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
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
148+ 7.92% |
$32.7K - $43.6K
|
2.02K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
148+ 7.01% |
$32.7K - $43.6K
|
2.26K
$585K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
148New |
$32.7K - $43.6K
|
148
$38.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
148+ 2.46% |
$32.7K - $43.6K
|
6.16K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
147+ 5.81% |
$32.5K - $43.3K
|
2.68K
$693K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
145+ 6.94% |
$32K - $42.7K
|
2.23K
$579K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
145+ 13.3% |
$32K - $42.7K
|
1.24K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
145+ 11.81% |
$32K - $42.7K
|
1.37K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
145+ 0.99% |
$32K - $42.7K
|
14.8K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
142+ 12.22% |
$31.4K - $41.9K
|
1.3K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
141+ 0.88% |
$31.2K - $41.6K
|
16.1K
$4.17M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
140+ 3.6% |
$30.9K - $41.3K
|
4.03K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
140+ 2.44% |
$30.9K - $41.3K
|
5.89K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
140+ 0.13% |
$30.9K - $41.3K
|
110K
$28.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
137+ 4.09% |
$30.3K - $40.4K
|
3.49K
$903K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
137+ 5.33% |
$30.3K - $40.4K
|
2.71K
$701K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
135+ 11.65% |
$29.8K - $39.8K
|
1.29K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
134+ 4.1% |
$29.6K - $39.5K
|
3.4K
$881K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
134+ 5.39% |
$29.6K - $39.5K
|
2.62K
$678K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
134+ 6.89% |
$29.6K - $39.5K
|
2.08K
$539K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
134+ 1.89% |
$29.6K - $39.5K
|
7.21K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
134+ 1.06% |
$29.6K - $39.5K
|
12.8K
$3.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
133+ 7.66% |
$29.4K - $39.2K
|
1.87K
$484K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
132+ 12.05% |
$29.2K - $38.9K
|
1.23K
$318K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
131+ 12.69% |
$29K - $38.6K
|
1.16K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
131+ 3.17% |
$29K - $38.6K
|
4.26K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
130+ 5.21% |
$28.7K - $38.3K
|
2.63K
$680K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
130+ 0.76% |
$28.7K - $38.3K
|
17.3K
$4.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
129+ 5.15% |
$28.5K - $38K
|
2.63K
$682K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
129+ 1.89% |
$28.5K - $38K
|
6.97K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
128+ 12.32% |
$28.3K - $37.7K
|
1.17K
$302K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
128+ 9.57% |
$28.3K - $37.7K
|
1.47K
$380K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
128+ 1.6% |
$28.3K - $37.7K
|
8.12K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
128+ 3.53% |
$28.3K - $37.7K
|
3.76K
$974K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
127+ 6.87% |
$28.1K - $37.4K
|
1.98K
$512K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
127+ 11.94% |
$28.1K - $37.4K
|
1.19K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
126+ 6.95% |
$27.8K - $37.1K
|
1.94K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
124+ 11.46% |
$27.4K - $36.6K
|
1.21K
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
123+ 0.04% |
$27.2K - $36.3K
|
312K
$80.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
123+ 65.08% |
$27.2K - $36.3K
|
312
$80.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
122+ 2.76% |
$27K - $36K
|
4.54K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
122+ 2.07% |
$27K - $36K
|
6.02K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
121+ 1.1% |
$26.7K - $35.7K
|
11.1K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
120+ 3.29% |
$26.5K - $35.4K
|
3.77K
$977K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
119+ 18.83% |
$26.3K - $35.1K
|
751
$195K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
118+ 0.68% |
$26.1K - $34.8K
|
17.5K
$4.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
117+ 1.71% |
$25.9K - $34.5K
|
6.96K
$1.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
117+ 5.92% |
$25.9K - $34.5K
|
2.09K
$542K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
115+ 2.65% |
$25.4K - $33.9K
|
4.46K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
114+ 4.7% |
$25.2K - $33.6K
|
2.54K
$658K
|