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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-325- 3.77% |
$71.8K - $95.8K
|
8.29K
$2.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-327- 10.12% |
$72.3K - $96.4K
|
2.9K
$752K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-328- 8.13% |
$72.5K - $96.7K
|
3.71K
$960K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-331- 0.59% |
$73.2K - $97.6K
|
56.1K
$14.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-332- 3.39% |
$73.4K - $97.9K
|
9.47K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-333- 8.84% |
$73.6K - $98.2K
|
3.43K
$890K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-334- 12.23% |
$73.8K - $98.5K
|
2.4K
$621K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-335- 11.34% |
$74K - $98.8K
|
2.62K
$678K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-336- 1.52% |
$74.3K - $99K
|
21.7K
$5.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-337- 5.08% |
$74.5K - $99.3K
|
6.29K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-338- 7.28% |
$74.7K - $99.6K
|
4.3K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-339- 1.85% |
$74.9K - $99.9K
|
18K
$4.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-340- 0.92% |
$75.2K - $100K
|
36.7K
$9.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-341- 2.58% |
$75.4K - $101K
|
12.9K
$3.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-342- 1.97% |
$75.6K - $101K
|
17.1K
$4.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-343- 8.02% |
$75.8K - $101K
|
3.94K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-343- 7.18% |
$75.8K - $101K
|
4.43K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-344- 11.76% |
$76K - $101K
|
2.58K
$669K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-344- 1.2% |
$76K - $101K
|
28.2K
$7.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-345- 16.19% |
$76.3K - $102K
|
1.79K
$463K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-347- 5.75% |
$76.7K - $102K
|
5.69K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-348- 1.88% |
$76.9K - $103K
|
18.2K
$4.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-349- 51.86% |
$77.1K - $103K
|
324
$83.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-350- 4.4% |
$77.4K - $103K
|
7.61K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-356- 4.38% |
$78.7K - $105K
|
7.77K
$2.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-357- 7.98% |
$78.9K - $105K
|
4.12K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-358- 11.65% |
$79.1K - $106K
|
2.71K
$703K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-360- 5.31% |
$79.6K - $106K
|
6.43K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-363- 7.31% |
$80.2K - $107K
|
4.6K
$1.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-364- 3.58% |
$80.5K - $107K
|
9.81K
$2.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-364- 15.5% |
$80.5K - $107K
|
1.98K
$514K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-366- 3.48% |
$80.9K - $108K
|
10.2K
$2.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-368- 7.04% |
$81.3K - $108K
|
4.86K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-369- 4.55% |
$81.6K - $109K
|
7.74K
$2M
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-370- 2.44% |
$81.8K - $109K
|
14.8K
$3.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-372- 9.95% |
$82.2K - $110K
|
3.37K
$873K
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-372- 5.52% |
$82.2K - $110K
|
6.36K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-372- 15.09% |
$82.2K - $110K
|
2.09K
$542K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-377- 1.34% |
$83.3K - $111K
|
27.7K
$7.18M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-378- 1.31% |
$83.5K - $111K
|
28.5K
$7.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-382- 0.29% |
$84.4K - $113K
|
130K
$33.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-382- 0.24% |
$84.4K - $113K
|
158K
$40.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-383- 36.0% |
$84.7K - $113K
|
681
$176K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-385- 17.56% |
$85.1K - $113K
|
1.81K
$468K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-387- 47.6% |
$85.5K - $114K
|
426
$110K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-388- 4.46% |
$85.8K - $114K
|
8.31K
$2.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-390- 14.13% |
$86.2K - $115K
|
2.37K
$614K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-391- 8.86% |
$86.4K - $115K
|
4.02K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-397- 12.56% |
$87.7K - $117K
|
2.77K
$716K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-397- 1.43% |
$87.7K - $117K
|
27.3K
$7.07M
|