CreativeOne Wealth LLC Boosts Stake in IBM

Investment firm increases holding in tech giant by 16.6% in Q3

Published on Mar. 8, 2026

CreativeOne Wealth LLC, an investment management firm, increased its stake in International Business Machines Corporation (IBM) by 16.6% during the third quarter of 2025. The firm now owns 31,763 shares of the technology company's stock, valued at $8.96 million.

Why it matters

IBM is one of the largest and most well-known technology companies in the world, and changes in institutional ownership can provide insights into how the stock is viewed by professional investors. CreativeOne Wealth's increased stake suggests they see value in IBM's business and future prospects.

The details

According to a recent 13F filing, CreativeOne Wealth LLC purchased an additional 4,532 shares of IBM during the third quarter, bringing their total holdings to 31,763 shares. This represents a 16.6% increase in their position. The investment firm cited IBM's strong performance and growth potential as reasons for the increased stake.

  • CreativeOne Wealth LLC filed its 13F report for the third quarter of 2025 on March 8, 2026.

The players

CreativeOne Wealth LLC

An investment management firm that owns a stake in International Business Machines Corporation.

International Business Machines Corporation (IBM)

A global technology and consulting company headquartered in Armonk, New York.

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The takeaway

CreativeOne Wealth's increased stake in IBM suggests the investment firm sees long-term value in the technology company's business and growth prospects. This could be a positive sign for IBM's stock performance going forward.