IWM
SWMR

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
Q2 		$2.22K Hold
50
– – ﹤0.01% 465
2026
Q1 		$2.36K Buy
+50
New +$1.96K ﹤0.01% 431

Other funds holding SWMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IMG Wealth Management's SWMR Position: Q2 2026 in Review

IMG Wealth Management held its Swarmer Inc (SWMR) position steady in Q2 2026 at 50 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

IMG Wealth Management first reported a position in SWMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.36K in Q1 2026. 73 funds tracked by Wall St. Rank hold SWMR as of Q2 2026.

  • IMG Wealth Management held 50 shares of Swarmer Inc worth $2.22K as of Q2 2026.
  • IMG Wealth Management left its Swarmer Inc share count unchanged in Q2 2026.
  • Swarmer Inc made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #465 holding.
  • IMG Wealth Management first reported a position in Swarmer Inc in Q1 2026 and has held it in 2 quarters since.
  • IMG Wealth Management's Swarmer Inc position peaked at $2.36K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Swarmer Inc as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.