Purchases and Sales Made in Q1 2025 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
25+ 1.58% |
$5.44K - $6.62K
|
1.61K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
25+ 1.06% |
$5.44K - $6.62K
|
2.38K
$616K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
24+ 0.75% |
$5.22K - $6.35K
|
3.24K
$839K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
24+ 1.57% |
$5.22K - $6.35K
|
1.55K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24+ 0.8% |
$5.22K - $6.35K
|
3.04K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
24New |
$5.22K - $6.35K
|
24
$6.22K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
23New |
$5K - $6.09K
|
23
$5.96K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
23+ 0.64% |
$5K - $6.09K
|
3.6K
$934K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
23+ 5.62% |
$5K - $6.09K
|
432
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
23+ 11.86% |
$5K - $6.09K
|
217
$56.2K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
23+ 0.66% |
$5K - $6.09K
|
3.49K
$905K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
23+ 1.17% |
$5K - $6.09K
|
1.99K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23+ 0.89% |
$5K - $6.09K
|
2.62K
$678K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
22+ 1.94% |
$4.78K - $5.82K
|
1.16K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
21+ 2.22% |
$4.57K - $5.56K
|
966
$250K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
21+ 1.29% |
$4.57K - $5.56K
|
1.64K
$426K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
20+ 1.41% |
$4.35K - $5.29K
|
1.44K
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
20+ 1.15% |
$4.35K - $5.29K
|
1.76K
$456K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
20+ 0.46% |
$4.35K - $5.29K
|
4.34K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
20+ 0.25% |
$4.35K - $5.29K
|
8.12K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
20+ 1.09% |
$4.35K - $5.29K
|
1.85K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
20+ 0.98% |
$4.35K - $5.29K
|
2.06K
$534K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20New |
$4.35K - $5.29K
|
20
$5.18K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
20+ 0.06% |
$4.35K - $5.29K
|
35.6K
$9.22M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20+ 1.09% |
$4.35K - $5.29K
|
1.85K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 21.98% |
$4.35K - $5.29K
|
111
$28.8K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
20+ 1.4% |
$4.35K - $5.29K
|
1.45K
$376K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
19+ 0.04% |
$4.13K - $5.03K
|
53.3K
$13.8M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
19+ 0.47% |
$4.13K - $5.03K
|
4.08K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.18% |
$4.13K - $5.03K
|
10.3K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
19+ 0.85% |
$4.13K - $5.03K
|
2.25K
$583K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18+ 51.43% |
$3.91K - $4.77K
|
53
$13.7K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
18+ 0.31% |
$3.91K - $4.77K
|
5.75K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
18+ 0.44% |
$3.91K - $4.77K
|
4.08K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
18+ 1.2% |
$3.91K - $4.77K
|
1.51K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
18+ 0.23% |
$3.91K - $4.77K
|
7.85K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
18New |
$3.91K - $4.77K
|
18
$4.66K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
18+ 1.07% |
$3.91K - $4.77K
|
1.7K
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 0.75% |
$3.7K - $4.5K
|
2.29K
$594K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
17+ 0.81% |
$3.7K - $4.5K
|
2.11K
$546K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
17+ 1.49% |
$3.7K - $4.5K
|
1.16K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
17New |
$3.7K - $4.5K
|
17
$4.4K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
17+ 0.06% |
$3.7K - $4.5K
|
29.7K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
17+ 0.64% |
$3.7K - $4.5K
|
2.68K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
17+ 1.05% |
$3.7K - $4.5K
|
1.64K
$425K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
16+ 0.4% |
$3.48K - $4.24K
|
4K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
15+ 1.26% |
$3.26K - $3.97K
|
1.2K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
15+ 1.22% |
$3.26K - $3.97K
|
1.25K
$324K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
15+ 0.9% |
$3.26K - $3.97K
|
1.69K
$438K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 0.6% |
$3.26K - $3.97K
|
2.5K
$648K
|