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 06, 2025
Q2 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-805- 24.98% |
$178K - $237K
|
2.42K
$626K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-807- 4.53% |
$178K - $238K
|
17K
$4.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-808- 38.1% |
$179K - $238K
|
1.31K
$340K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-819- 0.27% |
$181K - $241K
|
300K
$77.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-824- 0.72% |
$182K - $243K
|
113K
$29.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-826- 2.17% |
$183K - $243K
|
37.3K
$9.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-831- 5.19% |
$184K - $245K
|
15.2K
$3.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-832- 40.04% |
$184K - $245K
|
1.25K
$323K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-849- 1.41% |
$188K - $250K
|
59.2K
$15.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-857- 51.69% |
$189K - $253K
|
801
$208K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-859- 8.11% |
$190K - $253K
|
9.74K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-862- 8.66% |
$191K - $254K
|
9.09K
$2.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-863- 34.18% |
$191K - $254K
|
1.66K
$431K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-864- 55.21% |
$191K - $255K
|
701
$182K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-871- 5.16% |
$193K - $257K
|
16K
$4.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-872- 8.48% |
$193K - $257K
|
9.42K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-874- 14.19% |
$193K - $258K
|
5.29K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-875- 7.53% |
$193K - $258K
|
10.7K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-880- 3.31% |
$195K - $259K
|
25.7K
$6.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-881- 2.38% |
$195K - $260K
|
36.1K
$9.36M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-882- 0.8% |
$195K - $260K
|
109K
$28.4M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-889- 83.79% |
$196K - $262K
|
172
$44.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-896- 11.76% |
$198K - $264K
|
6.73K
$1.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-897- 9.81% |
$198K - $264K
|
8.25K
$2.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-904- 4.42% |
$200K - $266K
|
19.5K
$5.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-906- 20.68% |
$200K - $267K
|
3.48K
$901K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-907- 14.86% |
$200K - $267K
|
5.2K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
SELL
|
- |
-914- 1.44% |
$202K - $269K
|
62.4K
$16.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-915- 13.98% |
$202K - $270K
|
5.63K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-920- 9.77% |
$203K - $271K
|
8.5K
$2.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-923- 9.88% |
$204K - $272K
|
8.42K
$2.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-926- 4.1% |
$205K - $273K
|
21.7K
$5.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-926- 6.39% |
$205K - $273K
|
13.6K
$3.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-926- 1.3% |
$205K - $273K
|
70.3K
$18.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-931- 16.66% |
$206K - $274K
|
4.66K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-943- 23.8% |
$208K - $278K
|
3.02K
$782K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-948- 0.88% |
$210K - $279K
|
106K
$27.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-948- 12.7% |
$210K - $279K
|
6.51K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-962- 8.41% |
$213K - $284K
|
10.5K
$2.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-965- 1.96% |
$213K - $284K
|
48.2K
$12.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-976- 1.93% |
$216K - $288K
|
49.6K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-980- 6.76% |
$217K - $289K
|
13.5K
$3.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-987- 3.77% |
$218K - $291K
|
25.2K
$6.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-999- 0.45% |
$221K - $294K
|
223K
$57.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-1K- 28.07% |
$221K - $295K
|
2.56K
$664K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1K- 10.98% |
$221K - $295K
|
8.11K
$2.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1K- 6.59% |
$221K - $295K
|
14.2K
$3.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1K- 19.97% |
$222K - $296K
|
4.02K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.01K- 56.06% |
$223K - $297K
|
790
$205K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.03K- 8.91% |
$227K - $303K
|
10.5K
$2.72M
|