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 Q3	$631K	Sell	2,868 -8,372	-74%	-$1.99M	0.1%	160
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 $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Milestone Asset Management reduced its IBM (IBM) stake by 74% in Q3 2026, selling an estimated $1.99M and leaving 2,868 shares worth $631K. The position accounts for 0.1% of the portfolio, ranked #160.

Milestone Asset Management first reported a position in IBM in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.16M in Q2 2026. 1,785 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Milestone Asset Management held 2,868 shares of IBM worth $631K as of Q3 2026.
Milestone Asset Management sold 8,372 IBM shares in Q3 2026, an estimated $1.99M.
IBM made up 0.1% of Milestone Asset Management's portfolio in Q3 2026, its #160 holding.
Milestone Asset Management first reported a position in IBM in Q1 2024 and has held it in 11 quarters since.
Milestone Asset Management's IBM position peaked at $3.16M in Q2 2026.
1,785 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.