Ownership history in Activest Wealth Management Β· 17 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Activest Wealth Management outperformed the S&P 500 by +7.7% annually on this AAPL position. Timing score: 69% (11/16 decisions correct). Average cost basis: $198.10. Maximum drawdown during holding period: β22.8%.
π₯ Exceptional β beat the S&P 500 by 7.7% per year on this position.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 16 add/trim decisions correct
Best entry: $133.63 (2021 Q2) Β· Worst: $254.15 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 4 trims. Bought during 6 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 6.35% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size