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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
193+ 1.66% |
$42.7K - $56.9K
|
11.8K
$3.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
186+ 10.62% |
$41.1K - $54.8K
|
1.94K
$562K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
181+ 3.11% |
$40K - $53.4K
|
6.01K
$1.74M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
172+ 4.3% |
$38K - $50.7K
|
4.17K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
149+ 1.67% |
$32.9K - $43.9K
|
9.06K
$2.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
131+ 12.69% |
$29K - $38.6K
|
1.16K
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
127+ 6.87% |
$28.1K - $37.4K
|
1.98K
$573K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
122+ 2.76% |
$27K - $36K
|
4.54K
$1.32M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
117+ 5.92% |
$25.9K - $34.5K
|
2.09K
$607K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
110+ 3.67% |
$24.3K - $32.4K
|
3.11K
$901K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
109+ 2.18% |
$24.1K - $32.1K
|
5.12K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
104+ 3.45% |
$23K - $30.7K
|
3.12K
$905K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
100+ 6.94% |
$22.1K - $29.5K
|
1.54K
$447K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
99+ 1.1% |
$21.9K - $29.2K
|
9.07K
$2.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
95+ 2.79% |
$21K - $28K
|
3.51K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
95+ 5.09% |
$21K - $28K
|
1.96K
$569K
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
94+ 11.1% |
$20.8K - $27.7K
|
941
$273K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
85+ 10.3% |
$18.8K - $25.1K
|
910
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
78+ 5.36% |
$17.2K - $23K
|
1.53K
$445K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
72+ 8.78% |
$15.9K - $21.2K
|
892
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
72+ 0.86% |
$15.9K - $21.2K
|
8.43K
$2.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
72+ 0.19% |
$15.9K - $21.2K
|
37.7K
$10.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
68+ 0.36% |
$15K - $20K
|
19.2K
$5.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
64+ 3.25% |
$14.1K - $18.9K
|
2.03K
$590K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
59+ 1.45% |
$13K - $17.4K
|
4.14K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
56+ 0.19% |
$12.4K - $16.5K
|
29.3K
$8.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
55New |
$12.2K - $16.2K
|
55
$16K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
55+ 4.21% |
$12.2K - $16.2K
|
1.36K
$395K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
55+ 1.17% |
$12.2K - $16.2K
|
4.76K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
51+ 2.04% |
$11.3K - $15K
|
2.55K
$740K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
51+ 1.23% |
$11.3K - $15K
|
4.2K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
49+ 2.05% |
$10.8K - $14.4K
|
2.44K
$707K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
49+ 0.43% |
$10.8K - $14.4K
|
11.5K
$3.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
45+ 0.5% |
$9.95K - $13.3K
|
9.12K
$2.65M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
45+ 1.04% |
$9.95K - $13.3K
|
4.36K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
42+ 0.5% |
$9.28K - $12.4K
|
8.52K
$2.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
42+ 1.76% |
$9.28K - $12.4K
|
2.43K
$705K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
41+ 0.39% |
$9.06K - $12.1K
|
10.5K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
36+ 1.71% |
$7.96K - $10.6K
|
2.14K
$622K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
31New |
$6.85K - $9.14K
|
31
$8.99K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.66% |
$6.85K - $9.14K
|
4.69K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
31+ 0.39% |
$6.85K - $9.14K
|
8.04K
$2.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
30+ 1.75% |
$6.63K - $8.84K
|
1.75K
$507K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
29+ 1.58% |
$6.41K - $8.55K
|
1.86K
$540K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
29+ 0.74% |
$6.41K - $8.55K
|
3.97K
$1.15M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
27+ 0.51% |
$5.97K - $7.96K
|
5.27K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
26+ 1.55% |
$5.75K - $7.66K
|
1.71K
$495K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
23+ 0.26% |
$5.08K - $6.78K
|
9K
$2.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
21+ 0.96% |
$4.64K - $6.19K
|
2.22K
$644K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.34% |
$4.42K - $5.9K
|
5.85K
$1.7M
|