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 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
825New |
$182K - $243K
|
825
$214K
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
825+ 3.08% |
$182K - $243K
|
27.6K
$7.16M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
822New |
$182K - $242K
|
822
$213K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
820New |
$181K - $242K
|
820
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
818New |
$181K - $241K
|
818
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
818New |
$181K - $241K
|
818
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
816New |
$180K - $241K
|
816
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
815New |
$180K - $240K
|
815
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
815New |
$180K - $240K
|
815
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
815+ 3.2% |
$180K - $240K
|
26.3K
$6.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
814New |
$180K - $240K
|
814
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
813New |
$180K - $240K
|
813
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
812New |
$179K - $239K
|
812
$210K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
812New |
$179K - $239K
|
812
$210K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
810New |
$179K - $239K
|
810
$210K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
810+ 16.64% |
$179K - $239K
|
5.68K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
805New |
$178K - $237K
|
805
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
802+ 6.08% |
$177K - $236K
|
14K
$3.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
801New |
$177K - $236K
|
801
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
800New |
$177K - $236K
|
800
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
799New |
$177K - $236K
|
799
$207K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
798New |
$176K - $235K
|
798
$207K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
793New |
$175K - $234K
|
793
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
793New |
$175K - $234K
|
793
$205K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
793New |
$175K - $234K
|
793
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
792New |
$175K - $233K
|
792
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
792New |
$175K - $233K
|
792
$205K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
792New |
$175K - $233K
|
792
$205K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
790+ 20.01% |
$175K - $233K
|
4.74K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
790New |
$175K - $233K
|
790
$205K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
789New |
$174K - $233K
|
789
$204K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
786New |
$174K - $232K
|
786
$204K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
786+ 3.9% |
$174K - $232K
|
21K
$5.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
783New |
$173K - $231K
|
783
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
782New |
$173K - $231K
|
782
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
782+ 58.36% |
$173K - $231K
|
2.12K
$550K
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
782New |
$173K - $231K
|
782
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
780New |
$172K - $230K
|
780
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
780New |
$172K - $230K
|
780
$202K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
780New |
$172K - $230K
|
780
$202K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
780New |
$172K - $230K
|
780
$202K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
777New |
$172K - $229K
|
777
$201K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
776New |
$172K - $229K
|
776
$201K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
774+ 34.48% |
$171K - $228K
|
3.02K
$782K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
774New |
$171K - $228K
|
774
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
773New |
$171K - $228K
|
773
$200K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
771New |
$170K - $227K
|
771
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
771+ 7.29% |
$170K - $227K
|
11.4K
$2.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
769New |
$170K - $227K
|
769
$199K
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
BUY
|
- |
768New |
$170K - $226K
|
768
$199K
|