IMG Wealth Management
SWMR icon

IMG Wealth Management’s Swarmer Inc SWMR Stock Holding History

IMG 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
Q3 		$678 Sell
38
-12
-24% -$427 ﹤0.01% 543
2026
Q2 		$2.22K Hold
50
– – ﹤0.01% 465
2026
Q1 		$2.36K Buy
+50
New +$1.96K ﹤0.01% 431

Other funds holding SWMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
T3 Companies
T3 Companies New York $103M AUM 54.73% 1-Year Est. Return
Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

IMG Wealth Management's SWMR Position: Q3 2026 in Review

IMG Wealth Management reduced its Swarmer Inc (SWMR) stake by 24% in Q3 2026, selling an estimated $427 and leaving 38 shares worth $678. The position accounts for ﹤0.01% of the portfolio, ranked #543.

IMG Wealth Management first reported a position in SWMR in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.36K in Q1 2026. 36 funds tracked by Wall St. Rank hold SWMR as of Q3 2026.

  • IMG Wealth Management held 38 shares of Swarmer Inc worth $678 as of Q3 2026.
  • IMG Wealth Management sold 12 Swarmer Inc shares in Q3 2026, an estimated $427.
  • Swarmer Inc made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #543 holding.
  • IMG Wealth Management first reported a position in Swarmer Inc in Q1 2026 and has held it in 3 quarters since.
  • IMG Wealth Management's Swarmer Inc position peaked at $2.36K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Swarmer Inc as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.