Apple Inc. $AAPL Shares Sold by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA
MarketBeat
Last updated: May 21, 2026
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA reduced its Apple stake by 0.8% in Q4, to 1,417,914 shares, after selling 10,979. Apple accounts for about 3.3% of the portfolio and is the eighth-largest holding, valued at roughly $366.204 million; institutional ownership is about 67.73%.
- Ownership and activity: Milestone Asset Management lifted its Apple stake by 78.2% to 78,787 shares ($21.419 million). Juno Financial Group opened a new position worth $1.898 million. Teacher Retirement System of Texas increased to 4,682,646 shares ($1.273 billion; up 11.1%). Trail Ridge grew to 54,081 shares ($14.702 million); Joseph P. Lucia & Associates to 47,545 ($12.926 million). Insiders sold: Ben Borders 1,274 shares at $290; Deirdre O'brien 30,002 shares at $255.35; total last 90 days: 97,759 shares worth $24.964 million; insiders own 0.06%.
- Analyst ratings and targets: Monness Crespi & Hardt raised Apple to a $335 target with a Buy rating; Jefferies set $330; UBS $296 with Neutral; Phillip Securities upgraded to Hold; RBC $325. Overall, 1 Strong Buy, 22 Buy, 11 Hold, 1 Sell; MarketBeat shows a Moderate Buy with a $308.74 average target.
