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 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
85+ 5.01% |
$18.8K - $25.1K
|
1.78K
$461K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
83+ 3.04% |
$18.3K - $24.5K
|
2.81K
$728K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
83+ 7.63% |
$18.3K - $24.5K
|
1.17K
$303K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
83+ 3.56% |
$18.3K - $24.5K
|
2.42K
$626K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
83New |
$18.3K - $24.5K
|
83
$21.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
83+ 5.49% |
$18.3K - $24.5K
|
1.59K
$413K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
82+ 9.9% |
$18.1K - $24.2K
|
910
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
82+ 3.38% |
$18.1K - $24.2K
|
2.51K
$651K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
80+ 2.93% |
$17.7K - $23.6K
|
2.81K
$729K
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
80+ 1.32% |
$17.7K - $23.6K
|
6.15K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80+ 3.59% |
$17.7K - $23.6K
|
2.31K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
80+ 6.56% |
$17.7K - $23.6K
|
1.3K
$337K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
79+ 1.34% |
$17.5K - $23.3K
|
5.97K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
79+ 3.5% |
$17.5K - $23.3K
|
2.34K
$605K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
79+ 10.84% |
$17.5K - $23.3K
|
808
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
79+ 5.38% |
$17.5K - $23.3K
|
1.55K
$401K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
78+ 5.36% |
$17.2K - $23K
|
1.53K
$397K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
78+ 0.8% |
$17.2K - $23K
|
9.87K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
77+ 19.74% |
$17K - $22.7K
|
467
$121K
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
77+ 0.74% |
$17K - $22.7K
|
10.4K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
76+ 3.31% |
$16.8K - $22.4K
|
2.37K
$614K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
75+ 5.61% |
$16.6K - $22.1K
|
1.41K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
75+ 0.47% |
$16.6K - $22.1K
|
16.1K
$4.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
73+ 4.66% |
$16.1K - $21.5K
|
1.64K
$424K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
73+ 3.15% |
$16.1K - $21.5K
|
2.39K
$618K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
73+ 8.59% |
$16.1K - $21.5K
|
923
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
73+ 384.21% |
$16.1K - $21.5K
|
92
$23.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
72+ 8.78% |
$15.9K - $21.2K
|
892
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
72+ 0.19% |
$15.9K - $21.2K
|
37.7K
$9.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
72+ 0.86% |
$15.9K - $21.2K
|
8.43K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
71+ 32.72% |
$15.7K - $20.9K
|
288
$74.6K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
71+ 7.9% |
$15.7K - $20.9K
|
970
$251K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
71+ 0.66% |
$15.7K - $20.9K
|
10.9K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
70+ 1.72% |
$15.5K - $20.6K
|
4.14K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
69+ 0.73% |
$15.3K - $20.3K
|
9.53K
$2.47M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
69+ 2.41% |
$15.3K - $20.3K
|
2.93K
$759K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
68+ 0.36% |
$15K - $20K
|
19.2K
$4.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
66+ 6.75% |
$14.6K - $19.5K
|
1.04K
$270K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
66+ 3.82% |
$14.6K - $19.5K
|
1.79K
$465K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
66+ 3.33% |
$14.6K - $19.5K
|
2.05K
$531K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 5.11% |
$14.4K - $19.2K
|
1.34K
$346K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
65+ 1.36% |
$14.4K - $19.2K
|
4.85K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
65+ 1.41% |
$14.4K - $19.2K
|
4.67K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
65New |
$14.4K - $19.2K
|
65
$16.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
65+ 0.62% |
$14.4K - $19.2K
|
10.6K
$2.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
64+ 3.25% |
$14.1K - $18.9K
|
2.03K
$526K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
64+ 12.45% |
$14.1K - $18.9K
|
578
$150K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
63New |
$13.9K - $18.6K
|
63
$16.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
63+ 2.8% |
$13.9K - $18.6K
|
2.31K
$600K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
62+ 0.64% |
$13.7K - $18.3K
|
9.7K
$2.51M
|