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Essex Investment Management’s Apple AAPL Stock Holding History

Essex Investment Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.27M Sell
32,580
-2,288
-7% -$595K 1.31% 15
2025
Q4 		$9.48M Sell
34,868
-1,392
-4% -$374K 1.45% 10
2025
Q3 		$9.23M Sell
36,260
-387
-1% -$87.4K 1.41% 13
2025
Q2 		$7.52M Sell
36,647
-909
-2% -$184K 1.37% 11
2025
Q1 		$8.34M Sell
37,556
-4,084
-10% -$946K 1.74% 4
2024
Q4 		$10.4M Sell
41,640
-594
-1% -$140K 1.88% 3
2024
Q3 		$9.84M Sell
42,234
-12,865
-23% -$2.87M 1.72% 3
2024
Q2 		$11.6M Sell
55,099
-7,459
-12% -$1.39M 2.17% 2
2024
Q1 		$10.7M Sell
62,558
-6,226
-9% -$1.13M 2.12% 2
2023
Q4 		$13.2M Sell
68,784
-13,194
-16% -$2.44M 2.61% 2
2023
Q3 		$14M Sell
81,978
-1,846
-2% -$339K 2.29% 1
2023
Q2 		$16.3M Sell
83,824
-9,846
-11% -$1.72M 2.27% 1
2023
Q1 		$15.4M Sell
93,670
-10,959
-10% -$1.62M 2.25% 1
2022
Q4 		$13.6M Sell
104,629
-2,717
-3% -$388K 2.12% 1
2022
Q3 		$14.8M Sell
107,346
-317
-0.3% -$49.8K 2.37% 1
2022
Q2 		$14.7M Sell
107,663
-7,438
-6% -$1.13M 2.38% 1
2022
Q1 		$20.1M Sell
115,101
-2,650
-2% -$446K 2.5% 1
2021
Q4 		$20.9M Sell
117,751
-617
-0.5% -$97.5K 2.39% 1
2021
Q3 		$16.7M Sell
118,368
-277
-0.2% -$40.8K 2.05% 4
2021
Q2 		$16.3M Sell
118,645
-13,287
-10% -$1.72M 1.89% 4
2021
Q1 		$16.1M Sell
131,932
-5,082
-4% -$652K 1.97% 2
2020
Q4 		$18.2M Buy
137,014
+21,256
+18% +$2.56M 2.26% 3
2020
Q3 		$13.4M Sell
115,758
-35,874
-24% -$3.91M 1.92% 4
2020
Q2 		$13.8M Sell
151,632
-29,620
-16% -$2.3M 2.27% 3
2020
Q1 		$11.5M Sell
181,252
-7,020
-4% -$516K 2.33% 3
2019
Q4 		$13.8M Buy
188,272
+128,100
+213% +$8.24M 1.7% 5
2019
Q3 		$3.37M Buy
60,172
+42,068
+232% +$2.2M 0.49% 49
2019
Q2 		$896K Sell
18,104
-4
-0% -$195 0.12% 235
2019
Q1 		$860K Sell
18,108
-18,016
-50% -$764K 0.13% 219
2018
Q4 		$1.43M Sell
36,124
-208,560
-85% -$10.1M 0.22% 139
2018
Q3 		$13.8M Buy
244,684
+54,892
+29% +$2.86M 1.62% 6
2018
Q2 		$8.78M Sell
189,792
-45,896
-19% -$2.08M 1.1% 13
2018
Q1 		$9.89M Sell
235,688
-40,316
-15% -$1.74M 1.3% 10
2017
Q4 		$11.7M Sell
276,004
-117,800
-30% -$4.92M 1.54% 9
2017
Q3 		$15.2M Sell
393,804
-167,116
-30% -$6.48M 2.06% 3
2017
Q2 		$20.2M Sell
560,920
-5,672
-1% -$210K 2.89% 2
2017
Q1 		$20.3M Sell
566,592
-150,564
-21% -$4.96M 3.19% 2
2016
Q4 		$20.8M Buy
717,156
+60,608
+9% +$1.72M 3.42% 2
2016
Q3 		$18.6M Buy
656,548
+561,152
+588% +$14.9M 2.99% 2
2016
Q2 		$2.28M Sell
95,396
-185,860
-66% -$4.62M 0.38% 67
2016
Q1 		$7.66M Buy
281,256
+158,888
+130% +$3.96M 1.31% 20
2015
Q4 		$3.22M Sell
122,368
-224,780
-65% -$6.42M 0.5% 49
2015
Q3 		$9.57M Sell
347,148
-147,220
-30% -$4.32M 1.57% 12
2015
Q2 		$15.5M Sell
494,368
-22,740
-4% -$727K 2.34% 2
2015
Q1 		$16.1M Sell
517,108
-25,932
-5% -$783K 2.25% 3
2014
Q4 		$15M Buy
543,040
+306,288
+129% +$8.33M 2.18% 5
2014
Q3 		$5.96M Sell
236,752
-368,172
-61% -$9.04M 0.91% 27
2014
Q2 		$14.1M Sell
604,924
-30,788
-5% -$655K 2.07% 3
2014
Q1 		$12.2M Sell
635,712
-113,288
-15% -$2.15M 1.77% 5
2013
Q4 		$15M Buy
+749,000
New +$14.2M 2.12% 4
2013
Q3 		– Sell
-394,660
Closed -$5.59M – 357
2013
Q2 		$5.59M Buy
+394,660
New +$6.07M 0.99% 22

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Essex Investment Management's AAPL Position: Q1 2026 in Review

Essex Investment Management reduced its Apple (AAPL) stake by 6.6% in Q1 2026, selling an estimated $595K and leaving 32,580 shares worth $8.27M. The position accounts for 1.31% of the portfolio, ranked #15.

Essex Investment Management first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $20.9M in Q4 2021. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Essex Investment Management held 32,580 shares of Apple worth $8.27M as of Q1 2026.
  • Essex Investment Management sold 2,288 Apple shares in Q1 2026, an estimated $595K.
  • Apple made up 1.31% of Essex Investment Management's portfolio in Q1 2026, its #15 holding.
  • Essex Investment Management first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
  • Essex Investment Management's Apple position peaked at $20.9M in Q4 2021.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.