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SWP Investment Management’s IBM IBM Stock Holding History

SWP Investment Management’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 		$4.82M Buy
17,129
+640
+4% +$161K 3.33% 5
2026
Q1 		$4M Buy
16,489
+320
+2% +$86.6K 2.99% 5
2025
Q4 		$4.79M Buy
16,169
+4,128
+34% +$1.24M 3.47% 6
2025
Q3 		$3.4M Buy
12,041
+5,205
+76% +$1.36M 3.34% 6
2025
Q2 		$2.02M Buy
6,836
+60
+0.9% +$15.5K 2.38% 11
2025
Q1 		$1.68M Buy
+6,776
New +$1.66M 2.1% 14

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SWP Investment Management's IBM Position: Q2 2026 in Review

SWP Investment Management increased its IBM (IBM) stake by 3.9% in Q2 2026, buying an estimated $161K and bringing the position to 17,129 shares worth $4.82M. The position accounts for 3.33% of the portfolio, ranked #5.

SWP Investment Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SWP Investment Management held 17,129 shares of IBM worth $4.82M as of Q2 2026.
  • SWP Investment Management bought 640 IBM shares in Q2 2026, an estimated $161K.
  • IBM made up 3.33% of SWP Investment Management's portfolio in Q2 2026, its #5 holding.
  • SWP Investment Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.