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Essex Savings Bank’s IBM IBM Stock Holding History

Essex Savings Bank’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 		$1.78M Sell
6,323
-117
-2% -$29.5K 0.38% 60
2026
Q1 		$1.56M Sell
6,440
-604
-9% -$163K 0.35% 64
2025
Q4 		$2.09M Sell
7,044
-65
-0.9% -$19.5K 0.45% 46
2025
Q3 		$2.01M Sell
7,109
-927
-12% -$243K 0.45% 49
2025
Q2 		$2.37M Buy
8,036
+31
+0.4% +$7.99K 0.56% 38
2025
Q1 		$1.99M Buy
8,005
+45
+0.6% +$11K 0.49% 40
2024
Q4 		$1.75M Sell
7,960
-71
-0.9% -$15.8K 0.43% 50
2024
Q3 		$1.78M Hold
8,031
– – 0.44% 46
2024
Q2 		$1.39M Sell
8,031
-561
-7% -$97.5K 0.37% 63
2024
Q1 		$1.41M Hold
8,592
– – 0.41% 57
2023
Q4 		$1.41M Sell
8,592
-97
-1% -$14.7K 0.41% 57
2023
Q3 		$1.22M Sell
8,689
-352
-4% -$50.1K 0.41% 57
2023
Q2 		$1.21M Buy
9,041
+338
+4% +$43.6K 0.4% 55
2023
Q1 		$1.14M Sell
8,703
-208
-2% -$27.8K 0.4% 58
2022
Q4 		$1.26M Sell
8,911
-1,509
-14% -$208K 0.44% 56
2022
Q3 		$1.24M Sell
10,420
-1,258
-11% -$165K 0.49% 42
2022
Q2 		$1.65M Sell
11,678
-504
-4% -$68K 0.63% 34
2022
Q1 		$1.58M Sell
12,182
-204
-2% -$26.6K 0.52% 49
2021
Q4 		$1.66M Sell
12,386
-229
-2% -$28.7K 0.56% 44
2021
Q3 		$1.69M Sell
12,615
-80
-0.6% -$10.7K 0.62% 37
2021
Q2 		$1.75M Sell
12,695
-212
-2% -$29K 0.67% 35
2021
Q1 		$1.47M Buy
12,907
+215
+2% +$25.7K 0.64% 36
2020
Q4 		$1.53M Sell
12,692
-424
-3% -$49K 0.68% 35
2020
Q3 		$1.53M Buy
13,116
+1,550
+13% +$182K 0.75% 31
2020
Q2 		$1.33M Sell
11,566
-381
-3% -$44.3K 0.79% 27
2020
Q1 		$1.27M Sell
11,947
-560
-4% -$70.8K 0.9% 22
2019
Q4 		$1.6M Sell
12,507
-2,674
-18% -$348K 0.82% 30
2019
Q3 		$2.11M Sell
15,181
-8,317
-35% -$1.12M 1.12% 19
2019
Q2 		$3.1M Buy
23,498
+10,401
+79% +$1.37M 1.09% 15
2019
Q1 		$1.77M Sell
13,097
-433
-3% -$55.2K 1% 18
2018
Q4 		$1.47M Buy
+13,530
New +$1.62M 0.92% 19

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Essex Savings Bank's IBM Position: Q2 2026 in Review

Essex Savings Bank reduced its IBM (IBM) stake by 1.8% in Q2 2026, selling an estimated $29.5K and leaving 6,323 shares worth $1.78M. The position accounts for 0.38% of the portfolio, ranked #60.

Essex Savings Bank first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.1M in Q2 2019. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Essex Savings Bank held 6,323 shares of IBM worth $1.78M as of Q2 2026.
  • Essex Savings Bank sold 117 IBM shares in Q2 2026, an estimated $29.5K.
  • IBM made up 0.38% of Essex Savings Bank's portfolio in Q2 2026, its #60 holding.
  • Essex Savings Bank first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
  • Essex Savings Bank's IBM position peaked at $3.1M in Q2 2019.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.