Ownership history in Crossmark Global Holdings, Inc. Β· 34 quarters on record
This page tracks every 13F SEC filing in which Crossmark Global Holdings, Inc. reported a position in APPLE COMPUTER 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 Crossmark Global Holdings, Inc. outperformed the S&P 500 by +1.6% annually on this AAPL position. Timing score: 45% (14/31 decisions correct). Average cost basis: $154.16. Maximum drawdown during holding period: β29.9%.
β
Outperformed SPY on this position by 1.6% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 31 add/trim decisions correct
Best entry: $61.44 (2020 Q1) Β· Worst: $271.61 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
12 adds Β· 21 trims. Bought during 5 of 11 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 4.31% 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