Ownership history in PFS Partners, LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which PFS Partners, 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 PFS Partners, LLC outperformed the S&P 500 by +1.3% annually on this AAPL position. Timing score: 62% (5/8 decisions correct). Average cost basis: $204.61. Maximum drawdown during holding period: β17.9%.
β
Outperformed SPY on this position by 1.3% ann.
8 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 8 add/trim decisions correct
Best entry: $204.55 (2025 Q2) Β· Worst: $254.15 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 7 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
π PFS Partners, LLC has been actively increasing its AAPL allocation β a bullish signal from insiders.
Currently 1.01% 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