Ownership history in WMS Partners, LLC Β· 40 quarters on record
This page tracks every 13F SEC filing in which WMS Partners, LLC reported a position in ALPHABET INC (GOOGL). 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 WMS Partners, LLC outperformed the S&P 500 by +7.0% annually on this GOOGL position. Timing score: 53% (19/36 decisions correct). Average cost basis: $95.26. Maximum drawdown during holding period: β39.1%.
π₯ Exceptional β beat the S&P 500 by 7.0% per year on this position.
39 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
19 of 36 add/trim decisions correct
Best entry: $34.89 (2016 Q2) Β· Worst: $188.43 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 20 trims. Bought during 6 of 13 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.06% 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