Essex Savings Bank

13F Filings History

Latest 13F report
Q2 2025 - Jul 11, 2025
Value $
$420M
Signature - Title
Moira B. Martin - Senior Vice President/Senior Trust Officer
Location
Essex, CT
Summary
This page shows a list of all the recent 13F filings made by Essex Savings Bank. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Essex Savings Bank reported 310 stock holdings with total value $420M as of Q2 2025. Top holdings included AAPL, XOM, CVX, MSFT, and ADP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 310 $420M +$10.4M -$13.8M -$3.45M AAPL, XOM, CVX, MSFT, ADP 13F-HR 7/11/2025, 09:28 AM
Q1 2025 296 $407M +$12.5M -$7.65M +$4.88M AAPL, CVX, XOM, ADP, JNJ 13F-HR 4/21/2025, 06:56 AM
Q4 2024 297 $404M +$17.4M -$9.64M +$7.77M AAPL, CVX, XOM, ADP, MSFT 13F-HR 1/14/2025, 02:51 PM
Q3 2024 282 $401M +$25.1M -$13.2M +$11.8M AAPL, XOM, CVX, MSFT, ADP 13F-HR 11/1/2024, 03:26 PM
Q2 2024 264 $372M +$9.12M -$17.3M -$8.15M AAPL, CVX, XOM, MSFT, LLY 13F-HR 7/23/2024, 08:25 AM
Q1 2024 246 $321M +$219K $0 +$219K AAPL, CVX, XOM, JNJ, MSFT 13F-HR 4/22/2024, 08:03 AM
Q4 2023 264 $344M +$35.4M -$6.28M +$29.1M AAPL, CVX, XOM, JNJ, MSFT 13F-HR 1/22/2024, 09:23 AM
Q3 2023 230 $296M +$8.68M -$3.73M +$4.95M CVX, XOM, AAPL, JNJ, ADP 13F-HR 10/12/2023, 03:09 PM
Q2 2023 227 $300M +$7.35M -$5.91M +$1.44M CVX, AAPL, XOM, JNJ, ADP 13F-HR 7/19/2023, 04:49 PM
Q1 2023 223 $286M +$4.96M -$4.88M +$84.7K CVX, XOM, AAPL, JNJ, ADP 13F-HR 4/24/2023, 10:50 AM
Q4 2022 222 $284M +$11.4M -$6.05M +$5.34M CVX, XOM, AAPL, JNJ, ADP 13F-HR 1/18/2023, 06:43 AM
Q3 2022 206 $252M +$13.2M -$2.28M +$10.9M CVX, XOM, AAPL, JNJ, ADP 13F-HR 10/19/2022, 08:25 AM
Q2 2022 212 $262M +$7.93M -$3.32M +$4.62M CVX, XOM, AAPL, JNJ, ADP 13F-HR 7/19/2022, 07:57 AM
Q1 2022 222 $302M +$15.6M -$3.12M +$12.4M CVX, AAPL, XOM, JNJ, ADP 13F-HR 5/3/2022, 12:01 PM
Q4 2021 223 $295M +$8.44M -$3.07M +$5.37M AAPL, CVX, JNJ, XOM, ADP 13F-HR 2/23/2022, 11:03 AM
Q3 2021 207 $275M +$11.4M -$7.4M +$3.95M AAPL, CVX, JNJ, XOM, ADP 13F-HR 10/20/2021, 06:11 AM
Q2 2021 210 $259M +$11.8M -$3.95M +$7.89M CVX, AAPL, JNJ, XOM, ADP 13F-HR 7/29/2021, 11:13 AM
Q1 2021 197 $228M +$2.54M -$3.67M -$1.13M CVX, AAPL, JNJ, XOM, ADP 13F-HR 4/22/2021, 10:36 AM
Q4 2020 194 $224M +$9.99M -$10.2M -$201K AAPL, JNJ, CVX, ADP, XOM 13F-HR 2/3/2021, 08:01 AM
Q3 2020 176 $204M +$38.4M -$1.3M +$37.1M AAPL, JNJ, CVX, XOM, ADP 13F-HR 10/26/2020, 08:54 AM
Q2 2020 166 $168M +$10.2M -$4.59M +$5.62M AAPL, CVX, JNJ, XOM, ADP 13F-HR 7/30/2020, 10:21 AM
Q1 2020 145 $140M +$4.43M -$9.84M -$5.41M JNJ, CVX, AAPL, ADP, XOM 13F-HR 4/28/2020, 10:11 AM
Q4 2019 175 $196M +$5.43M -$9.08M -$3.66M CVX, XOM, JNJ, AAPL, ADP 13F-HR 2/5/2020, 01:06 PM
Q3 2019 176 $189M +$9.73M -$51.7M -$42M CVX, XOM, JNJ, ADP, BRKA 13F-HR 10/30/2019, 02:16 PM
Q2 2019 701 $271M +$109M -$6.65M +$102M XOM, CVX, JNJ, AAPL, ADP 13F-HR 8/9/2019, 03:26 PM
Q1 2019 638 $176M +$4.5M -$6.03M -$1.53M CVX, XOM, JNJ, ADP, BRKA 13F-HR 5/6/2019, 09:05 AM
Q4 2018 644 $160M CVX, XOM, JNJ, BRKA, ADP 13F-HR 2/1/2019, 11:54 AM