LPL Financial
SWMR icon

LPL Financial’s Swarmer Inc SWMR Stock Holding History

LPL Financial’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 		$405K Sell
22,694
-27,523
-55% -$978K ﹤0.01% 5283
2026
Q2 		$2.23M Buy
+50,217
New +$2.17M ﹤0.01% 3634

Other funds holding SWMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

LPL Financial's SWMR Position: Q3 2026 in Review

LPL Financial reduced its Swarmer Inc (SWMR) stake by 55% in Q3 2026, selling an estimated $978K and leaving 22,694 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #5283.

LPL Financial first reported a position in SWMR in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.23M in Q2 2026. 43 funds tracked by Wall St. Rank hold SWMR as of Q3 2026.

  • LPL Financial held 22,694 shares of Swarmer Inc worth $405K as of Q3 2026.
  • LPL Financial sold 27,523 Swarmer Inc shares in Q3 2026, an estimated $978K.
  • Swarmer Inc made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5283 holding.
  • LPL Financial first reported a position in Swarmer Inc in Q2 2026 and has held it in 2 quarters since.
  • LPL Financial's Swarmer Inc position peaked at $2.23M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Swarmer Inc as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.