Ownership history in Mill Capital Management, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Mill Capital 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 Mill Capital Management, LLC outperformed the S&P 500 by +3.6% annually on this AAPL position. Timing score: 38% (6/16 decisions correct). Average cost basis: $173.57. 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.
6 of 16 add/trim decisions correct
Best entry: $134.15 (2022 Q2) Β· Worst: $204.55 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 12 trims. Bought during 3 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 9.96% 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