Essex Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.16M | Buy |
33,663
+141
| +0.4% | +$38.2K | 0.46% | 47 |
|
|
2025
Q4 | $9.93M | Buy |
33,522
+284
| +0.9% | +$85.1K | 0.56% | 38 |
|
|
2025
Q3 | $9.38M | Sell |
33,238
-1,139
| -3% | -$298K | 0.56% | 39 |
|
|
2025
Q2 | $10.1M | Buy |
34,377
+4,236
| +14% | +$1.09M | 0.66% | 28 |
|
|
2025
Q1 | $7.49M | Sell |
30,141
-4,038
| -12% | -$988K | 0.54% | 41 |
|
|
2024
Q4 | $7.51M | Sell |
34,179
-1,600
| -4% | -$356K | 0.53% | 37 |
|
|
2024
Q3 | $8.31M | Sell |
35,779
-8,604
| -19% | -$1.69M | 0.6% | 33 |
|
|
2024
Q2 | $8.55M | Buy |
44,383
+13,697
| +45% | +$2.38M | 0.63% | 31 |
|
|
2024
Q1 | $5.86M | Buy |
30,686
+734
| +2% | +$134K | 0.54% | 39 |
|
|
2023
Q4 | $4.9M | Buy |
29,952
+791
| +3% | +$120K | 0.51% | 47 |
|
|
2023
Q3 | $4.09M | Buy |
29,161
+978
| +3% | +$139K | 0.47% | 50 |
|
|
2023
Q2 | $3.77M | Sell |
28,183
-38
| -0.1% | -$4.9K | 0.43% | 57 |
|
|
2023
Q1 | $3.7M | Buy |
28,221
+461
| +2% | +$61.7K | 0.39% | 69 |
|
|
2022
Q4 | $3.91M | Buy |
27,760
+92
| +0.3% | +$12.7K | 0.41% | 56 |
|
|
2022
Q3 | $3.29M | Buy |
27,668
+764
| +3% | +$100K | 0.39% | 62 |
|
|
2022
Q2 | $3.8M | Buy |
26,904
+631
| +2% | +$85.2K | 0.42% | 56 |
|
|
2022
Q1 | $3.42M | Sell |
26,273
-259
| -1% | -$33.8K | 0.33% | 74 |
|
|
2021
Q4 | $3.55M | Sell |
26,532
-991
| -4% | -$124K | 0.35% | 68 |
|
|
2021
Q3 | $3.66M | Buy |
27,523
+5,707
| +26% | +$763K | 0.42% | 54 |
|
|
2021
Q2 | $2.78M | Hold |
21,816
| – | – | 0.4% | 57 |
|
|
2021
Q1 | $2.78M | Sell |
21,816
-3,039
| -12% | -$364K | 0.5% | 52 |
|
|
2020
Q4 | $2.99M | Buy |
24,855
+2,339
| +10% | +$270K | 0.59% | 43 |
|
|
2020
Q3 | $2.62M | Buy |
22,516
+3,177
| +16% | +$374K | 0.64% | 43 |
|
|
2020
Q2 | $2.23M | Sell |
19,339
-481
| -2% | -$55.9K | 0.69% | 40 |
|
|
2020
Q1 | $2.1M | Sell |
19,820
-1,213
| -6% | -$153K | 0.75% | 35 |
|
|
2019
Q4 | $2.69M | Sell |
21,033
-799
| -4% | -$104K | 0.74% | 36 |
|
|
2019
Q3 | $3.04M | Sell |
21,832
-862
| -4% | -$116K | 0.98% | 26 |
|
|
2019
Q2 | $2.99M | Sell |
22,694
-947
| -4% | -$124K | 0.88% | 30 |
|
|
2019
Q1 | $3.19M | Sell |
23,641
-673
| -3% | -$85.8K | 0.96% | 27 |
|
|
2018
Q4 | $2.64M | Sell |
24,314
-2,699
| -10% | -$324K | 0.81% | 32 |
|
|
2018
Q3 | $3.9M | Buy |
27,013
+187
| +0.7% | +$26.1K | 0.86% | 29 |
|
|
2018
Q2 | $3.58M | Buy |
26,826
+1,122
| +4% | +$156K | 0.86% | 32 |
|
|
2018
Q1 | $3.77M | Sell |
25,704
-231
| -0.9% | -$35K | 0.74% | 36 |
|
|
2017
Q4 | $3.8M | Buy |
25,935
+738
| +3% | +$107K | 0.9% | 30 |
|
|
2017
Q3 | $3.5M | Sell |
25,197
-319
| -1% | -$44.4K | 0.86% | 35 |
|
|
2017
Q2 | $3.75M | Sell |
25,516
-2,137
| -8% | -$322K | 0.79% | 32 |
|
|
2017
Q1 | $4.6M | Sell |
27,653
-1,678
| -6% | -$281K | 1.06% | 21 |
|
|
2016
Q4 | $4.66M | Sell |
29,331
-91
| -0.3% | -$13.9K | 1% | 21 |
|
|
2016
Q3 | $4.46M | Buy |
29,422
+1,366
| +5% | +$207K | 1.06% | 19 |
|
|
2016
Q2 | $4.07M | Sell |
28,056
-211
| -0.7% | -$30.2K | 0.98% | 22 |
|
|
2016
Q1 | $4.09M | Sell |
28,267
-883
| -3% | -$113K | 1.01% | 21 |
|
|
2015
Q4 | $3.83M | Buy |
29,150
+61
| +0.2% | +$8.2K | 0.92% | 23 |
|
|
2015
Q3 | $4.03M | Sell |
29,089
-403
| -1% | -$59.5K | 1.05% | 21 |
|
|
2015
Q2 | $4.59M | Sell |
29,492
-1,741
| -6% | -$280K | 1.18% | 13 |
|
|
2015
Q1 | $4.79M | Sell |
31,233
-2,833
| -8% | -$430K | 1.23% | 11 |
|
|
2014
Q4 | $5.22M | Sell |
34,066
-2,289
| -6% | -$364K | 1.36% | 10 |
|
|
2014
Q3 | $6.6M | Sell |
36,355
-141
| -0.4% | -$25.7K | 1.97% | 8 |
|
|
2014
Q2 | $6.33M | Buy |
36,496
+1,828
| +5% | +$329K | 1.89% | 8 |
|
|
2014
Q1 | $6.38M | Sell |
34,668
-3,789
| -10% | -$667K | 2.08% | 8 |
|
|
2013
Q4 | $6.9M | Sell |
38,457
-5,963
| -13% | -$1.03M | 2.33% | 6 |
|
|
2013
Q3 | $7.86K | Sell |
44,420
-2,996
| -6% | -$545K | 2.47% | 5 |
|
|
2013
Q2 | $8.66M | Buy |
+47,416
| New | +$9.23M | 3.03% | 4 |
|
Other funds holding IBM
VCM
VPM
Essex Financial Services's IBM Position: Q1 2026 in Review
Essex Financial Services increased its IBM (IBM) stake by 0.42% in Q1 2026, buying an estimated $38.2K and bringing the position to 33,663 shares worth $8.16M. The position accounts for 0.46% of the portfolio, ranked #47.
Essex Financial Services first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.1M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Essex Financial Services held 33,663 shares of IBM worth $8.16M as of Q1 2026.
- Essex Financial Services bought 141 IBM shares in Q1 2026, an estimated $38.2K.
- IBM made up 0.46% of Essex Financial Services's portfolio in Q1 2026, its #47 holding.
- Essex Financial Services first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Essex Financial Services's IBM position peaked at $10.1M in Q2 2025.
- 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.