MILESTONE ASSET MANAGEMENT, LLC IONQ — IONQ INC

Ownership history in MILESTONE ASSET MANAGEMENT, LLC  ·  9 quarters on record

AI Ownership Summary

MILESTONE ASSET MANAGEMENT, LLC reported IONQ INC (IONQ) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.25% in 2024 Q4. The latest visible filing shows IONQ at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IONQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MILESTONE ASSET MANAGEMENT, LLC's position in IONQ INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IONQ was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IONQ stock page MILESTONE ASSET MANAGEMENT, LLC fund profile MILESTONE ASSET MANAGEMENT, LLC full holdings
How MILESTONE ASSET MANAGEMENT, LLC held IONQ — position size vs. price
% of Fund (quarterly)    IONQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 19,882 -4,329 -17.9% 0.17% $1.1M 2026-07-15 $37.51
2026 Q1 REDUCED — — — 24,211 -87 -0.4% 0.13% $698K 2026-04-15 $43.25
2025 Q4 ADDED — — — 24,298 +11,192 +85.4% 0.21% $1.1M 2026-01-28 $45.80
2025 Q3 REDUCED 42.8% -26.4% ✅ 13,106 -9,820 -42.8% 0.15% $806K 2025-10-15 $72.41
2025 Q2 REDUCED 45.8% +49.5% ❌ 22,926 -19,407 -45.8% 0.21% $985K 2025-08-05 $42.02
2025 Q1 ADDED — — — 42,333 +15,109 +55.5% 0.20% $934K 2025-04-09 $26.37
2024 Q4 REDUCED 29.4% -47.2% ✅ 27,224 -11,331 -29.4% 0.25% $1.1M 2025-01-23 $41.35
2024 Q3 ADDED — — — 38,555 +3,303 +9.4% 0.08% $337K 2024-10-25 $16.96
2024 Q2 INITIATED — — — 35,252 — — 0.06% $248K 2024-07-19 $7.43

🏢 Other funds also holding IONQ

As of 2026 Q2 — sorted by position size

HAMILTON LANE ADVISORS LLC 3Y 7Y 6.99% UNICOM Systems, Inc. 2.67% Connective Portfolio Management, LLC 3Y 1.33% Bouvel Investment Partners, LLC 3Y 0.88% SLT Holdings LLC 0.67% Benin Management CORP 3Y 7Y 0.37% Strong Tower Advisory Services 3Y 0.33% Corecam Pte. Ltd. 0.32% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 0.24% SENTINEL TRUST CO LBA 3Y 7Y 0.21%

FAQ About MILESTONE ASSET MANAGEMENT, LLC and IONQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has MILESTONE ASSET MANAGEMENT, LLC reported owning IONQ?

MILESTONE ASSET MANAGEMENT, LLC reported IONQ across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IONQ position in MILESTONE ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for IONQ was 0.25% in 2024 Q4.

What is the latest reported IONQ position on this page?

The most recent filing on this page is 2026 Q2, when MILESTONE ASSET MANAGEMENT, LLC reported 19,882 shares, equal to 0.17% of portfolio, with an estimated market value of $1.1M.

What does the chart on this IONQ ownership page compare?

The chart compares MILESTONE ASSET MANAGEMENT, LLC's quarterly IONQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MILESTONE ASSET MANAGEMENT, LLC time their IONQ position?

Based on 13F filing dates vs. subsequent IONQ price moves, MILESTONE ASSET MANAGEMENT, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on IONQ relative to SPY over the holding period was +90.1%.

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