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 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.01% |
$221 - $295
|
7.01K
$1.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.2% |
$221 - $295
|
493
$128K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.03% |
$221 - $295
|
3.31K
$856K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$221 - $295
|
3.22K
$835K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
1+ 0.14% |
$221 - $295
|
703
$182K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1+ 0.1% |
$221 - $295
|
1.05K
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.46% |
$221 - $295
|
220
$57K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.98% |
$221 - $295
|
103
$26.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1+ 0.04% |
$221 - $295
|
2.7K
$700K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.04% |
$221 - $295
|
2.51K
$650K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.12% |
$221 - $295
|
848
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1+ 0.02% |
$221 - $295
|
6.54K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.05% |
$221 - $295
|
2.14K
$554K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.55% |
$221 - $295
|
183
$47.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$221 - $295
|
3.49K
$905K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1+ 0.08% |
$221 - $295
|
1.31K
$339K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.18% |
$221 - $295
|
86
$22.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
1+ 0.01% |
$221 - $295
|
13.6K
$3.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.07% |
$221 - $295
|
1.51K
$392K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$221 - $295
|
2.7K
$700K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.08% |
$221 - $295
|
1.19K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$221 - $295
|
1.42K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1+ 0.12% |
$221 - $295
|
811
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.05% |
$221 - $295
|
1.88K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$221 - $295
|
3.73K
$965K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$221 - $295
|
2.88K
$746K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.02% |
$221 - $295
|
4.67K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1+ 0.01% |
$221 - $295
|
12.7K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1+ 0.04% |
$221 - $295
|
2.38K
$616K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1+ 0.07% |
$221 - $295
|
1.46K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 0.09% |
$221 - $295
|
1.1K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.1% |
$221 - $295
|
974
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.09% |
$221 - $295
|
1.16K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1Closed |
$221 - $295
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1- 0.08% |
$221 - $295
|
1.19K
$307K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1- 0.09% |
$221 - $295
|
1.16K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1- 50.0% |
$221 - $295
|
1
$259
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 0.13% |
$221 - $295
|
742
$192K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1- 0.04% |
$221 - $295
|
2.48K
$643K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1- 0.05% |
$221 - $295
|
2.18K
$564K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.08% |
$221 - $295
|
1.3K
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1- 0.05% |
$221 - $295
|
2.09K
$540K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1- 0.01% |
$221 - $295
|
17.6K
$4.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1- 0.18% |
$221 - $295
|
556
$144K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-1- 1.43% |
$221 - $295
|
69
$17.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1- 0.03% |
$221 - $295
|
3.04K
$786K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-2- 0.23% |
$442 - $590
|
885
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 13.33% |
$442 - $590
|
13
$3.37K
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-2- 0.24% |
$442 - $590
|
817
$212K
|