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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Milestone Asset Management Group's IBM Position: Q1 2026 in Review

Milestone Asset Management Group increased its IBM (IBM) stake by 0.78% in Q1 2026, buying an estimated $3.52K and bringing the position to 1,681 shares worth $408K. The position accounts for 0.24% of the portfolio, ranked #84.

Milestone Asset Management Group first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $494K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Milestone Asset Management Group held 1,681 shares of IBM worth $408K as of Q1 2026.
  • Milestone Asset Management Group bought 13 IBM shares in Q1 2026, an estimated $3.52K.
  • IBM made up 0.24% of Milestone Asset Management Group's portfolio in Q1 2026, its #84 holding.
  • Milestone Asset Management Group first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's IBM position peaked at $494K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.