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 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
31+ 0.29% |
$6.85K - $9.14K
|
10.7K
$2.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
31+ 1.15% |
$6.85K - $9.14K
|
2.73K
$707K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
30+ 1.75% |
$6.63K - $8.84K
|
1.75K
$452K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
30+ 1.71% |
$6.63K - $8.84K
|
1.78K
$462K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
30+ 3.69% |
$6.63K - $8.84K
|
842
$218K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
30+ 1.84% |
$6.63K - $8.84K
|
1.66K
$430K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
30+ 2.68% |
$6.63K - $8.84K
|
1.15K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
30+ 200.0% |
$6.63K - $8.84K
|
45
$11.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
30+ 1.3% |
$6.63K - $8.84K
|
2.34K
$605K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
30+ 2.86% |
$6.63K - $8.84K
|
1.08K
$280K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
29+ 1.58% |
$6.41K - $8.55K
|
1.86K
$482K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
29+ 0.74% |
$6.41K - $8.55K
|
3.97K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29+ 24.17% |
$6.41K - $8.55K
|
149
$38.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
29+ 0.61% |
$6.41K - $8.55K
|
4.76K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
29+ 2.33% |
$6.41K - $8.55K
|
1.28K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
28+ 0.08% |
$6.19K - $8.25K
|
35.6K
$9.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
28+ 2.83% |
$6.19K - $8.25K
|
1.02K
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
28+ 23.53% |
$6.19K - $8.25K
|
147
$38.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
28+ 0.83% |
$6.19K - $8.25K
|
3.41K
$884K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
28+ 1.34% |
$6.19K - $8.25K
|
2.12K
$550K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
28+ 0.45% |
$6.19K - $8.25K
|
6.26K
$1.62M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
27+ 0.51% |
$5.97K - $7.96K
|
5.27K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.21% |
$5.97K - $7.96K
|
12.9K
$3.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
26+ 1.55% |
$5.75K - $7.66K
|
1.71K
$442K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
26+ 0.43% |
$5.75K - $7.66K
|
6.14K
$1.59M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
26+ 2.64% |
$5.75K - $7.66K
|
1.01K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
25+ 1.63% |
$5.53K - $7.37K
|
1.56K
$404K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
25+ 1.33% |
$5.53K - $7.37K
|
1.9K
$492K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
25+ 0.34% |
$5.53K - $7.37K
|
7.47K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
25New |
$5.53K - $7.37K
|
25
$6.48K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
25+ 0.39% |
$5.53K - $7.37K
|
6.51K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
25+ 1.64% |
$5.53K - $7.37K
|
1.55K
$401K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 0.53% |
$5.3K - $7.07K
|
4.51K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
24+ 1.85% |
$5.3K - $7.07K
|
1.32K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
24+ 1.48% |
$5.3K - $7.07K
|
1.64K
$425K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
24+ 0.46% |
$5.3K - $7.07K
|
5.23K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
24+ 0.3% |
$5.3K - $7.07K
|
7.91K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
24+ 5.38% |
$5.3K - $7.07K
|
470
$122K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
23+ 1.52% |
$5.08K - $6.78K
|
1.54K
$398K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
23+ 0.26% |
$5.08K - $6.78K
|
9K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
23+ 2.75% |
$5.08K - $6.78K
|
858
$222K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23+ 58.97% |
$5.08K - $6.78K
|
62
$16.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
23+ 0.78% |
$5.08K - $6.78K
|
2.99K
$773K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
23New |
$5.08K - $6.78K
|
23
$5.96K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
22+ 2.7% |
$4.86K - $6.49K
|
838
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
22+ 0.37% |
$4.86K - $6.49K
|
5.92K
$1.53M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22+ 0.05% |
$4.86K - $6.49K
|
41.2K
$10.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
21+ 0.96% |
$4.64K - $6.19K
|
2.22K
$575K
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
21+ 2.37% |
$4.64K - $6.19K
|
906
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
21+ 2.34% |
$4.64K - $6.19K
|
920
$238K
|