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
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
235+ 10.78% |
$51.9K - $69.3K
|
2.41K
$625K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
235+ 2.08% |
$51.9K - $69.3K
|
11.5K
$2.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
235+ 0.48% |
$51.9K - $69.3K
|
49.6K
$12.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
232New |
$51.3K - $68.4K
|
232
$60.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
232+ 26.54% |
$51.3K - $68.4K
|
1.11K
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
231+ 1.41% |
$51.1K - $68.1K
|
16.6K
$4.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
231+ 5.11% |
$51.1K - $68.1K
|
4.75K
$1.23M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
230+ 10.65% |
$50.8K - $67.8K
|
2.39K
$619K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
228+ 23.17% |
$50.4K - $67.2K
|
1.21K
$314K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
228+ 78.62% |
$50.4K - $67.2K
|
518
$134K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
227+ 2.21% |
$50.2K - $66.9K
|
10.5K
$2.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
222+ 4.01% |
$49.1K - $65.4K
|
5.76K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
221+ 2.86% |
$48.8K - $65.1K
|
7.96K
$2.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
220+ 17.27% |
$48.6K - $64.9K
|
1.49K
$387K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
220+ 2.25% |
$48.6K - $64.9K
|
9.99K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
219+ 6.3% |
$48.4K - $64.6K
|
3.7K
$957K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
219New |
$48.4K - $64.6K
|
219
$56.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
217+ 1.57% |
$48K - $64K
|
14K
$3.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
214+ 3.04% |
$47.3K - $63.1K
|
7.26K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
213+ 12.65% |
$47.1K - $62.8K
|
1.9K
$491K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
212+ 10.83% |
$46.9K - $62.5K
|
2.17K
$562K
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
210+ 7.87% |
$46.4K - $61.9K
|
2.88K
$745K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
210+ 6.04% |
$46.4K - $61.9K
|
3.69K
$956K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
210+ 4.75% |
$46.4K - $61.9K
|
4.64K
$1.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
209+ 4.14% |
$46.2K - $61.6K
|
5.26K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
208+ 1.57% |
$46K - $61.3K
|
13.5K
$3.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
207+ 3.91% |
$45.8K - $61K
|
5.5K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
204+ 10.06% |
$45.1K - $60.1K
|
2.23K
$578K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
204+ 5.6% |
$45.1K - $60.1K
|
3.85K
$996K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
203+ 9.43% |
$44.9K - $59.8K
|
2.36K
$610K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
203+ 0.65% |
$44.9K - $59.8K
|
31.5K
$8.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
201+ 0.83% |
$44.4K - $59.3K
|
24.3K
$6.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
200+ 5.81% |
$44.2K - $59K
|
3.65K
$944K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
200+ 2.08% |
$44.2K - $59K
|
9.8K
$2.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
200+ 2.0% |
$44.2K - $59K
|
10.2K
$2.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
200+ 0.27% |
$44.2K - $59K
|
74K
$19.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
200+ 12.5% |
$44.2K - $59K
|
1.8K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
199New |
$44K - $58.7K
|
199
$51.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
198+ 2.17% |
$43.8K - $58.4K
|
9.33K
$2.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
196+ 13.43% |
$43.3K - $57.8K
|
1.66K
$429K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
194+ 8.06% |
$42.9K - $57.2K
|
2.6K
$674K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
194+ 1.41% |
$42.9K - $57.2K
|
14K
$3.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
194+ 1.47% |
$42.9K - $57.2K
|
13.4K
$3.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
193+ 1.66% |
$42.7K - $56.9K
|
11.8K
$3.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
193+ 46.96% |
$42.7K - $56.9K
|
604
$156K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
192New |
$42.4K - $56.6K
|
192
$49.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
191+ 1.08% |
$42.2K - $56.3K
|
17.8K
$4.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
188+ 17.11% |
$41.6K - $55.4K
|
1.29K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
188+ 2.3% |
$41.6K - $55.4K
|
8.36K
$2.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
187+ 0.91% |
$41.3K - $55.1K
|
20.8K
$5.4M
|