Swan Capital’s IBM IBM Stock Holding History

Swan Capital’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.4K	Buy	108 +8	+8%	+$2.02K	0.01%	118
2026 Q1	$24.2K	Hold	100	–	–	0.01%	112
2025 Q4	$29.6K	Hold	100	–	–	0.01%	101
2025 Q3	$28.2K	Buy	+100	New	+$26.2K	0.01%	102

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Swan Capital's IBM Position: Q2 2026 in Review

Swan Capital increased its IBM (IBM) stake by 8% in Q2 2026, buying an estimated $2.02K and bringing the position to 108 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #118.

Swan Capital first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Swan Capital held 108 shares of IBM worth $30.4K as of Q2 2026.
Swan Capital bought 8 IBM shares in Q2 2026, an estimated $2.02K.
IBM made up 0.01% of Swan Capital's portfolio in Q2 2026, its #118 holding.
Swan Capital first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.