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 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
837New |
$185K - $247K
|
837
$243K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
830New |
$183K - $245K
|
830
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
828+ 38.76% |
$183K - $244K
|
2.96K
$860K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
820New |
$181K - $242K
|
820
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
818New |
$181K - $241K
|
818
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
766New |
$169K - $226K
|
766
$222K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
765New |
$169K - $226K
|
765
$222K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
754New |
$167K - $222K
|
754
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
754New |
$167K - $222K
|
754
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
749New |
$166K - $221K
|
749
$217K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
743New |
$164K - $219K
|
743
$216K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
735+ 28.77% |
$162K - $217K
|
3.29K
$955K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
734New |
$162K - $216K
|
734
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
733New |
$162K - $216K
|
733
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
730New |
$161K - $215K
|
730
$212K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
720New |
$159K - $212K
|
720
$209K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
697New |
$154K - $205K
|
697
$202K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
693New |
$153K - $204K
|
693
$201K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
640+ 1.22% |
$141K - $189K
|
52.9K
$15.4M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
636+ 9.48% |
$141K - $187K
|
7.35K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
599+ 6.03% |
$132K - $177K
|
10.5K
$3.06M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
596+ 13.38% |
$132K - $176K
|
5.05K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
584+ 19.32% |
$129K - $172K
|
3.61K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
575+ 127.21% |
$127K - $169K
|
1.03K
$298K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
572+ 29.79% |
$126K - $169K
|
2.49K
$723K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
564+ 8.22% |
$125K - $166K
|
7.43K
$2.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
494+ 109.78% |
$109K - $146K
|
944
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
460+ 1.52% |
$102K - $136K
|
30.6K
$8.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
423+ 1.47% |
$93.5K - $125K
|
29.2K
$8.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
355+ 21.18% |
$78.5K - $105K
|
2.03K
$589K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
352+ 11.08% |
$77.8K - $104K
|
3.53K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
345+ 6.89% |
$76.3K - $102K
|
5.36K
$1.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
339+ 4.79% |
$74.9K - $99.9K
|
7.42K
$2.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
335+ 3.25% |
$74K - $98.8K
|
10.7K
$3.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
333+ 1.16% |
$73.6K - $98.2K
|
29.1K
$8.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
314+ 29.4% |
$69.4K - $92.6K
|
1.38K
$401K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
300+ 0.33% |
$66.3K - $88.4K
|
91.8K
$26.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
274+ 1.26% |
$60.6K - $80.8K
|
22K
$6.37M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
271+ 4.49% |
$59.9K - $79.9K
|
6.3K
$1.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
267+ 7.3% |
$59K - $78.7K
|
3.93K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
259+ 7.93% |
$57.2K - $76.3K
|
3.53K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
259+ 11.55% |
$57.2K - $76.3K
|
2.5K
$726K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
258+ 2.93% |
$57K - $76.1K
|
9.05K
$2.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
235+ 10.78% |
$51.9K - $69.3K
|
2.41K
$700K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
228+ 23.17% |
$50.4K - $67.2K
|
1.21K
$352K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
209+ 4.14% |
$46.2K - $61.6K
|
5.26K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
204+ 10.06% |
$45.1K - $60.1K
|
2.23K
$648K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
200+ 5.81% |
$44.2K - $59K
|
3.65K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
196+ 13.43% |
$43.3K - $57.8K
|
1.66K
$480K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
194+ 8.06% |
$42.9K - $57.2K
|
2.6K
$754K
|