Swan Global Investments’s IBM IBM Stock Holding History

Swan Global Investments’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	–	Sell	-1,453	Closed	-$430K	–	76
2025 Q4	$430K	Buy	1,453 +206	+17%	+$61.7K	0.01%	53
2025 Q3	$352K	Buy	+1,247	New	+$326K	0.01%	52

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Swan Global Investments's IBM Position: Q1 2026 in Review

Swan Global Investments sold out of IBM (IBM) in Q1 2026, closing a stake of 1,453 shares — an estimated $430K sold.

Swan Global Investments first reported a position in IBM in Q3 2025 and held it in 2 quarters. The position peaked at $430K in Q4 2025. 3,494 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Swan Global Investments reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Swan Global Investments sold 1,453 IBM shares in Q1 2026, an estimated $430K.
Swan Global Investments first reported a position in IBM in Q3 2025 and held it in 2 quarters.
Swan Global Investments's IBM position peaked at $430K in Q4 2025.
3,494 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Swan Global Investments's 13F filing for Q1 2026, filed 7 May 2026.