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SWMG LLC’s IBM IBM Stock Holding History

SWMG LLC’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 		$283K Buy
1,303
+7
+0.5% +$1.76K 0.07% 85
2026
Q1 		$314K Buy
1,296
+9
+0.7% +$2.44K 0.09% 87
2025
Q4 		$385K Sell
1,287
-10
-0.8% -$3K 0.11% 79
2025
Q3 		$370K Buy
1,297
+25
+2% +$6.54K 0.11% 81
2025
Q2 		$335K Sell
1,272
-152
-11% -$39.2K 0.11% 91
2025
Q1 		$331K Buy
1,424
+169
+13% +$41.3K 0.13% 93
2024
Q4 		$280K Buy
1,255
+8
+0.6% +$1.78K 0.11% 97
2024
Q3 		$263K Buy
1,247
+11
+0.9% +$2.16K 0.11% 101
2024
Q2 		$214K Sell
1,236
-196
-14% -$34.1K 0.1% 93
2024
Q1 		$273K Buy
+1,432
New +$261K 0.12% 88

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SWMG LLC's IBM Position: Q2 2026 in Review

SWMG LLC increased its IBM (IBM) stake by 0.54% in Q2 2026, buying an estimated $1.76K and bringing the position to 1,303 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #85.

SWMG LLC first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $385K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SWMG LLC held 1,303 shares of IBM worth $283K as of Q2 2026.
  • SWMG LLC bought 7 IBM shares in Q2 2026, an estimated $1.76K.
  • IBM made up 0.07% of SWMG LLC's portfolio in Q2 2026, its #85 holding.
  • SWMG LLC first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • SWMG LLC's IBM position peaked at $385K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.