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 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
377+ 2.67% |
$83.3K - $111K
|
14.5K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
375+ 1.65% |
$82.9K - $111K
|
23.1K
$5.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
374+ 3.67% |
$82.7K - $110K
|
10.6K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
371+ 0.84% |
$82K - $109K
|
44.3K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
370+ 0.43% |
$81.8K - $109K
|
85.6K
$22.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
370+ 2.1% |
$81.8K - $109K
|
18K
$4.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
370+ 32.43% |
$81.8K - $109K
|
1.51K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
370+ 56.06% |
$81.8K - $109K
|
1.03K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
370+ 12.78% |
$81.8K - $109K
|
3.27K
$846K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
368+ 24.75% |
$81.3K - $108K
|
1.86K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
368+ 34.49% |
$81.3K - $108K
|
1.44K
$372K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
364+ 5.5% |
$80.5K - $107K
|
6.98K
$1.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
364+ 7.77% |
$80.5K - $107K
|
5.05K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
361+ 4.26% |
$79.8K - $106K
|
8.84K
$2.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
359+ 5.01% |
$79.3K - $106K
|
7.52K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
357+ 5.15% |
$78.9K - $105K
|
7.28K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
357+ 1.74% |
$78.9K - $105K
|
20.8K
$5.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
355+ 21.18% |
$78.5K - $105K
|
2.03K
$526K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
355+ 4.81% |
$78.5K - $105K
|
7.74K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
354+ 2.2% |
$78.2K - $104K
|
16.4K
$4.26M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
352+ 11.08% |
$77.8K - $104K
|
3.53K
$914K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
351New |
$77.6K - $103K
|
351
$90.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
347+ 3.96% |
$76.7K - $102K
|
9.11K
$2.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
346New |
$76.5K - $102K
|
346
$89.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
345+ 6.89% |
$76.3K - $102K
|
5.36K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
342+ 30.08% |
$75.6K - $101K
|
1.48K
$383K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
340+ 2.25% |
$75.2K - $100K
|
15.4K
$4M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
339+ 4.79% |
$74.9K - $99.9K
|
7.42K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
339+ 13.18% |
$74.9K - $99.9K
|
2.91K
$754K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
339+ 5.03% |
$74.9K - $99.9K
|
7.08K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
337+ 11.82% |
$74.5K - $99.3K
|
3.19K
$826K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
336+ 13.44% |
$74.3K - $99K
|
2.84K
$735K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
335+ 3.25% |
$74K - $98.8K
|
10.7K
$2.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
333+ 1.16% |
$73.6K - $98.2K
|
29.1K
$7.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
333+ 2.7% |
$73.6K - $98.2K
|
12.7K
$3.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
330+ 16.0% |
$72.9K - $97.3K
|
2.39K
$620K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
323+ 19.06% |
$71.4K - $95.2K
|
2.02K
$523K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
322+ 15.01% |
$71.2K - $94.9K
|
2.47K
$639K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
316+ 2.61% |
$69.8K - $93.2K
|
12.4K
$3.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
316+ 5.94% |
$69.8K - $93.2K
|
5.63K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
315+ 24.8% |
$69.6K - $92.9K
|
1.59K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
315+ 8.25% |
$69.6K - $92.9K
|
4.13K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
314+ 29.4% |
$69.4K - $92.6K
|
1.38K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
314+ 0.55% |
$69.4K - $92.6K
|
57.8K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
312+ 21.64% |
$69K - $92K
|
1.75K
$454K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
309+ 0.35% |
$68.3K - $91.1K
|
89.8K
$23.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
308+ 7.39% |
$68.1K - $90.8K
|
4.47K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
308+ 1.77% |
$68.1K - $90.8K
|
17.7K
$4.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
305+ 7.92% |
$67.4K - $89.9K
|
4.15K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
301+ 8.54% |
$66.5K - $88.7K
|
3.83K
$991K
|