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
|
Somerville Kurt F
|
SELL
|
- |
-200- 5.9% |
$44.2K - $59K
|
3.19K
$978K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-200- 34.25% |
$44.2K - $59K
|
384
$118K
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-200- 20.0% |
$44.2K - $59K
|
800
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 13.93% |
$44.2K - $59K
|
1.24K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-200- 0.37% |
$44.2K - $59K
|
54K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-200- 5.49% |
$44.2K - $59K
|
3.44K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-202- 1.08% |
$44.6K - $59.5K
|
18.4K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-202- 2.0% |
$44.6K - $59.5K
|
9.92K
$3.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-203- 5.23% |
$44.9K - $59.8K
|
3.68K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-203- 1.13% |
$44.9K - $59.8K
|
17.8K
$5.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Humankind Investments LLC
|
SELL
|
- |
-203- 13.98% |
$44.9K - $59.8K
|
1.25K
$383K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-204- 5.73% |
$45.1K - $60.1K
|
3.36K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-206- 1.84% |
$45.5K - $60.7K
|
11K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-207- 0.59% |
$45.8K - $61K
|
34.7K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-209- 21.46% |
$46.2K - $61.6K
|
765
$234K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-209- 5.28% |
$46.2K - $61.6K
|
3.75K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-210- 1.27% |
$46.4K - $61.9K
|
16.3K
$4.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-211- 2.95% |
$46.6K - $62.2K
|
6.95K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-211- 16.6% |
$46.6K - $62.2K
|
1.06K
$325K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-211- 4.55% |
$46.6K - $62.2K
|
4.43K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-213- 20.25% |
$47.1K - $62.8K
|
839
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-214- 1.74% |
$47.3K - $63.1K
|
12.1K
$3.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-215- 1.74% |
$47.5K - $63.4K
|
12.2K
$3.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-215- 0.91% |
$47.5K - $63.4K
|
23.5K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-218- 1.49% |
$48.2K - $64.3K
|
14.4K
$4.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-219- 43.37% |
$48.4K - $64.6K
|
286
$87.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-219- 13.69% |
$48.4K - $64.6K
|
1.38K
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-220- 8.21% |
$48.6K - $64.9K
|
2.46K
$754K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-221- 1.56% |
$48.8K - $65.1K
|
14K
$4.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-222- 5.21% |
$49.1K - $65.4K
|
4.04K
$1.24M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-222- 22.84% |
$49.1K - $65.4K
|
750
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-226- 6.57% |
$50K - $66.6K
|
3.21K
$984K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-228- 6.5% |
$50.4K - $67.2K
|
3.28K
$1M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-228- 16.55% |
$50.4K - $67.2K
|
1.15K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-229- 6.24% |
$50.6K - $67.5K
|
3.44K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-230- 19.07% |
$50.8K - $67.8K
|
976
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-231- 23.29% |
$51.1K - $68.1K
|
761
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-232- 3.96% |
$51.3K - $68.4K
|
5.63K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-233- 5.22% |
$51.5K - $68.7K
|
4.23K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-234- 0.99% |
$51.7K - $69K
|
23.4K
$7.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-234- 2.22% |
$51.7K - $69K
|
10.3K
$3.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-237- 2.35% |
$52.4K - $69.9K
|
9.87K
$3.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-237- 1.71% |
$52.4K - $69.9K
|
13.6K
$4.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-237- 0.78% |
$52.4K - $69.9K
|
30K
$9.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-238- 19.04% |
$52.6K - $70.2K
|
1.01K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-239- 0.6% |
$52.8K - $70.5K
|
39.8K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-239- 6.64% |
$52.8K - $70.5K
|
3.36K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-241- 21.77% |
$53.3K - $71K
|
866
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-241- 35.65% |
$53.3K - $71K
|
435
$133K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-242- 1.44% |
$53.5K - $71.3K
|
16.6K
$5.09M
|