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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-16- 1.74% |
$3.54K - $4.72K
|
901
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-16- 0.52% |
$3.54K - $4.72K
|
3.07K
$941K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-17- 0.05% |
$3.76K - $5.01K
|
35.6K
$10.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-17- 94.44% |
$3.76K - $5.01K
|
1
$306
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-17- 1.06% |
$3.76K - $5.01K
|
1.59K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-17- 0.12% |
$3.76K - $5.01K
|
14.7K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-17- 0.52% |
$3.76K - $5.01K
|
3.28K
$1.01M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-17- 0.77% |
$3.76K - $5.01K
|
2.2K
$675K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-18- 0.8% |
$3.98K - $5.31K
|
2.23K
$683K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-18- 0.59% |
$3.98K - $5.31K
|
3.03K
$928K
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.42% |
$3.98K - $5.31K
|
4.3K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-18- 1.05% |
$3.98K - $5.31K
|
1.69K
$518K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-19- 17.43% |
$4.2K - $5.6K
|
90
$27.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-19- 0.25% |
$4.2K - $5.6K
|
7.61K
$2.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-19- 0.34% |
$4.2K - $5.6K
|
5.51K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-19- 2.84% |
$4.2K - $5.6K
|
651
$199K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-19- 1.47% |
$4.2K - $5.6K
|
1.27K
$390K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-20- 1.22% |
$4.42K - $5.9K
|
1.62K
$497K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-20- 2.34% |
$4.42K - $5.9K
|
835
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-20- 0.72% |
$4.42K - $5.9K
|
2.77K
$849K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-20- 0.58% |
$4.42K - $5.9K
|
3.4K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-20- 1.01% |
$4.42K - $5.9K
|
1.97K
$604K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-20- 0.37% |
$4.42K - $5.9K
|
5.4K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-20- 1.19% |
$4.42K - $5.9K
|
1.67K
$511K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-21- 1.94% |
$4.64K - $6.19K
|
1.06K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-21- 0.28% |
$4.64K - $6.19K
|
7.42K
$2.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-22- 1.9% |
$4.86K - $6.49K
|
1.14K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-22- 0.25% |
$4.86K - $6.49K
|
8.75K
$2.68M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-22- 1.93% |
$4.86K - $6.49K
|
1.12K
$343K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-23- 2.22% |
$5.08K - $6.78K
|
1.01K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-23- 2.35% |
$5.08K - $6.78K
|
956
$293K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-23- 0.67% |
$5.08K - $6.78K
|
3.42K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-23- 2.43% |
$5.08K - $6.78K
|
925
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-23- 1.29% |
$5.08K - $6.78K
|
1.76K
$538K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-23- 2.55% |
$5.08K - $6.78K
|
879
$269K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-23- 0.99% |
$5.08K - $6.78K
|
2.31K
$708K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-23- 0.07% |
$5.08K - $6.78K
|
31.8K
$9.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-23- 0.61% |
$5.08K - $6.78K
|
3.76K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-24- 2.37% |
$5.3K - $7.07K
|
988
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-24- 1.92% |
$5.3K - $7.07K
|
1.22K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-24- 0.54% |
$5.3K - $7.07K
|
4.39K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-24- 0.72% |
$5.3K - $7.07K
|
3.31K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-25- 2.78% |
$5.53K - $7.37K
|
874
$268K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
SELL
|
- |
-25- 0.44% |
$5.53K - $7.37K
|
5.64K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-25- 0.44% |
$5.53K - $7.37K
|
5.71K
$1.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-25- 0.6% |
$5.53K - $7.37K
|
4.12K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-25- 0.17% |
$5.53K - $7.37K
|
14.5K
$4.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-25- 0.69% |
$5.53K - $7.37K
|
3.59K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-25- 1.23% |
$5.53K - $7.37K
|
2K
$614K
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-25- 0.5% |
$5.53K - $7.37K
|
4.97K
$1.52M
|