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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s IBM Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its IBM (IBM) stake by 2.5% in Q1 2026, buying an estimated $8.93K and bringing the position to 1,368 shares worth $332K. The position accounts for 0.19% of the portfolio, ranked #46.

Guardian Wealth Advisors (Minnesota) first reported a position in IBM in Q1 2023 and has held it in 13 quarters since. The position peaked at $551K in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 1,368 shares of IBM worth $332K as of Q1 2026.
Guardian Wealth Advisors (Minnesota) bought 33 IBM shares in Q1 2026, an estimated $8.93K.
IBM made up 0.19% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #46 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in IBM in Q1 2023 and has held it in 13 quarters since.
Guardian Wealth Advisors (Minnesota)'s IBM position peaked at $551K in Q2 2025.
3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.