Ownership history in Aries Wealth Management Β· 33 quarters on record
This page tracks every 13F SEC filing in which Aries 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 Aries Wealth Management outperformed the S&P 500 by +15.5% annually on this AAPL position. Timing score: 50% (15/30 decisions correct). Average cost basis: $150.60. Maximum drawdown during holding period: β29.9%.
π₯ Exceptional β beat the S&P 500 by 15.5% per year on this position.
31 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 30 add/trim decisions correct
Best entry: $39.42 (2018 Q1) Β· Worst: $173.76 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
11 adds Β· 21 trims. Bought during 4 of 10 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.25% 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