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International Business Machines shares owned by Milestones Private Investment Advisors

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Milestones Private Investment Advisors from 13F filings

Historical chart of Milestones Private Investment Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Milestones Private Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Milestones Private Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$610k	2.1k	296.25
2025-09-30	$581k	2.1k	282.14

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First Tr Exchange Traded Utilities Alph (FXU)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Ishares Tr Msci Usa Quality (GARP)

Select Sector Spdr Tr State Street Tec (XLK)

Select Sector Spdr Tr State Street Con (XLY)

Apple (AAPL)

First Tr Exchange Traded Consumr Staple (FXG)

Select Sector Spdr Tr State Street Hea (XLV)

Select Sector Spdr Tr State Street Ene (XLE)

World Gold Tr Spdr Gld Minis (GLDM)

First Tr Exchange-traded SHS (FDL)

Microsoft Corporation (MSFT)

View all positions for Milestones Private Investment Advisors

Top funds holding International Business Machines

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Jpmorgan Chase & Co

Northern Trust

Legal & General Group

Susquehanna International

Bank of New York Mellon

Ubs Global Asset Management Americas

Charles Schwab Investment Management

FMR

Goldman Sachs Group

Ameriprise Financial

View all funds holding International Business Machines

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