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 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
19+ 4.4% |
$4.2K - $5.6K
|
451
$131K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
19+ 0.19% |
$4.2K - $5.6K
|
9.81K
$2.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
16+ 1.21% |
$3.54K - $4.72K
|
1.34K
$388K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
15+ 1.83% |
$3.32K - $4.42K
|
836
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
15+ 1.15% |
$3.32K - $4.42K
|
1.32K
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
15+ 1.61% |
$3.32K - $4.42K
|
947
$275K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
15+ 0.18% |
$3.32K - $4.42K
|
8.57K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14+ 0.57% |
$3.09K - $4.13K
|
2.45K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14+ 0.28% |
$3.09K - $4.13K
|
5.09K
$1.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
14+ 1.25% |
$3.09K - $4.13K
|
1.14K
$330K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
12+ 0.11% |
$2.65K - $3.54K
|
10.7K
$3.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
11+ 0.49% |
$2.43K - $3.24K
|
2.27K
$657K
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
10+ 0.41% |
$2.21K - $2.95K
|
2.46K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$1.99K - $2.65K
|
5.33K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8+ 0.48% |
$1.77K - $2.36K
|
1.66K
$483K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.65% |
$1.55K - $2.06K
|
1.09K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.5% |
$1.55K - $2.06K
|
1.4K
$407K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 0.87% |
$1.33K - $1.77K
|
694
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
5+ 0.58% |
$1.11K - $1.47K
|
870
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$1.11K - $1.47K
|
3.06K
$886K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.5% |
$1.11K - $1.47K
|
1.01K
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5+ 0.43% |
$1.11K - $1.47K
|
1.18K
$343K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.11% |
$884 - $1.18K
|
3.59K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
4New |
$884 - $1.18K
|
4
$1.16K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
4+ 0.45% |
$884 - $1.18K
|
901
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 0.11% |
$663 - $884
|
2.76K
$800K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3+ 0.15% |
$663 - $884
|
2.06K
$596K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.69% |
$663 - $884
|
439
$127K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2+ 0.15% |
$442 - $590
|
1.38K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$442 - $590
|
4.07K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2+ 0.16% |
$442 - $590
|
1.23K
$356K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.03% |
$221 - $295
|
3.31K
$959K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.2% |
$221 - $295
|
493
$143K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$221 - $295
|
3.22K
$935K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.01% |
$221 - $295
|
7.01K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-5- 0.09% |
$1.11K - $1.47K
|
5.75K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-7- 0.24% |
$1.55K - $2.06K
|
2.93K
$850K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-7- 0.22% |
$1.55K - $2.06K
|
3.14K
$911K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-8- 0.12% |
$1.77K - $2.36K
|
6.45K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-8- 0.45% |
$1.77K - $2.36K
|
1.78K
$516K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-9- 0.41% |
$1.99K - $2.65K
|
2.2K
$637K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-10- 0.8% |
$2.21K - $2.95K
|
1.25K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-12- 0.82% |
$2.65K - $3.54K
|
1.44K
$419K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-14- 0.39% |
$3.09K - $4.13K
|
3.57K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.61% |
$3.09K - $4.13K
|
2.28K
$662K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.33% |
$3.32K - $4.42K
|
4.58K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-15- 1.49% |
$3.32K - $4.42K
|
993
$288K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-16- 0.16% |
$3.54K - $4.72K
|
9.89K
$2.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-18- 0.8% |
$3.98K - $5.31K
|
2.23K
$647K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-20- 0.72% |
$4.42K - $5.9K
|
2.77K
$804K
|