MIA
IBM icon

Milestone Investment Advisors’s IBM IBM Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-100
Closed -$14K – 263
2023
Q3 		$14K Buy
+100
New +$14.2K ﹤0.01% 276
2023
Q2 		– Sell
-375
Closed -$49.2K – 259
2023
Q1 		$49.2K Buy
+375
New +$50.2K 0.02% 208

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Milestone Investment Advisors's IBM Position: Q4 2023 in Review

Milestone Investment Advisors sold out of IBM (IBM) in Q4 2023, closing a stake of 100 shares — an estimated $14K sold.

Milestone Investment Advisors first reported a position in IBM in Q1 2023 and held it in 2 quarters. The position peaked at $49.2K in Q1 2023. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Milestone Investment Advisors reported no remaining IBM position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 100 IBM shares in Q4 2023, an estimated $14K.
  • Milestone Investment Advisors first reported a position in IBM in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's IBM position peaked at $49.2K in Q1 2023.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.