Milestone Asset Management Group
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Milestone Asset Management Group’s IBM IBM Stock Holding History

Milestone Asset Management Group’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 		$366K Sell
1,664
-17
-1% -$4.04K 0.17% 105
2026
Q2 		$473K Hold
1,681
– – 0.24% 84
2026
Q1 		$408K Buy
1,681
+13
+0.8% +$3.52K 0.24% 84
2025
Q4 		$494K Buy
1,668
+7
+0.4% +$2.1K 0.28% 73
2025
Q3 		$469K Hold
1,661
– – 0.29% 73
2025
Q2 		$490K Sell
1,661
-12
-0.7% -$3.09K 0.36% 65
2025
Q1 		$416K Buy
1,673
+1
+0.1% +$245 0.38% 62
2024
Q4 		$368K Buy
+1,672
New +$372K 0.33% 67

Other funds holding IBM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Milestone Asset Management Group's IBM Position: Q3 2026 in Review

Milestone Asset Management Group reduced its IBM (IBM) stake by 1% in Q3 2026, selling an estimated $4.04K and leaving 1,664 shares worth $366K. The position accounts for 0.17% of the portfolio, ranked #105.

Milestone Asset Management Group first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $494K in Q4 2025. 2,717 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Milestone Asset Management Group held 1,664 shares of IBM worth $366K as of Q3 2026.
  • Milestone Asset Management Group sold 17 IBM shares in Q3 2026, an estimated $4.04K.
  • IBM made up 0.17% of Milestone Asset Management Group's portfolio in Q3 2026, its #105 holding.
  • Milestone Asset Management Group first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • Milestone Asset Management Group's IBM position peaked at $494K in Q4 2025.
  • 2,717 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.