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 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.84K+ 1.31% |
$407K - $542K
|
142K
$36.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.83KNew |
$404K - $539K
|
1.83K
$474K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.83KNew |
$403K - $538K
|
1.83K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.82K+ 8.07% |
$402K - $536K
|
24.4K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.81K+ 1.75% |
$400K - $533K
|
105K
$27.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.81K+ 395.83% |
$399K - $532K
|
2.26K
$586K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.79K+ 50.65% |
$395K - $526K
|
5.31K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
1.76K+ 0.24% |
$389K - $519K
|
743K
$192M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.75K+ 4.16% |
$386K - $515K
|
43.8K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.75K+ 70.3% |
$386K - $515K
|
4.23K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.74K+ 6.84% |
$384K - $512K
|
27.1K
$7.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.71K+ 67.74% |
$378K - $504K
|
4.24K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.71KNew |
$378K - $504K
|
1.71K
$443K
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.71KNew |
$377K - $503K
|
1.71K
$442K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.7K+ 4.02% |
$376K - $501K
|
44K
$11.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.69K+ 20.28% |
$374K - $499K
|
10K
$2.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.69K+ 1.2% |
$374K - $499K
|
143K
$37.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.69K+ 17.06% |
$373K - $497K
|
11.6K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.68K+ 9.55% |
$371K - $495K
|
19.3K
$4.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.66KNew |
$368K - $491K
|
1.66K
$431K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.66KNew |
$367K - $490K
|
1.66K
$430K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.66K+ 76.83% |
$367K - $490K
|
3.82K
$990K
|
|
|
Aug 14, 2025
Q2 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$365K - $487K
|
1.65K
$428K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.64K+ 83.63% |
$362K - $483K
|
3.6K
$933K
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
1.6KNew |
$354K - $472K
|
1.6K
$415K
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.58K+ 94.91% |
$350K - $467K
|
3.25K
$843K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.58K+ 19.18% |
$349K - $465K
|
9.81K
$2.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.58K+ 4.84% |
$348K - $465K
|
34.1K
$8.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
1.57K+ 65.69% |
$347K - $463K
|
3.96K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.56K+ 0.28% |
$345K - $460K
|
555K
$144M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.56K+ 34.27% |
$344K - $459K
|
6.1K
$1.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.54K+ 42.64% |
$341K - $455K
|
5.17K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.54KNew |
$341K - $455K
|
1.54K
$400K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.54K+ 68.61% |
$341K - $455K
|
3.79K
$982K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.54K+ 1.97% |
$341K - $455K
|
80K
$20.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.53K+ 8.6% |
$338K - $451K
|
19.3K
$5M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.5K+ 150.55% |
$332K - $443K
|
2.5K
$648K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 146.41% |
$329K - $439K
|
2.51K
$649K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.48K+ 9.61% |
$328K - $437K
|
16.9K
$4.38M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.48K+ 3.39% |
$326K - $435K
|
45K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.47K+ 42.86% |
$326K - $435K
|
4.91K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.47K+ 8.83% |
$324K - $432K
|
18K
$4.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
1.46K+ 51.69% |
$322K - $429K
|
4.27K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.46K+ 39.03% |
$322K - $429K
|
5.18K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.45K+ 7.21% |
$320K - $427K
|
21.5K
$5.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.45KNew |
$320K - $427K
|
1.45K
$375K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
1.45KNew |
$320K - $426K
|
1.45K
$375K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.44K+ 58.46% |
$319K - $425K
|
3.91K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.43K+ 14.51% |
$316K - $422K
|
11.3K
$2.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
1.42KNew |
$314K - $419K
|
1.42K
$368K
|