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 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-487- 12.43% |
$108K - $144K
|
3.43K
$889K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-488- 4.14% |
$108K - $144K
|
11.3K
$2.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-490- 21.43% |
$108K - $144K
|
1.8K
$465K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-494- 1.79% |
$109K - $146K
|
27.1K
$7.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-495- 5.0% |
$109K - $146K
|
9.41K
$2.44M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-495- 4.91% |
$109K - $146K
|
9.59K
$2.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-497- 1.45% |
$110K - $147K
|
33.8K
$8.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-499- 1.8% |
$110K - $147K
|
27.2K
$7.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-500- 6.4% |
$111K - $147K
|
7.31K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-501- 3.39% |
$111K - $148K
|
14.3K
$3.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-502- 4.76% |
$111K - $148K
|
10K
$2.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-506- 10.66% |
$112K - $149K
|
4.24K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-509- 7.38% |
$113K - $150K
|
6.39K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-515- 6.27% |
$114K - $152K
|
7.7K
$2M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-518- 42.42% |
$114K - $153K
|
703
$182K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-520- 0.4% |
$115K - $153K
|
128K
$33.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-524- 4.77% |
$116K - $154K
|
10.5K
$2.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-526- 42.69% |
$116K - $155K
|
706
$183K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-529- 2.8% |
$117K - $156K
|
18.3K
$4.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-529- 4.69% |
$117K - $156K
|
10.8K
$2.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-531- 3.0% |
$117K - $157K
|
17.2K
$4.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-534- 6.37% |
$118K - $157K
|
7.84K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-535- 1.76% |
$118K - $158K
|
29.9K
$7.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-537- 32.6% |
$119K - $158K
|
1.11K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-538- 7.74% |
$119K - $159K
|
6.41K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-544- 0.89% |
$120K - $160K
|
60.7K
$15.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-545- 5.68% |
$120K - $161K
|
9.05K
$2.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-545- 3.94% |
$120K - $161K
|
13.3K
$3.44M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-550- 0.66% |
$122K - $162K
|
82.7K
$21.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-552- 14.68% |
$122K - $163K
|
3.21K
$831K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-556- 12.57% |
$123K - $164K
|
3.87K
$1M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-556- 5.08% |
$123K - $164K
|
10.4K
$2.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-557- 10.15% |
$123K - $164K
|
4.93K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-561- 2.38% |
$124K - $165K
|
23K
$5.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-563- 8.64% |
$124K - $166K
|
5.95K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-568- 21.99% |
$126K - $167K
|
2.02K
$522K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-568- 7.17% |
$126K - $167K
|
7.35K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-571- 0.69% |
$126K - $168K
|
82.7K
$21.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-571- 3.9% |
$126K - $168K
|
14.1K
$3.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-574- 2.07% |
$127K - $169K
|
27.2K
$7.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-575- 12.38% |
$127K - $169K
|
4.07K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-578- 45.23% |
$128K - $170K
|
700
$181K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-582- 11.09% |
$129K - $172K
|
4.67K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-589- 5.78% |
$130K - $174K
|
9.6K
$2.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-591- 8.92% |
$131K - $174K
|
6.03K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-592- 7.99% |
$131K - $175K
|
6.82K
$1.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-594- 4.37% |
$131K - $175K
|
13K
$3.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-595- 11.78% |
$132K - $175K
|
4.46K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-597- 34.47% |
$132K - $176K
|
1.14K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-600- 7.4% |
$133K - $177K
|
7.5K
$1.94M
|