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 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-29- 17.37% |
$6.41K - $8.55K
|
138
$35.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
SELL
|
- |
-29- 1.39% |
$6.41K - $8.55K
|
2.05K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-29- 1.04% |
$6.41K - $8.55K
|
2.76K
$715K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-30- 0.62% |
$6.63K - $8.84K
|
4.82K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-30- 0.79% |
$6.63K - $8.84K
|
3.77K
$976K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-30- 1.32% |
$6.63K - $8.84K
|
2.25K
$582K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-30- 1.87% |
$6.63K - $8.84K
|
1.57K
$407K
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-30- 0.99% |
$6.63K - $8.84K
|
2.99K
$774K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-32- 1.44% |
$7.07K - $9.43K
|
2.19K
$568K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-32- 0.44% |
$7.07K - $9.43K
|
7.32K
$1.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-32- 1.18% |
$7.07K - $9.43K
|
2.67K
$692K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-32- 2.42% |
$7.07K - $9.43K
|
1.29K
$334K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-34- 3.13% |
$7.52K - $10K
|
1.05K
$273K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-34- 3.03% |
$7.52K - $10K
|
1.09K
$282K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-34- 1.49% |
$7.52K - $10K
|
2.25K
$582K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-34- 0.94% |
$7.52K - $10K
|
3.57K
$924K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-34- 0.5% |
$7.52K - $10K
|
6.74K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-35- 1.22% |
$7.74K - $10.3K
|
2.83K
$734K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-35- 0.8% |
$7.74K - $10.3K
|
4.37K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-35- 1.64% |
$7.74K - $10.3K
|
2.11K
$545K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-35- 0.55% |
$7.74K - $10.3K
|
6.3K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-35- 1.54% |
$7.74K - $10.3K
|
2.24K
$581K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-35- 0.81% |
$7.74K - $10.3K
|
4.31K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-35- 0.18% |
$7.74K - $10.3K
|
19K
$4.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-35- 0.4% |
$7.74K - $10.3K
|
8.66K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-35- 0.12% |
$7.74K - $10.3K
|
29.7K
$7.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-36- 0.78% |
$7.96K - $10.6K
|
4.59K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-36- 13.43% |
$7.96K - $10.6K
|
232
$60.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-36- 7.73% |
$7.96K - $10.6K
|
430
$111K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-37- 1.8% |
$8.18K - $10.9K
|
2.02K
$522K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-37- 0.46% |
$8.18K - $10.9K
|
8.06K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-37- 1.38% |
$8.18K - $10.9K
|
2.64K
$684K
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-38- 0.77% |
$8.4K - $11.2K
|
4.9K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-38- 2.84% |
$8.4K - $11.2K
|
1.3K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-38- 4.5% |
$8.4K - $11.2K
|
807
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-38- 3.93% |
$8.4K - $11.2K
|
930
$241K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-39- 2.37% |
$8.62K - $11.5K
|
1.61K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-39- 3.28% |
$8.62K - $11.5K
|
1.15K
$298K
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-40- 1.1% |
$8.84K - $11.8K
|
3.59K
$930K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-41- 0.09% |
$9.06K - $12.1K
|
47.7K
$12.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-41- 3.42% |
$9.06K - $12.1K
|
1.16K
$300K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-42- 2.16% |
$9.28K - $12.4K
|
1.91K
$494K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-43- 1.39% |
$9.5K - $12.7K
|
3.04K
$788K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-44- 1.09% |
$9.73K - $13K
|
4K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-44- 2.52% |
$9.73K - $13K
|
1.7K
$440K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-44- 2.68% |
$9.73K - $13K
|
1.6K
$414K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-44- 0.54% |
$9.73K - $13K
|
8.04K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-45- 1.48% |
$9.95K - $13.3K
|
3K
$776K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-45- 0.73% |
$9.95K - $13.3K
|
6.1K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-45- 3.55% |
$9.95K - $13.3K
|
1.22K
$317K
|