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 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-211- 4.55% |
$46.6K - $62.2K
|
4.43K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-213- 20.25% |
$47.1K - $62.8K
|
839
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-214- 1.74% |
$47.3K - $63.1K
|
12.1K
$3.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-215- 1.74% |
$47.5K - $63.4K
|
12.2K
$3.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-215- 0.91% |
$47.5K - $63.4K
|
23.5K
$6.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-218- 1.49% |
$48.2K - $64.3K
|
14.4K
$3.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-219- 43.37% |
$48.4K - $64.6K
|
286
$74.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-219- 13.69% |
$48.4K - $64.6K
|
1.38K
$358K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-220- 8.21% |
$48.6K - $64.9K
|
2.46K
$638K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-221- 1.56% |
$48.8K - $65.1K
|
14K
$3.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-222- 5.21% |
$49.1K - $65.4K
|
4.04K
$1.05M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-222- 22.84% |
$49.1K - $65.4K
|
750
$194K
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-226- 6.57% |
$50K - $66.6K
|
3.21K
$832K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-228- 6.5% |
$50.4K - $67.2K
|
3.28K
$849K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-228- 16.55% |
$50.4K - $67.2K
|
1.15K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-229- 6.24% |
$50.6K - $67.5K
|
3.44K
$892K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-230- 19.07% |
$50.8K - $67.8K
|
976
$253K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-231- 23.29% |
$51.1K - $68.1K
|
761
$197K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-232- 3.96% |
$51.3K - $68.4K
|
5.63K
$1.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-233- 5.22% |
$51.5K - $68.7K
|
4.23K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-234- 0.99% |
$51.7K - $69K
|
23.4K
$6.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-234- 2.22% |
$51.7K - $69K
|
10.3K
$2.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-237- 2.35% |
$52.4K - $69.9K
|
9.87K
$2.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-237- 1.71% |
$52.4K - $69.9K
|
13.6K
$3.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-237- 0.78% |
$52.4K - $69.9K
|
30K
$7.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-238- 19.04% |
$52.6K - $70.2K
|
1.01K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-239- 0.6% |
$52.8K - $70.5K
|
39.8K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-239- 6.64% |
$52.8K - $70.5K
|
3.36K
$871K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-241- 21.77% |
$53.3K - $71K
|
866
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-241- 35.65% |
$53.3K - $71K
|
435
$113K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-242- 1.44% |
$53.5K - $71.3K
|
16.6K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-243- 18.62% |
$53.7K - $71.6K
|
1.06K
$275K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-245- 0.8% |
$54.2K - $72.2K
|
30.4K
$7.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-245- 3.26% |
$54.2K - $72.2K
|
7.27K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-245- 4.72% |
$54.2K - $72.2K
|
4.95K
$1.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-245- 0.29% |
$54.2K - $72.2K
|
84.3K
$21.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-245- 0.42% |
$54.2K - $72.2K
|
58.2K
$15.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-246- 0.75% |
$54.4K - $72.5K
|
32.5K
$8.42M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-247- 2.27% |
$54.6K - $72.8K
|
10.7K
$2.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-251- 6.25% |
$55.5K - $74K
|
3.77K
$976K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-252- 2.57% |
$55.7K - $74.3K
|
9.55K
$2.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-252- 4.91% |
$55.7K - $74.3K
|
4.88K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-253- 10.12% |
$55.9K - $74.6K
|
2.25K
$582K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-254- 4.12% |
$56.1K - $74.9K
|
5.92K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-254- 11.86% |
$56.1K - $74.9K
|
1.89K
$489K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-255- 4.04% |
$56.4K - $75.2K
|
6.06K
$1.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-255- 42.36% |
$56.4K - $75.2K
|
347
$89.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-256- 5.55% |
$56.6K - $75.5K
|
4.36K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-257- 17.25% |
$56.8K - $75.8K
|
1.23K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-258- 0.25% |
$57K - $76.1K
|
104K
$26.9M
|