Ownership history in StrongBox Wealth, LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which StrongBox Wealth, 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 StrongBox Wealth, LLC outperformed the S&P 500 by +11.5% annually on this AAPL position. Timing score: 55% (12/22 decisions correct). Average cost basis: $112.83. Maximum drawdown during holding period: β26.4%.
π₯ Exceptional β beat the S&P 500 by 11.5% per year on this position.
23 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 22 add/trim decisions correct
Best entry: $61.44 (2020 Q1) Β· Worst: $209.00 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 13 trims. Bought during 3 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.8% 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