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 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-38- 0.77% |
$8.4K - $11.2K
|
4.9K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-38- 2.84% |
$8.4K - $11.2K
|
1.3K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-38- 4.5% |
$8.4K - $11.2K
|
807
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-38- 3.93% |
$8.4K - $11.2K
|
930
$285K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-39- 2.37% |
$8.62K - $11.5K
|
1.61K
$493K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-39- 3.28% |
$8.62K - $11.5K
|
1.15K
$352K
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-40- 1.1% |
$8.84K - $11.8K
|
3.59K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-41- 0.09% |
$9.06K - $12.1K
|
47.7K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-41- 3.42% |
$9.06K - $12.1K
|
1.16K
$355K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-42- 2.16% |
$9.28K - $12.4K
|
1.91K
$584K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-43- 1.39% |
$9.5K - $12.7K
|
3.04K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-44- 1.09% |
$9.73K - $13K
|
4K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-44- 2.52% |
$9.73K - $13K
|
1.7K
$521K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-44- 2.68% |
$9.73K - $13K
|
1.6K
$490K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-44- 0.54% |
$9.73K - $13K
|
8.04K
$2.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-45- 1.48% |
$9.95K - $13.3K
|
3K
$918K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-45- 0.73% |
$9.95K - $13.3K
|
6.1K
$1.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-45- 3.55% |
$9.95K - $13.3K
|
1.22K
$374K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-45- 0.34% |
$9.95K - $13.3K
|
13.1K
$4.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 0.72% |
$10.2K - $13.6K
|
6.35K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-46- 0.66% |
$10.2K - $13.6K
|
6.92K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-46- 1.3% |
$10.2K - $13.6K
|
3.48K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-47- 0.35% |
$10.4K - $13.9K
|
13.3K
$4.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-47- 1.45% |
$10.4K - $13.9K
|
3.19K
$978K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-47- 0.35% |
$10.4K - $13.9K
|
13.3K
$4.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-47- 2.51% |
$10.4K - $13.9K
|
1.83K
$559K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-47- 1.62% |
$10.4K - $13.9K
|
2.85K
$872K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-47- 3.26% |
$10.4K - $13.9K
|
1.39K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-48- 3.4% |
$10.6K - $14.1K
|
1.37K
$418K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-49- 0.19% |
$10.8K - $14.4K
|
25.2K
$7.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-49- 4.08% |
$10.8K - $14.4K
|
1.15K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-49- 4.52% |
$10.8K - $14.4K
|
1.04K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-49- 4.05% |
$10.8K - $14.4K
|
1.16K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-49- 3.25% |
$10.8K - $14.4K
|
1.46K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-49- 3.13% |
$10.8K - $14.4K
|
1.52K
$464K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-50- 5.71% |
$11.1K - $14.7K
|
825
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 1.3% |
$11.1K - $14.7K
|
3.81K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-50- 5.38% |
$11.1K - $14.7K
|
880
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.46% |
$11.1K - $14.7K
|
3.38K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50- 0.27% |
$11.1K - $14.7K
|
18.8K
$5.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-50- 0.35% |
$11.1K - $14.7K
|
14.3K
$4.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 0.99% |
$11.1K - $14.7K
|
5.01K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-51- 3.42% |
$11.3K - $15K
|
1.44K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-51- 5.64% |
$11.3K - $15K
|
854
$262K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-51- 4.06% |
$11.3K - $15K
|
1.2K
$369K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-51- 4.01% |
$11.3K - $15K
|
1.22K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-51- 0.62% |
$11.3K - $15K
|
8.16K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-51- 0.34% |
$11.3K - $15K
|
15K
$4.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-52- 0.66% |
$11.5K - $15.3K
|
7.79K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-52- 3.64% |
$11.5K - $15.3K
|
1.38K
$422K
|