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 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-923- 9.88% |
$204K - $272K
|
8.42K
$2.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-926- 4.1% |
$205K - $273K
|
21.7K
$6.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-926- 6.39% |
$205K - $273K
|
13.6K
$4.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-926- 1.3% |
$205K - $273K
|
70.3K
$21.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-931- 16.66% |
$206K - $274K
|
4.66K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-943- 23.8% |
$208K - $278K
|
3.02K
$925K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-948- 0.88% |
$210K - $279K
|
106K
$32.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-948- 12.7% |
$210K - $279K
|
6.51K
$2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-962- 8.41% |
$213K - $284K
|
10.5K
$3.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-965- 1.96% |
$213K - $284K
|
48.2K
$14.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-976- 1.93% |
$216K - $288K
|
49.6K
$15.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-980- 6.76% |
$217K - $289K
|
13.5K
$4.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-987- 3.77% |
$218K - $291K
|
25.2K
$7.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-999- 0.45% |
$221K - $294K
|
223K
$68.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-1K- 28.07% |
$221K - $295K
|
2.56K
$785K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1K- 10.98% |
$221K - $295K
|
8.11K
$2.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1K- 6.59% |
$221K - $295K
|
14.2K
$4.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1K- 19.97% |
$222K - $296K
|
4.02K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.01K- 56.06% |
$223K - $297K
|
790
$242K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.03K- 8.91% |
$227K - $303K
|
10.5K
$3.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.06K- 3.29% |
$235K - $313K
|
31.2K
$9.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.06K- 3.03% |
$235K - $313K
|
34K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.08K- 38.26% |
$239K - $318K
|
1.74K
$534K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.09K- 35.14% |
$240K - $321K
|
2.01K
$615K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.12K- 1.07% |
$247K - $330K
|
104K
$31.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.12K- 40.79% |
$247K - $330K
|
1.62K
$497K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.12K- 24.11% |
$248K - $331K
|
3.54K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.14K- 7.87% |
$252K - $336K
|
13.3K
$4.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.14K- 13.52% |
$252K - $336K
|
7.3K
$2.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.16K- 93.98% |
$256K - $341K
|
74
$22.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.16K- 0.68% |
$256K - $341K
|
168K
$51.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.16K- 13.25% |
$257K - $343K
|
7.61K
$2.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.17K- 4.12% |
$258K - $344K
|
27.2K
$8.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.23K- 15.14% |
$273K - $364K
|
6.91K
$2.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.23K- 9.56% |
$273K - $364K
|
11.7K
$3.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.24K- 33.53% |
$275K - $366K
|
2.46K
$754K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.29K- 37.14% |
$284K - $379K
|
2.18K
$666K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.29K- 8.09% |
$284K - $379K
|
14.6K
$4.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.29K- 1.58% |
$286K - $381K
|
80.5K
$24.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.3K- 17.51% |
$287K - $383K
|
6.13K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.31K- 4.44% |
$290K - $387K
|
28.2K
$8.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.32K- 6.19% |
$291K - $388K
|
20K
$6.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-1.33K- 4.42% |
$293K - $391K
|
28.7K
$8.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.33K- 1.29% |
$294K - $392K
|
102K
$31.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.34K- 4.62% |
$296K - $394K
|
27.6K
$8.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.39K- 6.76% |
$306K - $408K
|
19.1K
$5.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Paradigm Capital Management Inc
|
SELL
|
- |
-1.4K- 32.56% |
$309K - $413K
|
2.9K
$889K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.43K- 49.64% |
$317K - $422K
|
1.45K
$445K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.44K- 8.41% |
$318K - $424K
|
15.7K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.44K- 12.48% |
$318K - $424K
|
10.1K
$3.09M
|