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 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.4KNew |
$531K - $708K
|
2.4K
$623K
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.4K+ 173.68% |
$529K - $706K
|
3.77K
$978K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.39K+ 100.46% |
$529K - $705K
|
4.78K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.39K+ 3.34% |
$528K - $704K
|
74K
$19.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.35K+ 9.31% |
$520K - $693K
|
27.6K
$7.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.35K+ 15.84% |
$519K - $693K
|
17.2K
$4.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.35K+ 60.77% |
$518K - $691K
|
6.2K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.34KNew |
$517K - $689K
|
2.34K
$606K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.34K+ 11.24% |
$517K - $689K
|
23.1K
$5.99M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.33K+ 0.6% |
$515K - $686K
|
390K
$101M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.32K+ 5.41% |
$513K - $684K
|
45.2K
$11.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.32K+ 23.78% |
$513K - $684K
|
12.1K
$3.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.32K+ 9.29% |
$512K - $683K
|
27.3K
$7.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.3K+ 10.04% |
$508K - $677K
|
25.2K
$6.53M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.27K+ 34.27% |
$502K - $670K
|
8.9K
$2.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$500K - $667K
|
2.26K
$587K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.25K+ 14.36% |
$497K - $662K
|
17.9K
$4.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.25K+ 4.55% |
$496K - $662K
|
51.6K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.25K+ 5.35% |
$496K - $662K
|
44.2K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
2.22K+ 0.63% |
$490K - $653K
|
355K
$92M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.2K+ 0.49% |
$486K - $649K
|
454K
$118M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.2K+ 1.49% |
$486K - $648K
|
150K
$38.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.19K+ 5.49% |
$484K - $645K
|
42.1K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.19K+ 97.85% |
$483K - $645K
|
4.42K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
2.19K+ 227.34% |
$483K - $645K
|
3.15K
$816K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.17K+ 5.21% |
$479K - $638K
|
43.7K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.16K+ 55.59% |
$478K - $637K
|
6.05K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.13K+ 0.96% |
$472K - $629K
|
224K
$58M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.11K+ 122.32% |
$466K - $622K
|
3.84K
$994K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.1K+ 51.13% |
$464K - $619K
|
6.2K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.1K+ 113.34% |
$464K - $619K
|
3.95K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.09K+ 150.69% |
$461K - $615K
|
3.47K
$900K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.06KNew |
$455K - $607K
|
2.06K
$533K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.05K+ 1.41% |
$454K - $605K
|
147K
$38.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.05K+ 41.3% |
$452K - $603K
|
7K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.04K+ 10.73% |
$451K - $602K
|
21.1K
$5.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.02K+ 198.14% |
$447K - $596K
|
3.04K
$788K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2KNew |
$442K - $590K
|
2K
$518K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.99KNew |
$439K - $585K
|
1.99K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.97K+ 11.13% |
$435K - $581K
|
19.7K
$5.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.95K+ 24.32% |
$432K - $576K
|
9.99K
$2.59M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.95K+ 7.28% |
$431K - $575K
|
28.8K
$7.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.92K+ 20.34% |
$425K - $566K
|
11.4K
$2.94M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
1.89KNew |
$418K - $557K
|
1.89K
$490K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.88K+ 6.66% |
$416K - $554K
|
30.1K
$7.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
1.88K+ 28.44% |
$414K - $553K
|
8.47K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.87K+ 12.52% |
$414K - $552K
|
16.8K
$4.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.87K+ 40.62% |
$413K - $550K
|
6.46K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.87K+ 85.79% |
$412K - $550K
|
4.04K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.85K+ 8.63% |
$410K - $546K
|
23.3K
$6.04M
|