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 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
123+ 65.08% |
$27.2K - $36.3K
|
312
$95.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
122+ 2.76% |
$27K - $36K
|
4.54K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
122+ 2.07% |
$27K - $36K
|
6.02K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
121+ 1.1% |
$26.7K - $35.7K
|
11.1K
$3.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
120+ 3.29% |
$26.5K - $35.4K
|
3.77K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
119+ 18.83% |
$26.3K - $35.1K
|
751
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
118+ 0.68% |
$26.1K - $34.8K
|
17.5K
$5.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
117+ 1.71% |
$25.9K - $34.5K
|
6.96K
$2.13M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
117+ 5.92% |
$25.9K - $34.5K
|
2.09K
$641K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
115+ 2.65% |
$25.4K - $33.9K
|
4.46K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
114+ 4.7% |
$25.2K - $33.6K
|
2.54K
$778K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
113+ 7.23% |
$25K - $33.3K
|
1.68K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
110+ 3.67% |
$24.3K - $32.4K
|
3.11K
$952K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
109+ 2.18% |
$24.1K - $32.1K
|
5.12K
$1.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
109+ 0.37% |
$24.1K - $32.1K
|
29.2K
$8.95M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
109+ 0.56% |
$24.1K - $32.1K
|
19.7K
$6.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
108+ 4.63% |
$23.9K - $31.8K
|
2.44K
$748K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
107+ 10.97% |
$23.7K - $31.5K
|
1.08K
$332K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
106+ 3.53% |
$23.4K - $31.2K
|
3.11K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
106+ 11.64% |
$23.4K - $31.2K
|
1.02K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
104+ 3.45% |
$23K - $30.7K
|
3.12K
$955K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
104+ 6.19% |
$23K - $30.7K
|
1.79K
$547K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
102+ 2.17% |
$22.5K - $30.1K
|
4.8K
$1.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
102+ 7.25% |
$22.5K - $30.1K
|
1.51K
$462K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
101+ 0.09% |
$22.3K - $29.8K
|
107K
$32.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
100+ 6.94% |
$22.1K - $29.5K
|
1.54K
$472K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
100+ 1.14% |
$22.1K - $29.5K
|
8.86K
$2.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 0.57% |
$22.1K - $29.5K
|
17.7K
$5.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
100+ 3.62% |
$22.1K - $29.5K
|
2.87K
$878K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
100+ 3.03% |
$22.1K - $29.5K
|
3.4K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
100+ 6.34% |
$22.1K - $29.5K
|
1.68K
$514K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
100+ 1.38% |
$22.1K - $29.5K
|
7.34K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
100+ 6.33% |
$22.1K - $29.5K
|
1.68K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
100+ 2.29% |
$22.1K - $29.5K
|
4.47K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
99+ 1.1% |
$21.9K - $29.2K
|
9.07K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
99+ 4.14% |
$21.9K - $29.2K
|
2.49K
$763K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
99+ 5.96% |
$21.9K - $29.2K
|
1.76K
$540K
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
98+ 0.15% |
$21.7K - $28.9K
|
64.6K
$19.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
98+ 24.08% |
$21.7K - $28.9K
|
505
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
97+ 3.71% |
$21.4K - $28.6K
|
2.71K
$832K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
96+ 1.76% |
$21.2K - $28.3K
|
5.54K
$1.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
96+ 3.36% |
$21.2K - $28.3K
|
2.96K
$905K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
95+ 5.09% |
$21K - $28K
|
1.96K
$601K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
95+ 2.79% |
$21K - $28K
|
3.51K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
95+ 1.94% |
$21K - $28K
|
4.99K
$1.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
95+ 24.42% |
$21K - $28K
|
484
$148K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
95+ 3.25% |
$21K - $28K
|
3.01K
$923K
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
94+ 11.1% |
$20.8K - $27.7K
|
941
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
94+ 8.48% |
$20.8K - $27.7K
|
1.2K
$368K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
93+ 3.46% |
$20.6K - $27.4K
|
2.78K
$853K
|