the 4th quarter worth about $65,000. PayPay Securities Corp lifted its position in Apple by 52.1% during the 4th quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker’s stock worth $99,000 after buying an additional 125 shares in the last quarter. Finally, eCIO Inc. bought a new stake in Apple during the 4th quarter worth about $112,000. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple News Summary

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple unveiled a much more capable Siri AI and broader iOS/macOS upgrades, reinforcing the company’s AI strategy and supporting a longer-term growth narrative. Siri upgrades show promise, but questions remain
Positive Sentiment: Several analysts lifted earnings expectations or reiterated confidence after WWDC, suggesting Apple’s fundamentals and services/iPhone ecosystem still support the stock. Analyst estimate updates
Positive Sentiment: Coverage highlighted Apple’s strong cash flow, low debt, and momentum, with some commentary pointing to potential upside if the next iPhone cycle and services growth accelerate. Does Apple Stock Have More Upside?
Neutral Sentiment: Apple was also cited as a “top stock” in Ken Griffin’s portfolio, which is supportive for sentiment but not a direct new catalyst. Apple Inc. (AAPL) Is A Top Stock In Ken Griffin’s Portfolio
Negative Sentiment: Despite the AI reveal, multiple reports said investors were underwhelmed because much of the rollout looks incremental and some Siri features may not feel fully differentiated yet. Apple Unveils Siri AI. Here’s Why It’s Not Impressing Investors
Negative Sentiment: Technical and options commentary pointed to caution, suggesting some traders still see limited near-term upside after the post-WWDC pullback. Option Activity Suggests Caution On Apple’s Intermediate-Term Outlook

Apple Stock Up 1.4%

AAPL opened at $295.63 on Friday. Apple Inc. has a 1-year low of $195.07 and a 1-year high of $317.40. The stock’s fifty day simple moving average is $284.93 and its 200 day simple moving average is $272.14. 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 stock has a market cap of $4.34 trillion, a PE ratio of 35.75, a price-to-earnings-growth ratio of 2.54 and a beta of 1.09.

Apple (NASDAQ:AAPL – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. Apple had a return on equity of 146.69% and a net margin of 27.15%.The business had revenue of $111.18 billion for the quarter, compared to analysts’ expectations of $109.46 billion. During the same quarter in the prior year, the business earned $1.65 EPS. The firm’s revenue for the quarter was up 16.6% on a year-over-year basis. As a group, research analysts expect that Apple Inc. will post 8.75 earnings per share for the current year.

Apple Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Shareholders 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 was Monday, May 11th. Apple’s dividend payout ratio (DPR) is 13.06%.

Analyst Ratings Changes

Several brokerages have commented on AAPL. Jefferies Financial Group reissued a “hold” rating on shares of Apple in a research report on Tuesday. Needham & Company LLC reissued a “hold” rating on shares of Apple in a research report on Tuesday. Sanford C. Bernstein reissued an “outperform” rating on shares of Apple in a research report on Monday. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a research report on Monday, March 2nd. Finally, Maxim Group reissued a “buy” rating and set a $350.00 price target (up from $310.00) on shares of Apple in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $314.59.

View Our Latest Analysis on Apple

Insider Activity at Apple

In other Apple news, CEO Timothy D. Cook sold 64,949 shares of the firm’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the sale, the chief executive officer directly owned 3,280,418 shares in the company, valued at $833,980,668.14. This trade represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 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 stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the sale, the chief financial officer owned 13,366 shares of the company’s stock, valued at $3,675,650. This trade represents a 10.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 97,759 shares of company stock valued at $24,964,305. 0.06% of the stock is currently owned by insiders.

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.

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