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Guardian Wealth Advisors (Minnesota)’s IBM IBM Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$390K Buy
1,387
+19
+1% +$4.79K 0.2% 43
2026
Q1 		$332K Buy
1,368
+33
+2% +$8.93K 0.19% 46
2025
Q4 		$396K Sell
1,335
-493
-27% -$148K 0.22% 42
2025
Q3 		$516K Sell
1,828
-41
-2% -$10.7K 0.29% 40
2025
Q2 		$551K Buy
1,869
+133
+8% +$34.3K 0.33% 38
2025
Q1 		$432K Sell
1,736
-462
-21% -$113K 0.28% 44
2024
Q4 		$483K Sell
2,198
-79
-3% -$17.6K 0.31% 46
2024
Q3 		$503K Sell
2,277
-1
-0% -$196 0.31% 45
2024
Q2 		$394K Buy
2,278
+191
+9% +$33.2K 0.26% 51
2024
Q1 		$399K Sell
2,087
-76
-4% -$13.9K 0.26% 51
2023
Q4 		$354K Sell
2,163
-19
-0.9% -$2.87K 0.25% 49
2023
Q3 		$306K Buy
2,182
+143
+7% +$20.3K 0.23% 51
2023
Q2 		$273K Buy
2,039
+172
+9% +$22.2K 0.2% 56
2023
Q1 		$245K Buy
+1,867
New +$250K 0.19% 61

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s IBM Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its IBM (IBM) stake by 1.4% in Q2 2026, buying an estimated $4.79K and bringing the position to 1,387 shares worth $390K. The position accounts for 0.2% of the portfolio, ranked #43.

Guardian Wealth Advisors (Minnesota) first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. The position peaked at $551K in Q2 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 1,387 shares of IBM worth $390K as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) bought 19 IBM shares in Q2 2026, an estimated $4.79K.
  • IBM made up 0.2% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #43 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s IBM position peaked at $551K in Q2 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.