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 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14+ 0.58% |
$3.09K - $4.13K
|
2.44K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
14+ 5.43% |
$3.09K - $4.13K
|
272
$70.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
13+ 0.53% |
$2.87K - $3.83K
|
2.47K
$640K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
13+ 0.78% |
$2.87K - $3.83K
|
1.68K
$436K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
13+ 0.3% |
$2.87K - $3.83K
|
4.41K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
12+ 0.11% |
$2.65K - $3.54K
|
10.7K
$2.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
12+ 0.33% |
$2.65K - $3.54K
|
3.6K
$931K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
12+ 0.73% |
$2.65K - $3.54K
|
1.66K
$430K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 0.26% |
$2.65K - $3.54K
|
4.69K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
12+ 1.17% |
$2.65K - $3.54K
|
1.04K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 2.41% |
$2.65K - $3.54K
|
509
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
12+ 0.38% |
$2.65K - $3.54K
|
3.16K
$818K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
11+ 0.49% |
$2.43K - $3.24K
|
2.27K
$587K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
11+ 2.0% |
$2.43K - $3.24K
|
562
$146K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
11+ 0.22% |
$2.43K - $3.24K
|
5.1K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
11+ 0.4% |
$2.43K - $3.24K
|
2.73K
$707K
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
11+ 0.59% |
$2.43K - $3.24K
|
1.87K
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
11New |
$2.43K - $3.24K
|
11
$2.85K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
11+ 2.19% |
$2.43K - $3.24K
|
513
$133K
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
10+ 0.41% |
$2.21K - $2.95K
|
2.46K
$638K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
10+ 0.73% |
$2.21K - $2.95K
|
1.39K
$359K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 1.11% |
$2.21K - $2.95K
|
910
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
10New |
$2.21K - $2.95K
|
10
$2.59K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10+ 0.6% |
$2.21K - $2.95K
|
1.67K
$432K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10+ 5.78% |
$2.21K - $2.95K
|
183
$47.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
10+ 0.79% |
$2.21K - $2.95K
|
1.27K
$329K
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
10+ 1.13% |
$2.21K - $2.95K
|
897
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$1.99K - $2.65K
|
5.33K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
9+ 0.56% |
$1.99K - $2.65K
|
1.61K
$417K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9+ 0.54% |
$1.99K - $2.65K
|
1.67K
$432K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9+ 0.2% |
$1.99K - $2.65K
|
4.55K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 13.43% |
$1.99K - $2.65K
|
76
$19.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
9+ 3.6% |
$1.99K - $2.65K
|
259
$67.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
9+ 0.14% |
$1.99K - $2.65K
|
6.41K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9+ 0.09% |
$1.99K - $2.65K
|
9.77K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.39% |
$1.99K - $2.65K
|
2.29K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
9+ 37.5% |
$1.99K - $2.65K
|
33
$8.55K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9+ 0.11% |
$1.99K - $2.65K
|
8.02K
$2.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8+ 0.48% |
$1.77K - $2.36K
|
1.66K
$431K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8+ 0.63% |
$1.77K - $2.36K
|
1.28K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
8+ 0.51% |
$1.77K - $2.36K
|
1.58K
$409K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
8+ 0.52% |
$1.77K - $2.36K
|
1.56K
$404K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
8+ 0.24% |
$1.77K - $2.36K
|
3.33K
$862K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8+ 0.58% |
$1.77K - $2.36K
|
1.39K
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8New |
$1.77K - $2.36K
|
8
$2.07K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.59% |
$1.55K - $2.06K
|
1.2K
$310K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.65% |
$1.55K - $2.06K
|
1.09K
$282K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.5% |
$1.55K - $2.06K
|
1.4K
$363K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
7+ 0.41% |
$1.55K - $2.06K
|
1.72K
$446K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
7+ 0.1% |
$1.55K - $2.06K
|
7.06K
$1.83M
|