Position in IBM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$366,416
+$52,279 QoQ
Shares Held
1,303
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.87%
of 13F equity value
Holder Rank
#2,822
of 3,616 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026SWMG, LLC holds $366,416 across 1 Information Technology Services name. IBM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,303 | $366,416 |
All Filings in IBM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,416 | 1,303 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $314,137 | 1,296 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $381,222 | 1,287 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $365,961 | 1,297 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $374,960 | 1,272 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $354,091 | 1,424 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $275,886 | 1,255 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $275,686 | 1,247 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $213,766 | 1,236 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $273,454 | 1,432 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||