EL
AAPL icon

Essex LLC’s Apple AAPL Stock Holding History

Essex LLC’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 		$8.34M Sell
32,848
-325
-1% -$84.6K 1.47% 18
2025
Q4 		$9.02M Sell
33,173
-628
-2% -$169K 1.6% 18
2025
Q3 		$8.61M Sell
33,801
-1,582
-4% -$357K 1.56% 18
2025
Q2 		$7.26M Buy
35,383
+5,204
+17% +$1.05M 1.43% 16
2025
Q1 		$6.7M Sell
30,179
-255
-0.8% -$59.1K 1.45% 13
2024
Q4 		$7.62M Sell
30,434
-2,074
-6% -$489K 1.6% 13
2024
Q3 		$7.57M Sell
32,508
-67
-0.2% -$15K 1.55% 13
2024
Q2 		$6.86M Sell
32,575
-1,037
-3% -$193K 1.53% 15
2024
Q1 		$5.76M Sell
33,612
-2,742
-8% -$499K 1.33% 17
2023
Q4 		$7M Buy
36,354
+3,951
+12% +$730K 1.74% 12
2023
Q3 		$5.55M Buy
32,403
+3,755
+13% +$689K 1.56% 13
2023
Q2 		$5.56M Sell
28,648
-301
-1% -$52.4K 1.55% 16
2023
Q1 		$3.76M Hold
28,949
– – 1.14% 27
2022
Q4 		$3.76M Sell
28,949
-1,552
-5% -$222K 1.14% 27
2022
Q3 		$4.21M Sell
30,501
-16,418
-35% -$2.58M 1.39% 18
2022
Q2 		$6.42M Buy
46,919
+55
+0.1% +$8.33K 1.99% 10
2022
Q1 		$8.18M Buy
46,864
+96
+0.2% +$16.1K 2.22% 7
2021
Q4 		$8.3M Sell
46,768
-364
-0.8% -$57.5K 2.22% 8
2021
Q3 		$6.67M Buy
+47,132
New +$6.94M 1.85% 10

Other funds holding AAPL

BlackRock
BlackRock New York $5.7T 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 $1.47T 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