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 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
930+ 18.33% |
$206K - $274K
|
6.01K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
930New |
$206K - $274K
|
930
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
930+ 27.54% |
$206K - $274K
|
4.31K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
928+ 43.55% |
$205K - $274K
|
3.06K
$793K
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
927+ 57.19% |
$205K - $273K
|
2.55K
$660K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
922New |
$204K - $272K
|
922
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
921New |
$204K - $271K
|
921
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
914+ 113.26% |
$202K - $269K
|
1.72K
$446K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
912New |
$202K - $269K
|
912
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
912+ 1.8% |
$202K - $269K
|
51.5K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
908New |
$201K - $268K
|
908
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
903New |
$200K - $266K
|
903
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
902New |
$199K - $266K
|
902
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
901+ 11.9% |
$199K - $266K
|
8.47K
$2.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
900+ 1.13% |
$199K - $265K
|
80.3K
$20.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
900+ 300.0% |
$199K - $265K
|
1.2K
$311K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
896New |
$198K - $264K
|
896
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
895+ 37.17% |
$198K - $264K
|
3.3K
$856K
|
|
|
Aug 14, 2025
Q2 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
895New |
$198K - $264K
|
895
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
891New |
$197K - $263K
|
891
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
889New |
$196K - $262K
|
889
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
887+ 2.73% |
$196K - $261K
|
33.3K
$8.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
886+ 15.36% |
$196K - $261K
|
6.65K
$1.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
885+ 10.03% |
$196K - $261K
|
9.71K
$2.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
881+ 5.25% |
$195K - $260K
|
17.7K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
878New |
$194K - $259K
|
878
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
873New |
$193K - $257K
|
873
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
870New |
$192K - $256K
|
870
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
866New |
$191K - $255K
|
866
$224K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
861New |
$190K - $254K
|
861
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
861+ 1.74% |
$190K - $254K
|
50.4K
$13.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
861New |
$190K - $254K
|
861
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
851New |
$188K - $251K
|
851
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
850+ 12.98% |
$188K - $251K
|
7.4K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
848+ 10.83% |
$187K - $250K
|
8.68K
$2.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
847New |
$187K - $250K
|
847
$219K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
845+ 10.67% |
$187K - $249K
|
8.77K
$2.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
845+ 42250.0% |
$187K - $249K
|
847
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
844+ 18.87% |
$187K - $249K
|
5.32K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
843+ 2.23% |
$186K - $248K
|
38.6K
$10M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
840+ 16.65% |
$186K - $248K
|
5.89K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
839+ 5.11% |
$185K - $247K
|
17.3K
$4.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
837New |
$185K - $247K
|
837
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
836+ 92.79% |
$185K - $246K
|
1.74K
$450K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
835New |
$185K - $246K
|
835
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
831+ 34.8% |
$184K - $245K
|
3.22K
$834K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
831New |
$184K - $245K
|
831
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
830New |
$183K - $245K
|
830
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
828+ 38.76% |
$183K - $244K
|
2.96K
$768K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
827+ 27.85% |
$183K - $244K
|
3.8K
$984K
|