Ownership history in CONCENTRIC WEALTH MANAGEMENT, LLC Β· 32 quarters on record
This page tracks every 13F SEC filing in which CONCENTRIC WEALTH MANAGEMENT, LLC reported a position in Apple (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 CONCENTRIC WEALTH MANAGEMENT, LLC outperformed the S&P 500 by +16.6% annually on this AAPL position. Timing score: 67% (20/30 decisions correct). Average cost basis: $125.66. Maximum drawdown during holding period: β29.9%.
π₯ Exceptional β beat the S&P 500 by 16.6% per year on this position.
30 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
20 of 30 add/trim decisions correct
Best entry: $33.22 (2017 Q1) Β· Worst: $231.48 (2024 Q3)
πͺ Held through 2 major drawdowns (>20%).
25 adds Β· 7 trims. Bought during 7 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π CONCENTRIC WEALTH MANAGEMENT, LLC has been actively increasing its AAPL allocation β a bullish signal from insiders.
Currently 3.38% 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