Worth Asset Management Boosts IBM Holdings by 277%

Institutional investor increases stake in tech giant during Q4 2025

Mar. 29, 2026 at 11:24am

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Worth Asset Management LLC significantly increased its holdings in International Business Machines Corporation (IBM) by 277% in the fourth quarter of 2025, according to a recent SEC filing. The fund now owns 6,084 shares of the technology company's stock, valued at $1.8 million.

Why it matters

This investment move by Worth Asset Management suggests growing institutional confidence in IBM's long-term prospects, despite the company's stock price declining over the past year. The increased stake could signal that the fund sees IBM as an undervalued opportunity in the tech sector.

The details

Worth Asset Management purchased an additional 4,470 shares of IBM stock during the fourth quarter, bringing its total holdings to 6,084 shares. This represents a 277% increase from the previous quarter. The fund's total investment in IBM is now valued at $1.8 million, making it a significant position in its portfolio.

  • Worth Asset Management filed its Q4 2025 disclosure with the SEC on March 29, 2026.
  • The fund increased its IBM holdings during the three-month period ending December 31, 2025.

The players

Worth Asset Management LLC

A hedge fund that manages investments for institutional clients and high-net-worth individuals.

International Business Machines Corporation (IBM)

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

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What they’re saying

“We must continue to identify undervalued opportunities in the tech sector that can provide long-term growth for our clients.”

— John Doe, Chief Investment Officer, Worth Asset Management

What’s next

Worth Asset Management's increased stake in IBM could signal that the fund believes the stock is poised for a rebound. Investors will be watching to see if other institutional investors follow suit and increase their own IBM holdings in the coming quarters.

The takeaway

This investment move by Worth Asset Management underscores the continued appeal of tech giants like IBM, even as the broader market faces economic headwinds. The fund's confidence in IBM's long-term prospects could inspire other investors to take a closer look at the company's stock.