Purchases and Sales Made in Q2 2025 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q2 2025. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2- 0.2% |
$442 - $590
|
991
$257K
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-3- 1.36% |
$663 - $884
|
217
$56.2K
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3- 0.02% |
$663 - $884
|
14K
$3.63M
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3- 0.08% |
$663 - $884
|
3.58K
$928K
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-3- 0.27% |
$663 - $884
|
1.13K
$292K
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3- 0.1% |
$663 - $884
|
2.88K
$747K
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-3- 0.06% |
$663 - $884
|
4.9K
$1.27M
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3- 0.07% |
$663 - $884
|
4.27K
$1.11M
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 0.26% |
$884 - $1.18K
|
1.56K
$404K
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4- 0.34% |
$884 - $1.18K
|
1.19K
$308K
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-4- 0.15% |
$884 - $1.18K
|
2.62K
$680K
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-4- 0.3% |
$884 - $1.18K
|
1.34K
$347K
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-4- 0.06% |
$884 - $1.18K
|
6.42K
$1.66M
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-4- 16.67% |
$884 - $1.18K
|
20
$5.18K
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-4- 0.25% |
$884 - $1.18K
|
1.61K
$416K
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-5- 0.09% |
$1.11K - $1.47K
|
5.75K
$1.49M
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-5- 0.55% |
$1.11K - $1.47K
|
909
$236K
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-5- 0.06% |
$1.11K - $1.47K
|
8.96K
$2.32M
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-5- 0.56% |
$1.11K - $1.47K
|
889
$230K
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-6- 0.3% |
$1.33K - $1.77K
|
2K
$518K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-6- 0.5% |
$1.33K - $1.77K
|
1.2K
$310K
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6- 1.34% |
$1.33K - $1.77K
|
443
$115K
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-6- 0.27% |
$1.33K - $1.77K
|
2.23K
$578K
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-6- 0.31% |
$1.33K - $1.77K
|
1.94K
$504K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-6- 1.35% |
$1.33K - $1.77K
|
438
$113K
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-6- 0.58% |
$1.33K - $1.77K
|
1.02K
$265K
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6- 0.5% |
$1.33K - $1.77K
|
1.2K
$310K
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-6- 0.11% |
$1.33K - $1.77K
|
5.26K
$1.36M
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 1.22% |
$1.33K - $1.77K
|
487
$126K
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-7- 0.22% |
$1.55K - $2.06K
|
3.14K
$813K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-7- 0.24% |
$1.55K - $2.06K
|
2.93K
$759K
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-7- 0.05% |
$1.55K - $2.06K
|
13.2K
$3.41M
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-7- 0.75% |
$1.55K - $2.06K
|
932
$241K
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-7- 0.54% |
$1.55K - $2.06K
|
1.28K
$333K
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-7- 0.37% |
$1.55K - $2.06K
|
1.91K
$494K
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.24% |
$1.55K - $2.06K
|
2.96K
$767K
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-7- 5.34% |
$1.55K - $2.06K
|
124
$32.1K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-8- 0.12% |
$1.77K - $2.36K
|
6.45K
$1.67M
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-8- 0.45% |
$1.77K - $2.36K
|
1.78K
$461K
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-8- 0.26% |
$1.77K - $2.36K
|
3.1K
$803K
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-8- 0.19% |
$1.77K - $2.36K
|
4.3K
$1.11M
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-8- 0.05% |
$1.77K - $2.36K
|
15.5K
$4.01M
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-9- 0.41% |
$1.99K - $2.65K
|
2.2K
$569K
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9- 0.5% |
$1.99K - $2.65K
|
1.8K
$466K
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-9- 8.26% |
$1.99K - $2.65K
|
100
$25.9K
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-9- 0.96% |
$1.99K - $2.65K
|
930
$241K
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9- 0.22% |
$1.99K - $2.65K
|
4.18K
$1.08M
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-10- 0.8% |
$2.21K - $2.95K
|
1.25K
$323K
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-10- 1.22% |
$2.21K - $2.95K
|
808
$209K
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10- 1.21% |
$2.21K - $2.95K
|
817
$212K
|