EL
IBM icon

Essex LLC’s IBM IBM Stock Holding History

Essex LLC’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.75M Buy
9,788
+134
+1% +$33.8K 0.42% 40
2026
Q1 		$2.34M Buy
9,654
+153
+2% +$41.4K 0.41% 49
2025
Q4 		$2.81M Buy
9,501
+44
+0.5% +$13.2K 0.5% 40
2025
Q3 		$2.67M Sell
9,457
-409
-4% -$107K 0.48% 41
2025
Q2 		$2.91M Buy
9,866
+78
+0.8% +$20.1K 0.57% 41
2025
Q1 		$2.43M Sell
9,788
-1,935
-17% -$473K 0.53% 45
2024
Q4 		$2.58M Sell
11,723
-617
-5% -$137K 0.54% 48
2024
Q3 		$2.73M Sell
12,340
-345
-3% -$67.6K 0.56% 46
2024
Q2 		$2.19M Sell
12,685
-13
-0.1% -$2.26K 0.49% 51
2024
Q1 		$2.42M Sell
12,698
-185
-1% -$33.8K 0.56% 46
2023
Q4 		$2.11M Buy
12,883
+1,281
+11% +$194K 0.52% 51
2023
Q3 		$1.63M Buy
11,602
+1,365
+13% +$194K 0.46% 59
2023
Q2 		$1.37M Buy
10,237
+241
+2% +$31.1K 0.38% 68
2023
Q1 		$1.41M Hold
9,996
– – 0.43% 67
2022
Q4 		$1.41M Buy
9,996
+1,518
+18% +$209K 0.43% 67
2022
Q3 		$1.01M Buy
8,478
+474
+6% +$62.2K 0.33% 74
2022
Q2 		$1.13M Buy
8,004
+1,316
+20% +$178K 0.35% 73
2022
Q1 		$870K Buy
6,688
+900
+16% +$117K 0.24% 90
2021
Q4 		$774K Sell
5,788
-281
-5% -$35.2K 0.21% 94
2021
Q3 		$806K Buy
+6,069
New +$811K 0.22% 90

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Essex LLC's IBM Position: Q2 2026 in Review

Essex LLC increased its IBM (IBM) stake by 1.4% in Q2 2026, buying an estimated $33.8K and bringing the position to 9,788 shares worth $2.75M. The position accounts for 0.42% of the portfolio, ranked #40.

Essex LLC first reported a position in IBM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.91M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Essex LLC held 9,788 shares of IBM worth $2.75M as of Q2 2026.
  • Essex LLC bought 134 IBM shares in Q2 2026, an estimated $33.8K.
  • IBM made up 0.42% of Essex LLC's portfolio in Q2 2026, its #40 holding.
  • Essex LLC first reported a position in IBM in Q3 2021 and has held it in 20 quarters since.
  • Essex LLC's IBM position peaked at $2.91M in Q2 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.