International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionEssex Financial Services, Inc.
Latest Disclosed Ownership33,663 shares
Latest Disclosed Value $ 8,159,462
Essex Financial Services, Inc. reports 0.42% increase in ownership of IBM / International Business Machines Corporation

On April 24, 2026 - Essex Financial Services, Inc. filed a 13F-HR form disclosing ownership of 33,663 shares of International Business Machines Corporation (MX:IBM) valued at $8,159,462 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 33,522 shares of International Business Machines Corporation. This represents a change in shares of 0.42% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,663 141 0.42 8,159 -17.83 0.4578
2026-02-10 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,522 284 0.85 9,930 5.88 0.5649
2025-11-07 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 33,238 -1,139 -3.31 9,379 -7.45 0.5610
2025-07-16 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,377 4,236 14.05 10,134 35.21 0.6648
2025-04-25 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 30,141 -4,038 -11.81 7,495 -0.25 0.5398
2025-01-29 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 34,179 -1,600 -4.47 7,514 -9.58 0.5308
2024-10-24 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 35,779 -8,604 -19.39 8,309 -2.80 0.5974
2024-08-09 2024-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 44,383 13,697 44.64 8,549 45.90 0.6345
2024-07-31 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 44,859 14,173 7,758 0.5770
2024-04-24 2024-03-31 13F INTL BUSINESS MACHINES Stock 459200101 30,686 734 2.45 5,860 19.62 0.5403
2024-02-06 2023-12-31 13F INTL BUSINESS MACHINES Stock 459200101 29,952 791 2.71 4,899 19.73 0.5064
2023-11-15 2023-09-30 13F INTL BUSINESS MACHINES Stock 459200101 29,161 978 3.47 4,091 8.49 0.4737
2023-08-09 2023-06-30 13F INTL BUSINESS MACHINES Stock 459200101 28,183 -38 -0.13 3,771 1.95 0.4288
2023-05-11 2023-03-31 13F INTL BUSINESS MACHINES Stock 459200101 28,221 461 1.66 3,699 123,200.00 0.3895
2023-02-10 2022-12-31 13F INTL BUSINESS MACHINES Stock 459200101 27,760 92 0.33 4 -99.91 0.4145
2022-11-07 2022-09-30 13F INTL BUSINESS MACHINES Stock 459200101 27,668 764 2.84 3,287 -13.48 0.3917
2022-08-01 2022-06-30 13F INTL BUSINESS MACHINES Stock 459200101 26,904 631 2.40 3,799 11.21 0.4229
2022-04-21 2022-03-31 13F/A-1 INTL BUSINESS MACHINES COM 459200101 26,273 -259 -0.98 3,416 -3.67 0.3278
2022-04-21 2022-03-31 13F INTL BUSINESS MACHINES COM 459200101 26,532 0 3,546 0.3506
2022-02-11 2021-12-31 13F INTL BUSINESS MACHINES COM 459200101 26,532 219 0.83 3,546 -3.01 0.3506
2021-11-10 2021-09-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 26,313 5,456 26.16 3,656 31.56 0.4180
2021-07-30 2021-06-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 20,857 0 0.00 2,779 0.00 0.4025
2021-05-11 2021-03-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 20,857 -2,905 -12.23 2,779 -7.09 0.4984
2021-02-05 2020-12-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 23,762 2,236 10.39 2,991 14.20 0.5920
2020-11-10 2020-09-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 21,526 3,037 16.43 2,619 17.29 0.6431
2020-08-06 2020-06-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 18,489 -459 -2.42 2,233 6.23 0.6884
2020-05-15 2020-03-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 18,948 -1,160 -5.77 2,102 -22.00 0.7493
2020-01-30 2019-12-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 20,108 -764 -3.66 2,695 -11.20 0.7434
2019-11-04 2019-09-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 20,872 -824 -3.80 3,035 1.44 0.9783
2019-07-30 2019-06-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 21,696 -905 -4.00 2,992 -6.18 0.8832
2019-05-02 2019-03-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 22,601 -644 -2.77 3,189 20.70 0.9637
2019-02-07 2018-12-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 23,245 -2,580 -9.99 2,642 -32.34 0.8087
2018-11-05 2018-09-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 25,825 179 0.70 3,905 8.99 0.8597
2018-08-07 2018-06-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 25,646 1,072 4.36 3,583 -4.96 0.8631
2018-05-03 2018-03-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 24,574 -220 -0.89 3,770 -0.89 0.7393
2018-02-07 2017-12-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 24,794 705 2.93 3,804 8.84 0.9042
2017-11-03 2017-09-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 24,089 -305 -1.25 3,495 -6.85 0.8581
2017-08-07 2017-06-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 24,394 -2,043 -7.73 3,752 -18.51 0.7910
2017-05-08 2017-03-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 26,437 -1,604 -5.72 4,604 -1.10 1.0579
2017-01-31 2016-12-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 28,041 -87 -0.31 4,655 4.47 0.9982
2016-11-10 2016-09-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 28,128 1,306 4.87 4,456 9.46 1.0603
2016-07-28 2016-06-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 26,822 -202 -0.75 4,071 -0.54 0.9849
2016-05-11 2016-03-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 27,024 -844 -3.03 4,093 6.73 1.0136
2016-02-05 2015-12-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 27,868 58 0.21 3,835 -4.89 0.9208
2015-10-06 2015-09-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 27,810 -385 -1.37 4,032 -12.08 1.0476
2015-07-28 2015-06-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 28,195 -1,664 -5.57 4,586 -4.30 1.1810
2015-05-07 2015-03-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 29,859 -2,709 -8.32 4,792 -8.29 1.2313
2015-01-07 2014-12-31 13F INTERNATIONALBUSINESS MACHS COM 459200101 32,568 -2,188 -6.30 5,225 -20.81 1.3601
2014-10-31 2014-09-30 13F INTERNATIONALBUSINESS MACHS COM 459200101 34,756 -135 -0.39 6,598 4.32 1.9720
2014-07-29 2014-06-30 13F INTERNATIONALBUSMACHS COM 459200101 34,891 1,748 5.27 6,325 -0.86 1.8938
2014-05-08 2014-03-31 13F INTERNATIONALBUSMACHS COM 459200101 33,143 -3,623 -9.85 6,380 -7.48 2.0839
2014-02-12 2013-12-31 13F/A-1 INTERNATIONALBUSMACHS COM 459200101 36,766 -5,701 -13.42 6,896 -12.31 2.3321
2014-02-11 2013-12-31 13F INTERNATIONALBUSMACHS COM 459200101 36,766 6,896
2013-11-14 2013-09-30 13F INTERNATIONALBUSMACHS COM 459200101 42,467 -2,864 -6.32 7,864 -9.22 2.4709
2013-08-14 2013-06-30 13F INTL BUSINESS MACHS COM 459200101 45,331 45,331 8,663 3.0293
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.