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 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21+ 1.99% |
$4.64K - $6.19K
|
1.08K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
21+ 0.58% |
$4.64K - $6.19K
|
3.63K
$939K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.34% |
$4.42K - $5.9K
|
5.85K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
20+ 0.47% |
$4.42K - $5.9K
|
4.26K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20+ 0.1% |
$4.42K - $5.9K
|
20.6K
$5.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20+ 100.0% |
$4.42K - $5.9K
|
40
$10.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
20+ 0.1% |
$4.42K - $5.9K
|
20.5K
$5.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
20+ 1.19% |
$4.42K - $5.9K
|
1.7K
$440K
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
20+ 1.36% |
$4.42K - $5.9K
|
1.49K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
19+ 0.91% |
$4.2K - $5.6K
|
2.11K
$547K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
19+ 0.19% |
$4.2K - $5.6K
|
9.81K
$2.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
19+ 4.4% |
$4.2K - $5.6K
|
451
$117K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
19+ 0.73% |
$4.2K - $5.6K
|
2.62K
$678K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
19+ 0.3% |
$4.2K - $5.6K
|
6.35K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
19+ 0.48% |
$4.2K - $5.6K
|
3.96K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
18+ 2.96% |
$3.98K - $5.31K
|
627
$162K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
18+ 0.37% |
$3.98K - $5.31K
|
4.85K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
17+ 0.17% |
$3.76K - $5.01K
|
9.84K
$2.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
17+ 1.09% |
$3.76K - $5.01K
|
1.58K
$409K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
17+ 2.03% |
$3.76K - $5.01K
|
856
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17+ 0.47% |
$3.76K - $5.01K
|
3.66K
$948K
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
17+ 0.64% |
$3.76K - $5.01K
|
2.69K
$696K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
16+ 1.21% |
$3.54K - $4.72K
|
1.34K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16+ 0.79% |
$3.54K - $4.72K
|
2.04K
$527K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
16+ 0.33% |
$3.54K - $4.72K
|
4.81K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
16+ 0.43% |
$3.54K - $4.72K
|
3.75K
$971K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
16+ 0.3% |
$3.54K - $4.72K
|
5.32K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
16New |
$3.54K - $4.72K
|
16
$4.15K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.88% |
$3.54K - $4.72K
|
867
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
16+ 0.93% |
$3.54K - $4.72K
|
1.74K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
16+ 1.31% |
$3.54K - $4.72K
|
1.24K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
16+ 1.98% |
$3.54K - $4.72K
|
825
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
15+ 1.83% |
$3.32K - $4.42K
|
836
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
15+ 0.18% |
$3.32K - $4.42K
|
8.57K
$2.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
15+ 1.15% |
$3.32K - $4.42K
|
1.32K
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
15+ 1.61% |
$3.32K - $4.42K
|
947
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
15+ 0.03% |
$3.32K - $4.42K
|
45.4K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
15+ 0.97% |
$3.32K - $4.42K
|
1.56K
$405K
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
15+ 0.09% |
$3.32K - $4.42K
|
16K
$4.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
15+ 0.85% |
$3.32K - $4.42K
|
1.79K
$463K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
14+ 1.25% |
$3.09K - $4.13K
|
1.14K
$295K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14+ 0.57% |
$3.09K - $4.13K
|
2.45K
$635K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14+ 0.28% |
$3.09K - $4.13K
|
5.09K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14+ 1.27% |
$3.09K - $4.13K
|
1.12K
$289K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
14+ 0.21% |
$3.09K - $4.13K
|
6.77K
$1.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
14+ 1.45% |
$3.09K - $4.13K
|
977
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
14+ 0.42% |
$3.09K - $4.13K
|
3.36K
$870K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
14+ 0.42% |
$3.09K - $4.13K
|
3.37K
$872K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
14+ 3.08% |
$3.09K - $4.13K
|
469
$122K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
14+ 0.4% |
$3.09K - $4.13K
|
3.51K
$910K
|