Essex Savings Bank’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.9M | Sell |
106,814
-785
| -0.7% | -$225K | 6.68% | 1 |
|
|
2026
Q1 | $27.3M | Sell |
107,599
-2,881
| -3% | -$750K | 6.04% | 3 |
|
|
2025
Q4 | $30M | Sell |
110,480
-536
| -0.5% | -$144K | 6.51% | 1 |
|
|
2025
Q3 | $28.3M | Sell |
111,016
-317
| -0.3% | -$71.6K | 6.37% | 1 |
|
|
2025
Q2 | $22.8M | Sell |
111,333
-2,257
| -2% | -$456K | 5.44% | 1 |
|
|
2025
Q1 | $25.2M | Buy |
113,590
+942
| +0.8% | +$218K | 6.2% | 1 |
|
|
2024
Q4 | $28.2M | Buy |
112,648
+830
| +0.7% | +$196K | 6.98% | 1 |
|
|
2024
Q3 | $26.1M | Buy |
111,818
+3,031
| +3% | +$677K | 6.5% | 1 |
|
|
2024
Q2 | $22.9M | Sell |
108,787
-2,514
| -2% | -$469K | 6.17% | 1 |
|
|
2024
Q1 | $21.4M | Hold |
111,301
| – | – | 6.23% | 1 |
|
|
2023
Q4 | $21.4M | Buy |
111,301
+7,159
| +7% | +$1.32M | 6.23% | 1 |
|
|
2023
Q3 | $17.8M | Sell |
104,142
-515
| -0.5% | -$94.4K | 6.02% | 3 |
|
|
2023
Q2 | $20.3M | Sell |
104,657
-505
| -0.5% | -$88K | 6.78% | 2 |
|
|
2023
Q1 | $17.3M | Sell |
105,162
-1,402
| -1% | -$207K | 6.06% | 3 |
|
|
2022
Q4 | $13.8M | Sell |
106,564
-3,171
| -3% | -$453K | 4.87% | 3 |
|
|
2022
Q3 | $15.2M | Buy |
109,735
+54
| +0% | +$8.47K | 6.03% | 3 |
|
|
2022
Q2 | $15M | Sell |
109,681
-1,022
| -0.9% | -$155K | 5.73% | 3 |
|
|
2022
Q1 | $19.3M | Buy |
110,703
+2,874
| +3% | +$483K | 6.39% | 2 |
|
|
2021
Q4 | $19.1M | Sell |
107,829
-793
| -0.7% | -$125K | 6.49% | 1 |
|
|
2021
Q3 | $16.5M | Sell |
108,622
-443
| -0.4% | -$65.2K | 6% | 1 |
|
|
2021
Q2 | $13.6M | Buy |
109,065
+1,825
| +2% | +$236K | 5.25% | 2 |
|
|
2021
Q1 | $13M | Sell |
107,240
-1,548
| -1% | -$199K | 5.7% | 2 |
|
|
2020
Q4 | $14.4M | Sell |
108,788
-3,090
| -3% | -$372K | 6.44% | 1 |
|
|
2020
Q3 | $13M | Sell |
111,878
-354
| -0.3% | -$38.6K | 6.35% | 1 |
|
|
2020
Q2 | $10.2M | Sell |
112,232
-856
| -0.8% | -$66.3K | 6.08% | 1 |
|
|
2020
Q1 | $7.19M | Sell |
113,088
-2,020
| -2% | -$149K | 5.12% | 3 |
|
|
2019
Q4 | $8.45M | Sell |
115,108
-2,536
| -2% | -$163K | 4.31% | 4 |
|
|
2019
Q3 | $6.59M | Sell |
117,644
-37,164
| -24% | -$1.94M | 3.49% | 6 |
|
|
2019
Q2 | $7.66M | Buy |
154,808
+57,004
| +58% | +$2.78M | 2.69% | 4 |
|
|
2019
Q1 | $4.64M | Buy |
97,804
+1,456
| +2% | +$61.8K | 2.64% | 6 |
|
|
2018
Q4 | $3.8M | Buy |
+96,348
| New | +$4.67M | 2.38% | 6 |
|
Other funds holding AAPL
Essex Savings Bank's AAPL Position: Q2 2026 in Review
Essex Savings Bank reduced its Apple (AAPL) stake by 0.73% in Q2 2026, selling an estimated $225K and leaving 106,814 shares worth $30.9M. The position accounts for 6.68% of the portfolio, ranked #1.
Essex Savings Bank first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 3,884 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Essex Savings Bank held 106,814 shares of Apple worth $30.9M as of Q2 2026.
- Essex Savings Bank sold 785 Apple shares in Q2 2026, an estimated $225K.
- Apple made up 6.68% of Essex Savings Bank's portfolio in Q2 2026, its #1 holding.
- Essex Savings Bank first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 3,884 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.