Ownership history in Pacific Wealth Management Β· 20 quarters on record
This page tracks every 13F SEC filing in which Pacific Wealth Management 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 Pacific Wealth Management outperformed the S&P 500 by +4.2% annually on this AAPL position. Timing score: 100% (4/4 decisions correct). Average cost basis: $164.71. Maximum drawdown during holding period: β26.4%.
β
Outperformed SPY on this position by 4.2% ann.
19 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 4 add/trim decisions correct
Best entry: $129.05 (2020 Q4) Β· Worst: $254.15 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 1 trim. Bought during 1 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 0.28% 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