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Guardian Asset Advisors’s IBM IBM Stock Holding History

Guardian Asset 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
2026
Q2 		$346K Buy
+1,231
New +$310K 0.16% 92
2026
Q1 		– Sell
-689
Closed -$204K – 105
2025
Q4 		$204K Buy
+689
New +$206K 0.11% 108

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Guardian Asset Advisors's IBM Position: Q2 2026 in Review

Guardian Asset Advisors opened a new position in IBM (IBM) in Q2 2026: 1,231 shares worth $346K. The stake represents 0.16% of the portfolio and ranks #92 among its holdings. This is a return to the name: Guardian Asset Advisors previously reported a position in IBM as recently as Q4 2025.

Guardian Asset Advisors first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 1,362 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Guardian Asset Advisors held 1,231 shares of IBM worth $346K as of Q2 2026.
  • IBM was a new Guardian Asset Advisors position in Q2 2026.
  • IBM made up 0.16% of Guardian Asset Advisors's portfolio in Q2 2026, its #92 holding.
  • Guardian Asset Advisors first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • 1,362 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.