SWMG LLC
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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
Q3 		$342K Buy
1,355
+52
+4% +$12.3K 0.07% 89
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 $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

SWMG LLC's IBM Position: Q3 2026 in Review

SWMG LLC increased its IBM (IBM) stake by 4% in Q3 2026, buying an estimated $12.3K and bringing the position to 1,355 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #89.

SWMG LLC first reported a position in IBM in Q1 2024 and has held it in 11 quarters since. The position peaked at $385K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • SWMG LLC held 1,355 shares of IBM worth $342K as of Q3 2026.
  • SWMG LLC bought 52 IBM shares in Q3 2026, an estimated $12.3K.
  • IBM made up 0.07% of SWMG LLC's portfolio in Q3 2026, its #89 holding.
  • SWMG LLC first reported a position in IBM in Q1 2024 and has held it in 11 quarters since.
  • SWMG LLC's IBM position peaked at $385K in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.