AEPWM
SWMR

Atlantic Edge Private Wealth Management’s Swarmer Inc SWMR Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio SWMR Stock Details SWMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$444 Hold
10
– – ﹤0.01% 607
2026
Q1 		$472 Buy
+10
New +$392 ﹤0.01% 588

Other funds holding SWMR

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SWMR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Swarmer Inc (SWMR) position steady in Q2 2026 at 10 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Atlantic Edge Private Wealth Management first reported a position in SWMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $472 in Q1 2026. 9 funds tracked by Wall St. Rank hold SWMR as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 10 shares of Swarmer Inc worth $444 as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Swarmer Inc share count unchanged in Q2 2026.
  • Swarmer Inc made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Swarmer Inc in Q1 2026 and has held it in 2 quarters since.
  • Atlantic Edge Private Wealth Management's Swarmer Inc position peaked at $472 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Swarmer Inc as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.