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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Swan Capital's IBM Position: Q1 2026 in Review

Swan Capital held its IBM (IBM) position steady in Q1 2026 at 100 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #112.

Swan Capital first reported a position in IBM in Q3 2025 and has held it in 3 quarters since. The position peaked at $29.6K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Swan Capital held 100 shares of IBM worth $24.2K as of Q1 2026.
Swan Capital left its IBM share count unchanged in Q1 2026.
IBM made up 0.01% of Swan Capital's portfolio in Q1 2026, its #112 holding.
Swan Capital first reported a position in IBM in Q3 2025 and has held it in 3 quarters since.
Swan Capital's IBM position peaked at $29.6K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.