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SWP Investment Management LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWP Investment Management LLC on IBM, newest first. How the timeline and the estimate are built.

SWP Investment Management LLC held 17,129 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,129 shares
    Change vs previous 13F +640 shares

    3.33% of the 13F portfolio, value $4,816,846.

    13F-HR 0002098300-26-000008 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,489 shares
    Change vs previous 13F +320 shares

    2.99% of the 13F portfolio, value $3,996,769.

    13F-HR 0002098300-26-000005 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,169 shares
    Change vs previous 13F +4,128 shares

    3.47% of the 13F portfolio, value $4,789,419.

    13F-HR 0002098300-26-000004 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,041 shares
    Change vs previous 13F +5,205 shares

    3.34% of the 13F portfolio, value $3,397,489.

    13F-HR 0002098300-26-000003 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,836 shares
    Change vs previous 13F +60 shares

    2.38% of the 13F portfolio, value $2,015,116.

    13F-HR 0002098300-26-000007 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,776 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $1,684,920.

    13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).