Essex Financial Services, Inc.

Position in IBM — International Business Machines Corp

CIK 1315785 ESSEX, CT

Position in IBM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$9,851,348

+$1,691,774 QoQ

Shares Held

35,032

+4.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#585

of 3,626 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Essex Financial Services, Inc. holds $10,788,742 across 4 Information Technology Services names. IBM ranks #1 (91.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	35,032	$9,851,348
2	CACI	Caci International Inc /De/	988	$457,700
3	ACN	Accenture plc	3,608	$448,979
4	CLVT	Clarivate PLC	14,220	$30,715

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,851,348	35,032	+4.1%	Shares	Sole	2026-08-10
2026-03-31	$8,159,574	33,663	+0.4%	Shares	Sole	2026-04-24
2025-12-31	$9,929,551	33,522	+0.9%	Shares	Sole	2026-02-10
2025-09-30	$9,378,434	33,238	-3.3%	Shares	Sole	2025-11-07
2025-06-30	$10,133,652	34,377	+14.1%	Shares	Sole	2025-07-16
2025-03-31	$7,494,861	30,141	-11.8%	Shares	Sole	2025-04-25
2024-12-31	$7,513,569	34,179	-4.5%	Shares	Defined	2025-01-29
2024-09-30	$7,910,021	35,779	-19.4%	Shares	Defined	2024-10-24
2024-06-30	$7,676,039	44,383	+44.6%	Shares	Defined	2024-08-09
2024-03-31	$5,859,798	30,686	+2.5%	Shares	Sole	2024-04-24
2023-12-31	$4,898,649	29,952	+2.7%	Shares	Sole	2024-02-06
2023-09-30	$4,091,288	29,161	+3.5%	Shares	Sole	2023-11-15
2023-06-30	$3,771,167	28,183	-0.1%	Shares	Sole	2023-08-09
2023-03-31	$3,699,490	28,221	+1.7%	Shares	Sole	2023-05-11
2022-12-31	$3,911,106	27,760	+0.3%	Shares	Sole	2023-02-10
2022-09-30	$3,287,235	27,668	+2.8%	Shares	Sole	2022-11-07
2022-06-30	$3,798,575	26,904	+2.4%	Shares	Sole	2022-08-01
2022-03-31	$3,416,015	26,273	-1.0%	Shares	Sole	2022-04-21
2021-12-31	$3,546,267	26,532	+0.8%	Shares	Sole	2022-02-11
2021-09-30	$3,655,665	26,313	+26.2%	Shares	Sole	2021-11-10
2021-06-30	$3,057,427	20,857	0.0%	Shares	Sole	2021-07-30
2021-03-31	$2,779,403	20,857	-12.2%	Shares	Sole	2021-05-11
2020-12-31	$2,991,161	23,762	+10.4%	Shares	Sole	2021-02-05
2020-09-30	$2,619,068	21,526	+16.4%	Shares	Sole	2020-11-10
2020-06-30	$2,232,916	18,489	-2.4%	Shares	Sole	2020-08-06
2020-03-31	$2,101,901	18,948	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.