Ownership history in Boyd Wealth Management, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Boyd Wealth Management, LLC 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 Boyd Wealth Management, LLC outperformed the S&P 500 by +3.6% annually on this AAPL position. Timing score: 44% (7/16 decisions correct). Average cost basis: $173.48. Maximum drawdown during holding period: β26.4%.
β
Outperformed SPY on this position by 3.6% ann.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct
Best entry: $127.88 (2022 Q4) Β· Worst: $249.06 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 3 trims. Bought during 7 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.48% 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