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Armonk Today
By the People, for the People
MFG Wealth Management Inc. Boosts IBM Holdings
Investment firm adds over $2.9 million in IBM shares during Q4 2025
Mar. 21, 2026 at 10:22am
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MFG Wealth Management Inc. disclosed in a regulatory filing that it bought a new stake of 9,836 shares in International Business Machines Corporation (NYSE:IBM) during the fourth quarter of 2025. The new position is valued at approximately $2.91 million, making IBM the 14th largest holding in MFG Wealth Management's investment portfolio.
Why it matters
This filing provides insight into the investment activity of MFG Wealth Management, a prominent wealth management firm. The addition of a multi-million dollar IBM stake suggests the firm sees value in the technology company's stock, which could signal broader institutional confidence in IBM's outlook.
The details
According to the filing, MFG Wealth Management purchased 9,836 shares of IBM stock in Q4 2025, valued at around $2.914 million. This new position makes up approximately 2.3% of the firm's total investment portfolio. The purchase comes as IBM stock has seen volatility in recent quarters, with shares trading between $214.50 and $324.90 over the past 12 months.
- MFG Wealth Management disclosed the IBM stake purchase in a regulatory filing on March 21, 2026.
- The shares were purchased during the fourth quarter of 2025.
The players
MFG Wealth Management Inc.
A wealth management firm that oversees over $2.9 billion in client assets, with a focus on diversified investment strategies.
International Business Machines Corporation (IBM)
A multinational technology and consulting company headquartered in Armonk, New York, providing a wide range of hardware, software, and services to enterprise customers globally.
The takeaway
The addition of a multi-million dollar IBM stake by MFG Wealth Management suggests the firm sees long-term value in the tech company's stock, even as it has faced recent volatility. This could signal broader institutional confidence in IBM's ability to navigate industry changes and deliver returns for investors.
