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 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
62+ 0.9% |
$13.7K - $18.3K
|
6.95K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
61+ 6.82% |
$13.5K - $18K
|
956
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
61+ 7.45% |
$13.5K - $18K
|
880
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
60+ 4.23% |
$13.3K - $17.7K
|
1.48K
$383K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
59+ 1.45% |
$13K - $17.4K
|
4.14K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
59+ 2.15% |
$13K - $17.4K
|
2.81K
$727K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
59+ 5.76% |
$13K - $17.4K
|
1.08K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
59+ 1.53% |
$13K - $17.4K
|
3.92K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
58New |
$12.8K - $17.1K
|
58
$15K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
58New |
$12.8K - $17.1K
|
58
$15K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
57+ 0.62% |
$12.6K - $16.8K
|
9.24K
$2.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
56+ 0.19% |
$12.4K - $16.5K
|
29.3K
$7.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
55+ 1.17% |
$12.2K - $16.2K
|
4.76K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
55+ 4.21% |
$12.2K - $16.2K
|
1.36K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
55New |
$12.2K - $16.2K
|
55
$14.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
55+ 1.43% |
$12.2K - $16.2K
|
3.89K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
55+ 0.28% |
$12.2K - $16.2K
|
19.9K
$5.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
54+ 2.0% |
$11.9K - $15.9K
|
2.75K
$712K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
54+ 0.25% |
$11.9K - $15.9K
|
21.6K
$5.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
54+ 2.91% |
$11.9K - $15.9K
|
1.91K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
53+ 2.26% |
$11.7K - $15.6K
|
2.39K
$620K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
53+ 0.23% |
$11.7K - $15.6K
|
23.4K
$6.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
53+ 3.08% |
$11.7K - $15.6K
|
1.77K
$460K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
53+ 1.67% |
$11.7K - $15.6K
|
3.23K
$838K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
51+ 1.23% |
$11.3K - $15K
|
4.2K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
51+ 2.04% |
$11.3K - $15K
|
2.55K
$661K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
51+ 3.06% |
$11.3K - $15K
|
1.72K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
51+ 85.0% |
$11.3K - $15K
|
111
$28.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
51+ 1.5% |
$11.3K - $15K
|
3.45K
$895K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
51+ 2.01% |
$11.3K - $15K
|
2.59K
$671K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
51+ 0.34% |
$11.3K - $15K
|
15.1K
$3.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
51+ 0.68% |
$11.3K - $15K
|
7.56K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
51+ 5.39% |
$11.3K - $15K
|
997
$258K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
50+ 4.5% |
$11.1K - $14.7K
|
1.16K
$301K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 33.33% |
$11.1K - $14.7K
|
200
$51.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
50+ 0.27% |
$11.1K - $14.7K
|
18.2K
$4.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
49+ 2.05% |
$10.8K - $14.4K
|
2.44K
$631K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
49+ 0.43% |
$10.8K - $14.4K
|
11.5K
$2.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
49+ 57.65% |
$10.8K - $14.4K
|
134
$34.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
48+ 3.37% |
$10.6K - $14.1K
|
1.47K
$381K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
48+ 1.39% |
$10.6K - $14.1K
|
3.5K
$905K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
48+ 3.57% |
$10.6K - $14.1K
|
1.39K
$361K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
48+ 4.41% |
$10.6K - $14.1K
|
1.14K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
48+ 4.31% |
$10.6K - $14.1K
|
1.16K
$301K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
48+ 48.48% |
$10.6K - $14.1K
|
147
$38.1K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
48+ 11.37% |
$10.6K - $14.1K
|
470
$122K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
48+ 3.76% |
$10.6K - $14.1K
|
1.32K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
47+ 2.47% |
$10.4K - $13.9K
|
1.95K
$505K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46+ 21.5% |
$10.2K - $13.6K
|
260
$67.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
46+ 1.1% |
$10.2K - $13.6K
|
4.24K
$1.1M
|