Essex Financial Services, Inc. / AAPL
Essex Financial Services, Inc.’s Apple Inc Position
Does Essex Financial Services, Inc. own Apple Inc (AAPL)? Yes — 323.7K shares worth $82M (+4.61% of its 13F portfolio) as of Q1 2026, up from 322.1K shares the prior filed quarter.
Position Value
$82M
Q1 2026
Shares
323.7K
% of Portfolio
+4.61%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 323.7K | $82M | +4.61% |
| Q4 2025 | 322.1K | $88M | +4.98% |
| Q3 2025 | 325.4K | $83M | +4.96% |
| Q2 2025 | 327.8K | $67M | +4.41% |
| Q1 2025 | 323.4K | $72M | +5.17% |
| Q4 2024 | 330.9K | $83M | +5.85% |
| Q3 2024 | 322.5K | $76M | +5.47% |
| Q2 2024 | 344.3K | $73M | +5.45% |
| Q1 2024 | 281.7K | $48M | +4.45% |
| Q4 2023 | 274.3K | $53M | +5.46% |
| Q3 2023 | 276.7K | $47M | +5.48% |
| Q2 2023 | 283.7K | $55M | +6.26% |
| Q1 2023 | 298.3K | $49M | +5.18% |
| Q4 2022 | 293.1K | $38,081 | +4.04% |
| Q3 2022 | 293.1K | $41M | +4.83% |
| Q2 2022 | 289.6K | $40M | +4.41% |
| Q1 2022 | 289.9K | $51M | +4.86% |
| Q4 2021 | 310.2K | $55M | +5.45% |
| Q3 2021 | 295.6K | $42M | +4.78% |
| Q2 2021 | 240.4K | $29M | +4.25% |
| Q1 2021 | 240.4K | $29M | +5.27% |
| Q4 2020 | 232.9K | $31M | +6.12% |
| Q3 2020 | 221.4K | $26M | +6.30% |
| Q2 2020 | 53.0K | $19M | +5.96% |
| Q1 2020 | 59.7K | $15M | +5.41% |
| Q4 2019 | 59.2K | $17M | +4.80% |
| Q3 2019 | 56.7K | $13M | +4.09% |
| Q2 2019 | 60.7K | $12M | +3.54% |
| Q1 2019 | 62.7K | $12M | +3.60% |
| Q4 2018 | 77.3K | $12M | +3.73% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Essex Financial Services, Inc.’s full portfolio or all institutional holders of AAPL.