Ownership history in W ADVISORS, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which W ADVISORS, 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 W ADVISORS, LLC outperformed the S&P 500 by +6.4% annually on this AAPL position. Timing score: 46% (6/13 decisions correct). Average cost basis: $139.58. Maximum drawdown during holding period: β17.9%.
π₯ Exceptional β beat the S&P 500 by 6.4% per year on this position.
13 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct
Best entry: $134.15 (2022 Q2) Β· Worst: $271.61 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 2 trims. Bought during 3 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.46% 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