Latest Institutional Transactions on International Business Machines Corp (IBM)
This table provides information on the latest institutional transactions involving International Business Machines Corp (IBM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
860New |
$237K - $271K
|
860
$256K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
692+ 9.63% |
$191K - $218K
|
7.88K
$2.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.12K+ 1.95% |
$585K - $668K
|
111K
$32.9M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-136- 3.04% |
$37.5K - $42.8K
|
4.33K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-118- 12.03% |
$32.6K - $37.2K
|
863
$256K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-7- 0.69% |
$1.93K - $2.2K
|
1.01K
$300K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
9.84KNew |
$2.71M - $3.1M
|
9.84K
$2.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.28KNew |
$352K - $402K
|
1.28K
$379K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
13+ 0.84% |
$3.59K - $4.09K
|
1.56K
$463K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
790New |
$218K - $249K
|
790
$235K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
44+ 2.18% |
$12.1K - $13.9K
|
2.06K
$612K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
32+ 0.86% |
$8.83K - $10.1K
|
3.77K
$1.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.01K+ 12.91% |
$279K - $318K
|
8.83K
$2.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-14- 1.85% |
$3.86K - $4.41K
|
742
$221K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.22K+ 7.95% |
$612K - $698K
|
30.1K
$8.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
SELL
|
- |
-26- 1.62% |
$7.18K - $8.19K
|
1.58K
$469K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3+ 0.09% |
$828 - $945
|
3.45K
$1.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-7- 0.74% |
$1.93K - $2.2K
|
944
$281K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-125- 0.79% |
$34.5K - $39.4K
|
15.7K
$4.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-311- 1.41% |
$85.8K - $98K
|
21.7K
$6.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
52+ 0.38% |
$14.4K - $16.4K
|
13.9K
$4.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
327+ 3.82% |
$90.2K - $103K
|
8.88K
$2.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
52+ 1.54% |
$14.4K - $16.4K
|
3.42K
$1.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
239+ 11.12% |
$66K - $75.3K
|
2.39K
$710K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-280- 0.33% |
$77.3K - $88.2K
|
83.9K
$24.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
121+ 6.11% |
$33.4K - $38.1K
|
2.1K
$624K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.02K- 6.06% |
$281K - $321K
|
15.8K
$4.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-174- 0.37% |
$48K - $54.8K
|
46.8K
$13.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
797+ 8.88% |
$220K - $251K
|
9.77K
$2.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
17+ 0.2% |
$4.69K - $5.35K
|
8.52K
$2.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.25K+ 11.32% |
$620K - $708K
|
22.1K
$6.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
91+ 0.46% |
$25.1K - $28.7K
|
19.8K
$5.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.36K+ 11.51% |
$374K - $427K
|
13.1K
$3.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-30- 0.44% |
$8.28K - $9.45K
|
6.82K
$2.03M
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.4K- 13.09% |
$385K - $439K
|
9.27K
$2.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.02% |
$552 - $630
|
8.59K
$2.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
731+ 102.67% |
$202K - $230K
|
1.44K
$429K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
21+ 0.6% |
$5.8K - $6.61K
|
3.53K
$1.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.06K- 7.74% |
$293K - $334K
|
12.6K
$3.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
276+ 14.03% |
$76.2K - $86.9K
|
2.24K
$667K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
16+ 1.28% |
$4.42K - $5.04K
|
1.27K
$376K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-150- 4.23% |
$41.4K - $47.2K
|
3.4K
$1.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
34+ 0.38% |
$9.38K - $10.7K
|
8.97K
$2.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
254+ 5.35% |
$70.1K - $80K
|
5K
$1.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-146- 6.76% |
$40.3K - $46K
|
2.02K
$599K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
25+ 0.4% |
$6.9K - $7.87K
|
6.24K
$1.86M
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.22K+ 2.12% |
$338K - $385K
|
58.8K
$17.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-174- 40.56% |
$48K - $54.8K
|
255
$75.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1+ 0.04% |
$276 - $315
|
2.66K
$790K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
59+ 5.09% |
$16.3K - $18.6K
|
1.22K
$362K
|
|