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 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-366- 3.48% |
$80.9K - $108K
|
10.2K
$3.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-368- 7.04% |
$81.3K - $108K
|
4.86K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-369- 4.55% |
$81.6K - $109K
|
7.74K
$2.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-370- 2.44% |
$81.8K - $109K
|
14.8K
$4.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-372- 9.95% |
$82.2K - $110K
|
3.37K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-372- 5.52% |
$82.2K - $110K
|
6.36K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-372- 15.09% |
$82.2K - $110K
|
2.09K
$647K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-377- 1.34% |
$83.3K - $111K
|
27.7K
$8.56M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-378- 1.31% |
$83.5K - $111K
|
28.5K
$8.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-382- 0.29% |
$84.4K - $113K
|
130K
$40.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-382- 0.24% |
$84.4K - $113K
|
158K
$48.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-383- 36.0% |
$84.7K - $113K
|
681
$211K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-385- 17.56% |
$85.1K - $113K
|
1.81K
$559K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-387- 47.6% |
$85.5K - $114K
|
426
$132K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-388- 4.46% |
$85.8K - $114K
|
8.31K
$2.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-390- 14.13% |
$86.2K - $115K
|
2.37K
$733K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-391- 8.86% |
$86.4K - $115K
|
4.02K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-397- 12.56% |
$87.7K - $117K
|
2.77K
$855K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-397- 1.43% |
$87.7K - $117K
|
27.3K
$8.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-397- 2.27% |
$87.7K - $117K
|
17.1K
$5.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-398- 0.91% |
$88K - $117K
|
43.1K
$13.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-398- 1.44% |
$88K - $117K
|
27.2K
$8.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-398- 4.44% |
$88K - $117K
|
8.58K
$2.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-400- 1.06% |
$88.4K - $118K
|
37.5K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-400- 15.63% |
$88.4K - $118K
|
2.16K
$668K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-400- 1.67% |
$88.4K - $118K
|
23.5K
$7.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-404- 0.82% |
$89.3K - $119K
|
48.6K
$15M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-404- 10.87% |
$89.3K - $119K
|
3.31K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-405- 27.51% |
$89.5K - $119K
|
1.07K
$330K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-406- 14.95% |
$89.7K - $120K
|
2.31K
$714K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-407- 1.91% |
$90K - $120K
|
20.9K
$6.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-410- 1.29% |
$90.6K - $121K
|
31.3K
$9.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-412- 35.03% |
$91.1K - $121K
|
764
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-412- 12.6% |
$91.1K - $121K
|
2.86K
$884K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-412- 8.05% |
$91.1K - $121K
|
4.71K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-419- 1.03% |
$92.6K - $124K
|
40.2K
$12.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-420- 10.2% |
$92.8K - $124K
|
3.7K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-421- 9.94% |
$93.1K - $124K
|
3.81K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-426- 11.41% |
$94.2K - $126K
|
3.31K
$1.02M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-427- 2.4% |
$94.4K - $126K
|
17.4K
$5.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-429- 6.12% |
$94.8K - $126K
|
6.58K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-431- 19.6% |
$95.3K - $127K
|
1.77K
$547K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-433- 27.2% |
$95.7K - $128K
|
1.16K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-435- 7.41% |
$96.1K - $128K
|
5.43K
$1.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-437- 5.17% |
$96.6K - $129K
|
8.02K
$2.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-438- 4.0% |
$96.8K - $129K
|
10.5K
$3.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-439- 12.74% |
$97K - $129K
|
3.01K
$930K
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-439- 5.43% |
$97K - $129K
|
7.65K
$2.37M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-440- 12.64% |
$97.3K - $130K
|
3.04K
$940K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-445- 3.73% |
$98.4K - $131K
|
11.5K
$3.55M
|