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 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
603+ 0.06% |
$133K - $178K
|
962K
$249M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
602+ 38.34% |
$133K - $177K
|
2.17K
$563K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
602+ 6.27% |
$133K - $177K
|
10.2K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
600+ 0.2% |
$133K - $177K
|
302K
$78.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
599+ 6.03% |
$132K - $177K
|
10.5K
$2.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
596+ 13.38% |
$132K - $176K
|
5.05K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
595+ 65.67% |
$132K - $175K
|
1.5K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
595+ 20.74% |
$132K - $175K
|
3.46K
$897K
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
588+ 40.89% |
$130K - $173K
|
2.03K
$525K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
588+ 55.79% |
$130K - $173K
|
1.64K
$425K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
584+ 19.32% |
$129K - $172K
|
3.61K
$934K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
583+ 21.54% |
$129K - $172K
|
3.29K
$852K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
580+ 4.07% |
$128K - $171K
|
14.8K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
578+ 18.45% |
$128K - $170K
|
3.71K
$961K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
575+ 127.21% |
$127K - $169K
|
1.03K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
575New |
$127K - $169K
|
575
$149K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
572+ 29.79% |
$126K - $169K
|
2.49K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
567+ 3.71% |
$125K - $167K
|
15.8K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
564+ 8.22% |
$125K - $166K
|
7.43K
$1.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
558+ 33.02% |
$123K - $164K
|
2.25K
$582K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
554+ 18.18% |
$122K - $163K
|
3.6K
$933K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
551+ 7.08% |
$122K - $162K
|
8.34K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
550+ 2.29% |
$122K - $162K
|
24.6K
$6.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
545+ 0.85% |
$120K - $161K
|
65K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
543+ 46.77% |
$120K - $160K
|
1.7K
$441K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
542+ 2.28% |
$120K - $160K
|
24.3K
$6.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
539+ 13.28% |
$119K - $159K
|
4.6K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
538+ 45.9% |
$119K - $159K
|
1.71K
$443K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
534+ 38.09% |
$118K - $157K
|
1.94K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
528+ 14.69% |
$117K - $156K
|
4.12K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
528+ 27.7% |
$117K - $156K
|
2.43K
$631K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
527+ 17.57% |
$116K - $155K
|
3.53K
$914K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
526+ 7.01% |
$116K - $155K
|
8.03K
$2.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
523+ 9.22% |
$116K - $154K
|
6.2K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
523+ 27.91% |
$116K - $154K
|
2.4K
$621K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
522+ 7.96% |
$115K - $154K
|
7.08K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
522+ 2.09% |
$115K - $154K
|
25.5K
$6.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
521+ 22.96% |
$115K - $154K
|
2.79K
$723K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
510+ 2.84% |
$113K - $150K
|
18.5K
$4.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
500New |
$111K - $147K
|
500
$130K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
500+ 43.9% |
$111K - $147K
|
1.64K
$425K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
499+ 5.18% |
$110K - $147K
|
10.1K
$2.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
498+ 3.52% |
$110K - $147K
|
14.6K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
498+ 12.2% |
$110K - $147K
|
4.58K
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
494+ 109.78% |
$109K - $146K
|
944
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
488+ 6.26% |
$108K - $144K
|
8.28K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
481+ 18.01% |
$106K - $142K
|
3.15K
$816K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
477+ 2.86% |
$105K - $141K
|
17.1K
$4.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
477+ 10.38% |
$105K - $141K
|
5.07K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
477+ 28.43% |
$105K - $141K
|
2.16K
$558K
|