IBM Shares Purchased by TruWealth Advisors LLC

Investment firm increases stake in tech giant IBM by 2% in Q4 2025

Mar. 21, 2026 at 11:55am

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TruWealth Advisors LLC raised its holdings in International Business Machines Corporation (NYSE:IBM) by 2.0% in the fourth quarter, according to the company's recent SEC filing. The investment firm now owns 110,872 shares of the technology company's stock, valued at $32,841,000.

Why it matters

This transaction highlights the continued institutional investor interest in IBM stock, despite the company's recent stock price volatility. As a major tech player, IBM's performance is closely watched by the investment community.

The details

TruWealth Advisors LLC acquired an additional 2,121 shares of IBM stock during the fourth quarter, increasing its total position to 110,872 shares. This represents approximately 1.6% of the firm's total investment portfolio. The purchase was made as part of TruWealth's broader strategy of maintaining exposure to large-cap tech companies.

  • TruWealth Advisors LLC filed its Q4 2025 13F report with the SEC on March 21, 2026.

The players

TruWealth Advisors LLC

An investment management firm that oversees over $2 billion in client assets, with a focus on large-cap equities.

International Business Machines Corporation (IBM)

A multinational technology and consulting company headquartered in Armonk, New York. IBM provides infrastructure, cloud computing, and cognitive computing products and services.

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The takeaway

The increased stake in IBM by TruWealth Advisors reflects the continued institutional investor confidence in the tech giant's long-term prospects, despite near-term stock price fluctuations. As a bellwether in the industry, IBM's performance remains closely watched by the broader investment community.