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 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-53- 3.28% |
$11.7K - $15.6K
|
1.56K
$483K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-53- 1.65% |
$11.7K - $15.6K
|
3.15K
$974K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-54- 3.39% |
$11.9K - $15.9K
|
1.54K
$475K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-54- 1.46% |
$11.9K - $15.9K
|
3.64K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-54- 6.42% |
$11.9K - $15.9K
|
787
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-55- 0.41% |
$12.2K - $16.2K
|
13.5K
$4.16M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-55- 1.72% |
$12.2K - $16.2K
|
3.15K
$973K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-55- 1.04% |
$12.2K - $16.2K
|
5.23K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-55- 8.18% |
$12.2K - $16.2K
|
617
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-55- 0.09% |
$12.2K - $16.2K
|
63.6K
$19.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-57- 3.41% |
$12.6K - $16.8K
|
1.61K
$499K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-57- 2.34% |
$12.6K - $16.8K
|
2.38K
$734K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-57- 1.67% |
$12.6K - $16.8K
|
3.36K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-57- 2.86% |
$12.6K - $16.8K
|
1.94K
$599K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-57- 1.13% |
$12.6K - $16.8K
|
4.98K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-57- 4.23% |
$12.6K - $16.8K
|
1.29K
$399K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-58- 3.16% |
$12.8K - $17.1K
|
1.78K
$549K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-58- 1.64% |
$12.8K - $17.1K
|
3.47K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-58- 7.76% |
$12.8K - $17.1K
|
689
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-58- 29.9% |
$12.8K - $17.1K
|
136
$42K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-58- 0.39% |
$12.8K - $17.1K
|
14.6K
$4.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-58- 6.0% |
$12.8K - $17.1K
|
908
$281K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-58- 0.31% |
$12.8K - $17.1K
|
18.8K
$5.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-58- 5.94% |
$12.8K - $17.1K
|
918
$284K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-58- 6.52% |
$12.8K - $17.1K
|
832
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-59- 1.87% |
$13K - $17.4K
|
3.1K
$959K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-60- 0.66% |
$13.3K - $17.7K
|
9.08K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-60- 4.11% |
$13.3K - $17.7K
|
1.4K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-60- 1.72% |
$13.3K - $17.7K
|
3.43K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-61- 0.68% |
$13.5K - $18K
|
8.86K
$2.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-61- 0.28% |
$13.5K - $18K
|
21.8K
$6.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-61- 4.4% |
$13.5K - $18K
|
1.32K
$409K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-61- 17.89% |
$13.5K - $18K
|
280
$86.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-61- 2.73% |
$13.5K - $18K
|
2.17K
$672K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-62- 1.27% |
$13.7K - $18.3K
|
4.84K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-62- 2.93% |
$13.7K - $18.3K
|
2.06K
$636K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-62- 1.33% |
$13.7K - $18.3K
|
4.59K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-63- 0.57% |
$13.9K - $18.6K
|
11K
$3.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-64- 2.34% |
$14.1K - $18.9K
|
2.67K
$824K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-65- 1.34% |
$14.4K - $19.2K
|
4.79K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-65- 1.96% |
$14.4K - $19.2K
|
3.25K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-65- 0.2% |
$14.4K - $19.2K
|
31.9K
$9.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-65- 0.84% |
$14.4K - $19.2K
|
7.71K
$2.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-66- 2.83% |
$14.6K - $19.5K
|
2.26K
$700K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-66- 2.78% |
$14.6K - $19.5K
|
2.31K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-66- 1.11% |
$14.6K - $19.5K
|
5.9K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-66- 0.26% |
$14.6K - $19.5K
|
25.4K
$7.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-66- 4.19% |
$14.6K - $19.5K
|
1.51K
$466K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-67- 1.27% |
$14.8K - $19.8K
|
5.22K
$1.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-67- 5.92% |
$14.8K - $19.8K
|
1.06K
$329K
|