Milestone Asset Management’s IBM IBM Stock Holding History

Milestone Asset 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	$3.16M	Buy	11,240 +3,029	+37%	+$763K	0.5%	61
2026 Q1	$1.99M	Buy	8,211 +497	+6%	+$134K	0.37%	79
2025 Q4	$2.29M	Buy	7,714 +41	+0.5%	+$12.3K	0.43%	48
2025 Q3	$2.17M	Buy	7,673 +1,210	+19%	+$317K	0.41%	48
2025 Q2	$1.91M	Buy	6,463 +1,867	+41%	+$481K	0.4%	49
2025 Q1	$1.14M	Sell	4,596 -8,634	-65%	-$2.11M	0.24%	81
2024 Q4	$2.91M	Buy	13,230 +4,659	+54%	+$1.04M	0.64%	40
2024 Q3	$1.89M	Sell	8,571 -6,222	-42%	-$1.22M	0.43%	49
2024 Q2	$2.56M	Buy	14,793 +3,479	+31%	+$604K	0.64%	35
2024 Q1	$2.16M	Buy	+11,314	New	+$2.06M	0.62%	40

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Milestone Asset Management's IBM Position: Q2 2026 in Review

Milestone Asset Management increased its IBM (IBM) stake by 37% in Q2 2026, buying an estimated $763K and bringing the position to 11,240 shares worth $3.16M. The position accounts for 0.5% of the portfolio, ranked #61.

Milestone Asset Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Milestone Asset Management held 11,240 shares of IBM worth $3.16M as of Q2 2026.
Milestone Asset Management bought 3,029 IBM shares in Q2 2026, an estimated $763K.
IBM made up 0.5% of Milestone Asset Management's portfolio in Q2 2026, its #61 holding.
Milestone Asset Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.