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 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
704New |
$156K - $208K
|
704
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
704+ 5.92% |
$156K - $208K
|
12.6K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
703New |
$155K - $207K
|
703
$182K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
701+ 7.62% |
$155K - $207K
|
9.91K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
701New |
$155K - $207K
|
701
$182K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
700New |
$155K - $206K
|
700
$181K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
700New |
$155K - $206K
|
700
$181K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
698New |
$154K - $206K
|
698
$181K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
697New |
$154K - $205K
|
697
$181K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
696New |
$154K - $205K
|
696
$180K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
693New |
$153K - $204K
|
693
$180K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
690New |
$153K - $203K
|
690
$179K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
690New |
$153K - $203K
|
690
$179K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
688New |
$152K - $203K
|
688
$178K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
687New |
$152K - $203K
|
687
$178K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
687New |
$152K - $203K
|
687
$178K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
687New |
$152K - $203K
|
687
$178K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
686New |
$152K - $202K
|
686
$178K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
686New |
$152K - $202K
|
686
$178K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
685+ 7.41% |
$151K - $202K
|
9.93K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
684New |
$151K - $202K
|
684
$177K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
683New |
$151K - $201K
|
683
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
683New |
$151K - $201K
|
683
$177K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
683+ 15.16% |
$151K - $201K
|
5.19K
$1.34M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
683+ 32.49% |
$151K - $201K
|
2.79K
$722K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
682New |
$151K - $201K
|
682
$177K
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
682New |
$151K - $201K
|
682
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
681New |
$151K - $201K
|
681
$176K
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
675+ 9.66% |
$149K - $199K
|
7.67K
$1.99M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
673+ 11.14% |
$149K - $198K
|
6.71K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
665New |
$147K - $196K
|
665
$172K
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
652+ 1.62% |
$144K - $192K
|
40.8K
$10.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
651+ 7.98% |
$144K - $192K
|
8.81K
$2.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
649+ 35.52% |
$143K - $191K
|
2.48K
$641K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
648+ 9.84% |
$143K - $191K
|
7.23K
$1.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
646+ 6.62% |
$143K - $190K
|
10.4K
$2.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
644+ 46.8% |
$142K - $190K
|
2.02K
$523K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
640+ 1.22% |
$141K - $189K
|
52.9K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
638+ 25.97% |
$141K - $188K
|
3.1K
$802K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
636+ 9.48% |
$141K - $187K
|
7.35K
$1.9M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
635+ 3.14% |
$140K - $187K
|
20.8K
$5.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
630+ 6.08% |
$139K - $186K
|
11K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
630+ 20.63% |
$139K - $186K
|
3.68K
$954K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
627+ 235.71% |
$139K - $185K
|
893
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
620+ 29.88% |
$137K - $183K
|
2.7K
$698K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
618+ 8.8% |
$137K - $182K
|
7.64K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
617+ 12.51% |
$136K - $182K
|
5.55K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
606+ 27.51% |
$134K - $179K
|
2.81K
$728K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
605+ 16.7% |
$134K - $178K
|
4.23K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
604+ 22.29% |
$134K - $178K
|
3.31K
$859K
|