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 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
46+ 3.75% |
$10.2K - $13.6K
|
1.27K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
46New |
$10.2K - $13.6K
|
46
$11.9K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
45+ 1.04% |
$9.95K - $13.3K
|
4.36K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
45+ 0.5% |
$9.95K - $13.3K
|
9.12K
$2.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
45+ 5.07% |
$9.95K - $13.3K
|
933
$242K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
45+ 0.31% |
$9.95K - $13.3K
|
14.4K
$3.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
45+ 0.85% |
$9.95K - $13.3K
|
5.32K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
45+ 54.88% |
$9.95K - $13.3K
|
127
$32.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
44+ 0.52% |
$9.73K - $13K
|
8.5K
$2.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
44+ 2.8% |
$9.73K - $13K
|
1.62K
$419K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
44+ 0.93% |
$9.73K - $13K
|
4.8K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
44+ 14.06% |
$9.73K - $13K
|
357
$92.5K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
43+ 0.44% |
$9.5K - $12.7K
|
9.8K
$2.54M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
43+ 1.47% |
$9.5K - $12.7K
|
2.98K
$771K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
43+ 3.94% |
$9.5K - $12.7K
|
1.14K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
43New |
$9.5K - $12.7K
|
43
$11.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
43+ 10.12% |
$9.5K - $12.7K
|
468
$121K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
42+ 0.5% |
$9.28K - $12.4K
|
8.52K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
42+ 1.76% |
$9.28K - $12.4K
|
2.43K
$630K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
42+ 1.03% |
$9.28K - $12.4K
|
4.14K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
42+ 0.17% |
$9.28K - $12.4K
|
24.5K
$6.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
42+ 4.94% |
$9.28K - $12.4K
|
892
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
42+ 0.57% |
$9.28K - $12.4K
|
7.38K
$1.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
41+ 0.39% |
$9.06K - $12.1K
|
10.5K
$2.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
41+ 0.45% |
$9.06K - $12.1K
|
9.15K
$2.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
40+ 3.07% |
$8.84K - $11.8K
|
1.35K
$348K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
40+ 1.42% |
$8.84K - $11.8K
|
2.86K
$740K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
40+ 3.02% |
$8.84K - $11.8K
|
1.37K
$354K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
39+ 3.34% |
$8.62K - $11.5K
|
1.21K
$313K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
39+ 1.13% |
$8.62K - $11.5K
|
3.5K
$907K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
36+ 1.71% |
$7.96K - $10.6K
|
2.14K
$555K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
36+ 2.42% |
$7.96K - $10.6K
|
1.53K
$395K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
36+ 0.92% |
$7.96K - $10.6K
|
3.96K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
36New |
$7.96K - $10.6K
|
36
$9.33K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
36+ 0.31% |
$7.96K - $10.6K
|
11.6K
$3.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
35+ 2.36% |
$7.74K - $10.3K
|
1.52K
$394K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
35+ 0.61% |
$7.74K - $10.3K
|
5.73K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.35% |
$7.74K - $10.3K
|
2.63K
$681K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
34+ 1.26% |
$7.52K - $10K
|
2.74K
$710K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
34+ 0.05% |
$7.52K - $10K
|
71.8K
$18.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
33+ 2.17% |
$7.29K - $9.73K
|
1.55K
$402K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
33New |
$7.29K - $9.73K
|
33
$8.55K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
33+ 3.46% |
$7.29K - $9.73K
|
988
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
33+ 2.13% |
$7.29K - $9.73K
|
1.58K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
32+ 0.78% |
$7.07K - $9.43K
|
4.13K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
31New |
$6.85K - $9.14K
|
31
$8.03K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
31+ 0.39% |
$6.85K - $9.14K
|
8.04K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.66% |
$6.85K - $9.14K
|
4.69K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
31+ 1.26% |
$6.85K - $9.14K
|
2.5K
$647K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
31+ 1.83% |
$6.85K - $9.14K
|
1.73K
$448K
|