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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-58- 1.64% |
$12.8K - $17.1K
|
3.47K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.03K- 60.69% |
$449K - $599K
|
1.32K
$391K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
314+ 29.4% |
$69.4K - $92.6K
|
1.38K
$411K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
100+ 6.94% |
$22.1K - $29.5K
|
1.54K
$458K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-25- 2.78% |
$5.53K - $7.37K
|
874
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
59+ 1.45% |
$13K - $17.4K
|
4.14K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
861+ 1.74% |
$190K - $254K
|
50.4K
$15M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
94+ 11.1% |
$20.8K - $27.7K
|
941
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
896New |
$198K - $264K
|
896
$266K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-1K- 28.07% |
$221K - $295K
|
2.56K
$762K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
15+ 1.15% |
$3.32K - $4.42K
|
1.32K
$392K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
51+ 2.04% |
$11.3K - $15K
|
2.55K
$758K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-538- 7.74% |
$119K - $159K
|
6.41K
$1.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
743New |
$164K - $219K
|
743
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-72- 1.59% |
$15.9K - $21.2K
|
4.46K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
889New |
$196K - $262K
|
889
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
4New |
$884 - $1.18K
|
4
$1.19K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
55New |
$12.2K - $16.2K
|
55
$16.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-466- 13.71% |
$103K - $137K
|
2.93K
$871K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
13.7KNew |
$3.03M - $4.04M
|
13.7K
$4.07M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-241- 21.77% |
$53.3K - $71K
|
866
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
11.2KNew |
$2.47M - $3.29M
|
11.2K
$3.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-20- 0.72% |
$4.42K - $5.9K
|
2.77K
$824K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-50- 5.71% |
$11.1K - $14.7K
|
825
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
72+ 8.78% |
$15.9K - $21.2K
|
892
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-150- 3.66% |
$33.2K - $44.2K
|
3.95K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
85+ 10.3% |
$18.8K - $25.1K
|
910
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
749New |
$166K - $221K
|
749
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.78KNew |
$615K - $820K
|
2.78K
$827K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
693New |
$153K - $204K
|
693
$206K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-273- 9.2% |
$60.3K - $80.5K
|
2.7K
$801K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
730New |
$161K - $215K
|
730
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
861New |
$190K - $254K
|
861
$256K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
51+ 1.23% |
$11.3K - $15K
|
4.2K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-100- 8.7% |
$22.1K - $29.5K
|
1.05K
$312K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
21+ 0.96% |
$4.64K - $6.19K
|
2.22K
$659K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.65% |
$1.55K - $2.06K
|
1.09K
$324K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
31New |
$6.85K - $9.14K
|
31
$9.21K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-3.2K- 40.0% |
$707K - $943K
|
4.8K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.56K+ 34.27% |
$344K - $459K
|
6.1K
$1.81M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-20- 1.22% |
$4.42K - $5.9K
|
1.62K
$482K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-1.01K- 41.0% |
$218K - $266K
|
1.45K
$430K
|
|
|
Oct 27, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-18- 0.94% |
$3.91K - $4.77K
|
1.91K
$567K
|
|
|
Sep 25, 2025
Q1 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
92+ 5.17% |
$20K - $24.4K
|
1.87K
$556K
|
|
|
Sep 19, 2025
Q1 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
811New |
$176K - $215K
|
811
$241K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.44KNew |
$314K - $382K
|
1.44K
$429K
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-950Closed |
$207K - $252K
|
0
$0
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
907New |
$197K - $240K
|
907
$270K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
157New |
$34.1K - $41.6K
|
157
$46.7K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-2.8K- 20.0% |
$609K - $741K
|
11.2K
$3.33M
|
|