Ownership history in ARROW FINANCIAL CORP Β· 75 quarters on record
This page tracks every 13F SEC filing in which ARROW FINANCIAL CORP reported a position in APPLE INC COM (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 ARROW FINANCIAL CORP outperformed the S&P 500 by +16.9% annually on this AAPL position. Timing score: 38% (28/73 decisions correct). Average cost basis: $74.52. Maximum drawdown during holding period: β56.9%.
π₯ Exceptional β beat the S&P 500 by 16.9% per year on this position.
73 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
28 of 73 add/trim decisions correct
Best entry: $3.15 (2009 Q1) Β· Worst: $254.15 (2025 Q3)
πͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.
22 adds Β· 53 trims. Bought during 6 of 23 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.93% 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