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
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.1K+ 5.55% |
$244K - $325K
|
21K
$5.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.1K+ 4.94% |
$244K - $325K
|
23.4K
$6.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.1K+ 97.69% |
$243K - $324K
|
2.22K
$576K
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.1K+ 45.75% |
$243K - $324K
|
3.5K
$906K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.1K+ 5.62% |
$242K - $323K
|
20.6K
$5.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.09K+ 16.69% |
$241K - $322K
|
7.63K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.09KNew |
$240K - $321K
|
1.09K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.08K+ 105.15% |
$239K - $319K
|
2.11K
$547K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
1.08KNew |
$239K - $318K
|
1.08K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.07K+ 49.2% |
$237K - $316K
|
3.25K
$842K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
BUY
|
- |
1.07KNew |
$236K - $315K
|
1.07K
$277K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.06K+ 17.42% |
$235K - $314K
|
7.17K
$1.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.06KNew |
$235K - $313K
|
1.06K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.06K+ 5.11% |
$233K - $311K
|
21.7K
$5.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
1.06K+ 4.45% |
$233K - $311K
|
24.8K
$6.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.06K+ 4.28% |
$233K - $311K
|
25.7K
$6.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.05K+ 1.51% |
$233K - $310K
|
70.8K
$18.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.04K+ 2.19% |
$229K - $306K
|
48.5K
$12.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.04KNew |
$229K - $306K
|
1.04K
$269K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.03K+ 0.55% |
$227K - $303K
|
188K
$48.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.03KNew |
$227K - $303K
|
1.03K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.03K+ 11.37% |
$227K - $302K
|
10K
$2.6M
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
BUY
|
- |
1.02KNew |
$226K - $302K
|
1.02K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.01K+ 2.46% |
$223K - $298K
|
42.1K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.01KNew |
$223K - $297K
|
1.01K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1K+ 40.0% |
$221K - $295K
|
3.5K
$907K
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1K+ 5.88% |
$221K - $295K
|
18K
$4.66M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
1KNew |
$221K - $295K
|
1K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
999New |
$221K - $294K
|
999
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
992+ 14.37% |
$219K - $292K
|
7.89K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
987New |
$218K - $291K
|
987
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
987+ 22.3% |
$218K - $291K
|
5.41K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
985+ 8.42% |
$218K - $290K
|
12.7K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
985New |
$218K - $290K
|
985
$255K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
984New |
$217K - $290K
|
984
$255K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
984+ 1.54% |
$217K - $290K
|
64.8K
$16.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
976New |
$216K - $288K
|
976
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
974+ 14.78% |
$215K - $287K
|
7.57K
$1.96M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
969New |
$214K - $286K
|
969
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
966+ 10.12% |
$214K - $285K
|
10.5K
$2.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
965+ 4.67% |
$213K - $284K
|
21.6K
$5.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
964New |
$213K - $284K
|
964
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
960New |
$212K - $283K
|
960
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
955New |
$211K - $282K
|
955
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
952New |
$210K - $281K
|
952
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
947New |
$209K - $279K
|
947
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
945+ 3.73% |
$209K - $279K
|
26.3K
$6.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
941New |
$208K - $277K
|
941
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
937+ 10.07% |
$207K - $276K
|
10.2K
$2.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
936New |
$207K - $276K
|
936
$242K
|