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 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-397- 2.27% |
$87.7K - $117K
|
17.1K
$4.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-398- 0.91% |
$88K - $117K
|
43.1K
$11.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-398- 1.44% |
$88K - $117K
|
27.2K
$7.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-398- 4.44% |
$88K - $117K
|
8.58K
$2.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-400- 1.06% |
$88.4K - $118K
|
37.5K
$9.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-400- 15.63% |
$88.4K - $118K
|
2.16K
$560K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-400- 1.67% |
$88.4K - $118K
|
23.5K
$6.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-404- 0.82% |
$89.3K - $119K
|
48.6K
$12.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-404- 10.87% |
$89.3K - $119K
|
3.31K
$859K
|
|
|
Aug 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-405- 27.51% |
$89.5K - $119K
|
1.07K
$276K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-406- 14.95% |
$89.7K - $120K
|
2.31K
$598K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-407- 1.91% |
$90K - $120K
|
20.9K
$5.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-410- 1.29% |
$90.6K - $121K
|
31.3K
$8.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-412- 35.03% |
$91.1K - $121K
|
764
$198K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-412- 12.6% |
$91.1K - $121K
|
2.86K
$741K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-412- 8.05% |
$91.1K - $121K
|
4.71K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-419- 1.03% |
$92.6K - $124K
|
40.2K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-420- 10.2% |
$92.8K - $124K
|
3.7K
$958K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-421- 9.94% |
$93.1K - $124K
|
3.81K
$988K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-426- 11.41% |
$94.2K - $126K
|
3.31K
$857K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-427- 2.4% |
$94.4K - $126K
|
17.4K
$4.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-429- 6.12% |
$94.8K - $126K
|
6.58K
$1.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-431- 19.6% |
$95.3K - $127K
|
1.77K
$458K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-433- 27.2% |
$95.7K - $128K
|
1.16K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-435- 7.41% |
$96.1K - $128K
|
5.43K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-437- 5.17% |
$96.6K - $129K
|
8.02K
$2.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-438- 4.0% |
$96.8K - $129K
|
10.5K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-439- 12.74% |
$97K - $129K
|
3.01K
$779K
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-439- 5.43% |
$97K - $129K
|
7.65K
$1.98M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-440- 12.64% |
$97.3K - $130K
|
3.04K
$788K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-445- 3.73% |
$98.4K - $131K
|
11.5K
$2.98M
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-449- 3.38% |
$99.2K - $132K
|
12.8K
$3.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-450- 9.54% |
$99.5K - $133K
|
4.27K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-450- 34.62% |
$99.5K - $133K
|
850
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-457- 0.83% |
$101K - $135K
|
54.7K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-458- 1.92% |
$101K - $135K
|
23.4K
$6.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-458- 10.28% |
$101K - $135K
|
4K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-459- 6.43% |
$101K - $135K
|
6.68K
$1.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-459- 7.36% |
$101K - $135K
|
5.78K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-460- 27.86% |
$102K - $136K
|
1.19K
$309K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-462- 27.83% |
$102K - $136K
|
1.2K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-463- 3.63% |
$102K - $136K
|
12.3K
$3.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-466- 13.71% |
$103K - $137K
|
2.93K
$760K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-467- 2.62% |
$103K - $138K
|
17.4K
$4.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-467- 5.68% |
$103K - $138K
|
7.76K
$2.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-468- 70.06% |
$103K - $138K
|
200
$51.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-478- 9.58% |
$106K - $141K
|
4.51K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-479- 2.59% |
$106K - $141K
|
18K
$4.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-479- 1.52% |
$106K - $141K
|
31.1K
$8.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-483- 22.72% |
$107K - $142K
|
1.64K
$426K
|