MSFP
SWMR

Mark Sheptoff Financial Planning’s Swarmer Inc SWMR Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-100
Closed -$3K – 546
2026
Q1 		$3K Buy
+100
New +$3.92K ﹤0.01% 468

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

Mark Sheptoff Financial Planning's SWMR Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Swarmer Inc (SWMR) in Q2 2026, closing a stake of 100 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in SWMR in Q1 2026 and held it in 1 quarter. The position peaked at $3K in Q1 2026. 72 funds tracked by Wall St. Rank hold SWMR as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining Swarmer Inc position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Swarmer Inc shares in Q2 2026, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in Swarmer Inc in Q1 2026 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Swarmer Inc position peaked at $3K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Swarmer Inc as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.