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 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-449- 3.38% |
$99.2K - $132K
|
12.8K
$3.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-450- 9.54% |
$99.5K - $133K
|
4.27K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-450- 34.62% |
$99.5K - $133K
|
850
$260K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-457- 0.83% |
$101K - $135K
|
54.7K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-458- 1.92% |
$101K - $135K
|
23.4K
$7.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-458- 10.28% |
$101K - $135K
|
4K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-459- 6.43% |
$101K - $135K
|
6.68K
$2.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-459- 7.36% |
$101K - $135K
|
5.78K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-460- 27.86% |
$102K - $136K
|
1.19K
$365K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-462- 27.83% |
$102K - $136K
|
1.2K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-463- 3.63% |
$102K - $136K
|
12.3K
$3.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-466- 13.71% |
$103K - $137K
|
2.93K
$898K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-467- 2.62% |
$103K - $138K
|
17.4K
$5.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-467- 5.68% |
$103K - $138K
|
7.76K
$2.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-468- 70.06% |
$103K - $138K
|
200
$61.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-478- 9.58% |
$106K - $141K
|
4.51K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-479- 2.59% |
$106K - $141K
|
18K
$5.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-479- 1.52% |
$106K - $141K
|
31.1K
$9.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-483- 22.72% |
$107K - $142K
|
1.64K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-487- 12.43% |
$108K - $144K
|
3.43K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-488- 4.14% |
$108K - $144K
|
11.3K
$3.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-490- 21.43% |
$108K - $144K
|
1.8K
$550K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-494- 1.79% |
$109K - $146K
|
27.1K
$8.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-495- 5.0% |
$109K - $146K
|
9.41K
$2.88M
|
|
|
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
$2.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-497- 1.45% |
$110K - $147K
|
33.8K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-499- 1.8% |
$110K - $147K
|
27.2K
$8.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-500- 6.4% |
$111K - $147K
|
7.31K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-501- 3.39% |
$111K - $148K
|
14.3K
$4.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-502- 4.76% |
$111K - $148K
|
10K
$3.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-506- 10.66% |
$112K - $149K
|
4.24K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-509- 7.38% |
$113K - $150K
|
6.39K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-515- 6.27% |
$114K - $152K
|
7.7K
$2.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-518- 42.42% |
$114K - $153K
|
703
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-520- 0.4% |
$115K - $153K
|
128K
$39.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-524- 4.77% |
$116K - $154K
|
10.5K
$3.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-526- 42.69% |
$116K - $155K
|
706
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-529- 2.8% |
$117K - $156K
|
18.3K
$5.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-529- 4.69% |
$117K - $156K
|
10.8K
$3.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-531- 3.0% |
$117K - $157K
|
17.2K
$5.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-534- 6.37% |
$118K - $157K
|
7.84K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-535- 1.76% |
$118K - $158K
|
29.9K
$9.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-537- 32.6% |
$119K - $158K
|
1.11K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-538- 7.74% |
$119K - $159K
|
6.41K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-544- 0.89% |
$120K - $160K
|
60.7K
$18.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-545- 5.68% |
$120K - $161K
|
9.05K
$2.77M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-545- 3.94% |
$120K - $161K
|
13.3K
$4.07M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-550- 0.66% |
$122K - $162K
|
82.7K
$25.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-552- 14.68% |
$122K - $163K
|
3.21K
$983K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-556- 12.57% |
$123K - $164K
|
3.87K
$1.18M
|