GIM
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Guardian Investment Management’s IBM IBM Stock Holding History

Guardian Investment 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
Q2 		$408K Hold
1,450
– – 0.26% 50
2026
Q1 		$351K Hold
1,450
– – 0.28% 54
2025
Q4 		$430K Sell
1,450
-250
-15% -$74.9K 0.33% 50
2025
Q3 		$480K Buy
1,700
+500
+42% +$131K 0.41% 47
2025
Q2 		$354K Sell
1,200
-300
-20% -$77.3K 0.36% 46
2025
Q1 		$373K Sell
1,500
-900
-38% -$220K 0.31% 49
2024
Q4 		$528K Sell
2,400
-375
-14% -$83.5K 0.38% 47
2024
Q3 		$613K Hold
2,775
– – 0.53% 44
2024
Q2 		$480K Sell
2,775
-300
-10% -$52.1K 0.34% 51
2024
Q1 		$587K Hold
3,075
– – 0.47% 49
2023
Q4 		$503K Hold
3,075
– – 0.42% 48
2023
Q3 		$431K Hold
3,075
– – 0.39% 49
2023
Q2 		$411K Sell
3,075
-6,925
-69% -$894K 0.35% 54
2023
Q1 		$1.33M Buy
10,000
+5,225
+109% +$699K 1% 37
2022
Q4 		$673K Sell
4,775
-200
-4% -$27.6K 0.64% 40
2022
Q3 		$591K Sell
4,975
-5,025
-50% -$659K 0.6% 41
2022
Q2 		$1.41M Hold
10,000
– – 1.23% 33
2022
Q1 		$1.3M Sell
10,000
-373
-4% -$48.6K 1.01% 38
2021
Q4 		$1.39M Sell
10,373
-477
-4% -$59.8K 0.96% 36
2021
Q3 		$1.44M Hold
10,850
– – 1.06% 34
2021
Q2 		$1.52M Buy
10,850
+390
+4% +$53.3K 1.04% 33
2021
Q1 		$1.33M Sell
10,460
-201
-2% -$24.1K 0.95% 36
2020
Q4 		$1.28M Sell
10,661
-2
-0% -$231 0.97% 36
2020
Q3 		$1.24M Hold
10,663
– – 1.08% 33
2020
Q2 		$1.23M Sell
10,663
-304
-3% -$35.3K 1.12% 33
2020
Q1 		$1.16M Sell
10,967
-829
-7% -$105K 1.19% 32
2019
Q4 		$1.51M Sell
11,796
-201
-2% -$26.1K 1.2% 31
2019
Q3 		$1.67M Buy
+11,997
New +$1.62M 1.48% 25

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Guardian Investment Management's IBM Position: Q2 2026 in Review

Guardian Investment Management held its IBM (IBM) position steady in Q2 2026 at 1,450 shares worth $408K. The position accounts for 0.26% of the portfolio, ranked #50.

Guardian Investment Management first reported a position in IBM in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.67M in Q3 2019. 1,552 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Guardian Investment Management held 1,450 shares of IBM worth $408K as of Q2 2026.
  • Guardian Investment Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.26% of Guardian Investment Management's portfolio in Q2 2026, its #50 holding.
  • Guardian Investment Management first reported a position in IBM in Q3 2019 and has held it in 28 quarters since.
  • Guardian Investment Management's IBM position peaked at $1.67M in Q3 2019.
  • 1,552 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.