Ownership history in WD RUTHERFORD LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which WD RUTHERFORD 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 WD RUTHERFORD LLC outperformed the S&P 500 by +4.3% annually on this AAPL position. Timing score: 40% (8/20 decisions correct). Average cost basis: $129.82. Maximum drawdown during holding period: β26.4%.
β
Outperformed SPY on this position by 4.3% ann.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 20 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.
2 adds Β· 19 trims. Bought during 0 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.34% 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