Ownership history in Armstrong, Fleming & Moore, Inc Β· 11 quarters on record
This page tracks every 13F SEC filing in which Armstrong, Fleming & Moore, Inc 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 Armstrong, Fleming & Moore, Inc underperformed the S&P 500 by β1.9% annually on this AAPL position. Timing score: 40% (4/10 decisions correct). Average cost basis: $197.19. Maximum drawdown during holding period: β17.9%.
β οΈ Trailed SPY by 1.9% ann. on this position.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 10 add/trim decisions correct
Best entry: $191.46 (2023 Q2) Β· Worst: $204.55 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 9 trims. Bought during 1 of 4 down-price quarters. π Predominantly trimming β distribution phase.
π Armstrong, Fleming & Moore, Inc has been actively increasing its AAPL allocation β a bullish signal from insiders.
Currently 11.16% 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