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 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-45- 0.34% |
$9.95K - $13.3K
|
13.1K
$3.39M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 0.72% |
$10.2K - $13.6K
|
6.35K
$1.65M
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-46- 0.66% |
$10.2K - $13.6K
|
6.92K
$1.79M
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-46- 1.3% |
$10.2K - $13.6K
|
3.48K
$902K
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-47- 0.35% |
$10.4K - $13.9K
|
13.3K
$3.46M
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-47- 1.45% |
$10.4K - $13.9K
|
3.19K
$827K
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-47- 0.35% |
$10.4K - $13.9K
|
13.3K
$3.45M
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-47- 2.51% |
$10.4K - $13.9K
|
1.83K
$473K
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-47- 1.62% |
$10.4K - $13.9K
|
2.85K
$737K
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-47- 3.26% |
$10.4K - $13.9K
|
1.39K
$361K
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-48- 3.4% |
$10.6K - $14.1K
|
1.37K
$354K
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-49- 0.19% |
$10.8K - $14.4K
|
25.2K
$6.53M
|
|
Aug 11, 2025
Q2 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-49- 4.08% |
$10.8K - $14.4K
|
1.15K
$299K
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-49- 4.52% |
$10.8K - $14.4K
|
1.04K
$268K
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-49- 4.05% |
$10.8K - $14.4K
|
1.16K
$301K
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-49- 3.25% |
$10.8K - $14.4K
|
1.46K
$378K
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-49- 3.13% |
$10.8K - $14.4K
|
1.52K
$393K
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-50- 5.71% |
$11.1K - $14.7K
|
825
$214K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 1.3% |
$11.1K - $14.7K
|
3.81K
$986K
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-50- 5.38% |
$11.1K - $14.7K
|
880
$228K
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.46% |
$11.1K - $14.7K
|
3.38K
$877K
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50- 0.27% |
$11.1K - $14.7K
|
18.8K
$4.87M
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-50- 0.35% |
$11.1K - $14.7K
|
14.3K
$3.7M
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 0.99% |
$11.1K - $14.7K
|
5.01K
$1.3M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-51- 3.42% |
$11.3K - $15K
|
1.44K
$373K
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-51- 5.64% |
$11.3K - $15K
|
854
$221K
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-51- 4.06% |
$11.3K - $15K
|
1.2K
$312K
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-51- 4.01% |
$11.3K - $15K
|
1.22K
$317K
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-51- 0.62% |
$11.3K - $15K
|
8.16K
$2.11M
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-51- 0.34% |
$11.3K - $15K
|
15K
$3.9M
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-52- 0.66% |
$11.5K - $15.3K
|
7.79K
$2.02M
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-52- 3.64% |
$11.5K - $15.3K
|
1.38K
$357K
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-53- 3.28% |
$11.7K - $15.6K
|
1.56K
$404K
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-53- 1.65% |
$11.7K - $15.6K
|
3.15K
$816K
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-54- 3.39% |
$11.9K - $15.9K
|
1.54K
$398K
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-54- 1.46% |
$11.9K - $15.9K
|
3.64K
$944K
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-54- 6.42% |
$11.9K - $15.9K
|
787
$204K
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-55- 0.41% |
$12.2K - $16.2K
|
13.5K
$3.49M
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-55- 1.72% |
$12.2K - $16.2K
|
3.15K
$816K
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-55- 1.04% |
$12.2K - $16.2K
|
5.23K
$1.36M
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-55- 8.18% |
$12.2K - $16.2K
|
617
$160K
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-55- 0.09% |
$12.2K - $16.2K
|
63.6K
$16.5M
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-57- 3.41% |
$12.6K - $16.8K
|
1.61K
$418K
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-57- 2.34% |
$12.6K - $16.8K
|
2.38K
$615K
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-57- 1.67% |
$12.6K - $16.8K
|
3.36K
$871K
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-57- 2.86% |
$12.6K - $16.8K
|
1.94K
$502K
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-57- 1.13% |
$12.6K - $16.8K
|
4.98K
$1.29M
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-57- 4.23% |
$12.6K - $16.8K
|
1.29K
$335K
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-58- 3.16% |
$12.8K - $17.1K
|
1.78K
$460K
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-58- 1.64% |
$12.8K - $17.1K
|
3.47K
$899K
|