Essex Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $82.1M | Buy |
323,679
+1,603
| +0.5% | +$417K | 4.61% | 1 |
|
|
2025
Q4 | $87.6M | Sell |
322,076
-3,286
| -1% | -$882K | 4.98% | 1 |
|
|
2025
Q3 | $82.8M | Sell |
325,362
-2,457
| -0.7% | -$555K | 4.96% | 1 |
|
|
2025
Q2 | $67.3M | Buy |
327,819
+4,443
| +1% | +$897K | 4.41% | 1 |
|
|
2025
Q1 | $71.8M | Sell |
323,376
-7,498
| -2% | -$1.74M | 5.17% | 1 |
|
|
2024
Q4 | $82.9M | Buy |
330,874
+8,352
| +3% | +$1.97M | 5.85% | 1 |
|
|
2024
Q3 | $76.1M | Sell |
322,522
-21,757
| -6% | -$4.86M | 5.47% | 1 |
|
|
2024
Q2 | $73.4M | Buy |
344,279
+62,592
| +22% | +$11.7M | 5.45% | 1 |
|
|
2024
Q1 | $48.3M | Buy |
281,687
+7,346
| +3% | +$1.34M | 4.45% | 1 |
|
|
2023
Q4 | $52.8M | Sell |
274,341
-2,323
| -0.8% | -$429K | 5.46% | 1 |
|
|
2023
Q3 | $47.4M | Sell |
276,664
-7,061
| -2% | -$1.29M | 5.48% | 1 |
|
|
2023
Q2 | $55M | Sell |
283,725
-14,624
| -5% | -$2.55M | 6.26% | 1 |
|
|
2023
Q1 | $49.2M | Buy |
298,349
+5,259
| +2% | +$776K | 5.18% | 1 |
|
|
2022
Q4 | $38.1M | Buy |
293,090
+15
| +0% | +$2.14K | 4.04% | 2 |
|
|
2022
Q3 | $40.5M | Buy |
293,075
+3,428
| +1% | +$538K | 4.83% | 2 |
|
|
2022
Q2 | $39.6M | Sell |
289,647
-251
| -0.1% | -$38K | 4.41% | 2 |
|
|
2022
Q1 | $50.6M | Sell |
289,898
-20,295
| -7% | -$3.41M | 4.86% | 1 |
|
|
2021
Q4 | $55.1M | Buy |
310,193
+14,623
| +5% | +$2.31M | 5.45% | 1 |
|
|
2021
Q3 | $41.8M | Buy |
295,570
+55,206
| +23% | +$8.13M | 4.78% | 1 |
|
|
2021
Q2 | $29.4M | Hold |
240,364
| – | – | 4.25% | 2 |
|
|
2021
Q1 | $29.4M | Buy |
240,364
+7,479
| +3% | +$960K | 5.27% | 1 |
|
|
2020
Q4 | $30.9M | Buy |
232,885
+11,500
| +5% | +$1.38M | 6.12% | 1 |
|
|
2020
Q3 | $25.6M | Buy |
221,385
+9,497
| +4% | +$1.04M | 6.3% | 1 |
|
|
2020
Q2 | $19.3M | Sell |
211,888
-27,052
| -11% | -$2.1M | 5.96% | 1 |
|
|
2020
Q1 | $15.2M | Buy |
238,940
+1,952
| +0.8% | +$144K | 5.41% | 1 |
|
|
2019
Q4 | $17.4M | Buy |
236,988
+10,096
| +4% | +$650K | 4.8% | 2 |
|
|
2019
Q3 | $12.7M | Sell |
226,892
-15,768
| -6% | -$824K | 4.09% | 2 |
|
|
2019
Q2 | $12M | Sell |
242,660
-7,984
| -3% | -$389K | 3.54% | 2 |
|
|
2019
Q1 | $11.9M | Sell |
250,644
-58,556
| -19% | -$2.48M | 3.6% | 2 |
|
|
2018
Q4 | $12.2M | Sell |
309,200
-68,008
| -18% | -$3.3M | 3.73% | 1 |
|
|
2018
Q3 | $21.3M | Sell |
377,208
-14,788
| -4% | -$770K | 4.69% | 1 |
|
|
2018
Q2 | $18.1M | Buy |
391,996
+5,636
| +1% | +$256K | 4.37% | 1 |
|
|
2018
Q1 | $16.2M | Buy |
386,360
+2,096
| +0.5% | +$90.2K | 3.18% | 1 |
|
|
2017
Q4 | $16.3M | Sell |
384,264
-2,424
| -0.6% | -$101K | 3.86% | 1 |
|
|
2017
Q3 | $14.9M | Buy |
386,688
+836
| +0.2% | +$32.4K | 3.66% | 1 |
|
|
2017
Q2 | $13.9M | Buy |
385,852
+23,196
| +6% | +$858K | 2.93% | 1 |
|
|
2017
Q1 | $13M | Sell |
362,656
-58,336
| -14% | -$1.92M | 2.99% | 3 |
|
|
2016
Q4 | $12.2M | Buy |
420,992
+42,520
| +11% | +$1.21M | 2.61% | 3 |
|
|
2016
Q3 | $10.7M | Sell |
378,472
-9,372
| -2% | -$248K | 2.54% | 5 |
|
|
2016
Q2 | $9.27M | Sell |
387,844
-10,436
| -3% | -$259K | 2.24% | 5 |
|
|
2016
Q1 | $10.9M | Sell |
398,280
-8,428
| -2% | -$210K | 2.69% | 4 |
|
|
2015
Q4 | $10.7M | Buy |
406,708
+16,444
| +4% | +$470K | 2.57% | 5 |
|
|
2015
Q3 | $10.8M | Sell |
390,264
-908
| -0.2% | -$26.6K | 2.8% | 3 |
|
|
2015
Q2 | $12.3M | Buy |
391,172
+22,080
| +6% | +$706K | 3.16% | 2 |
|
|
2015
Q1 | $11.5M | Buy |
369,092
+19,788
| +6% | +$598K | 2.95% | 2 |
|
|
2014
Q4 | $9.64M | Buy |
349,304
+25,964
| +8% | +$706K | 2.51% | 4 |
|
|
2014
Q3 | $8.14M | Sell |
323,340
-7,892
| -2% | -$194K | 2.43% | 4 |
|
|
2014
Q2 | $7.7M | Buy |
331,232
+22,224
| +7% | +$473K | 2.3% | 5 |
|
|
2014
Q1 | $5.92M | Buy |
309,008
+20,496
| +7% | +$390K | 1.93% | 9 |
|
|
2013
Q4 | $5.78M | Buy |
288,512
+6,888
| +2% | +$130K | 1.96% | 9 |
|
|
2013
Q3 | $4.79K | Sell |
281,624
-24,948
| -8% | -$414K | 1.51% | 9 |
|
|
2013
Q2 | $4.34M | Buy |
+306,572
| New | +$4.72M | 1.52% | 12 |
|
Other funds holding AAPL
VCM
VPM
Essex Financial Services's AAPL Position: Q1 2026 in Review
Essex Financial Services increased its Apple (AAPL) stake by 0.5% in Q1 2026, buying an estimated $417K and bringing the position to 323,679 shares worth $82.1M. The position accounts for 4.61% of the portfolio, ranked #1.
Essex Financial Services first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $87.6M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Essex Financial Services held 323,679 shares of Apple worth $82.1M as of Q1 2026.
- Essex Financial Services bought 1,603 Apple shares in Q1 2026, an estimated $417K.
- Apple made up 4.61% of Essex Financial Services's portfolio in Q1 2026, its #1 holding.
- Essex Financial Services first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Essex Financial Services's Apple position peaked at $87.6M in Q4 2025.
- 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.