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Guardian Wealth Advisors (North Carolina)’s IBM IBM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$453K Buy
1,870
+34
+2% +$9.2K 0.03% 228
2025
Q4 		$544K Sell
1,836
-42
-2% -$12.6K 0.03% 208
2025
Q3 		$530K Sell
1,878
-2,073
-52% -$543K 0.03% 201
2025
Q2 		$1.16M Buy
3,951
+2,099
+113% +$541K 0.08% 122
2025
Q1 		$461K Buy
1,852
+20
+1% +$4.89K 0.04% 194
2024
Q4 		$403K Buy
1,832
+267
+17% +$59.5K 0.03% 215
2024
Q3 		$346K Sell
1,565
-82
-5% -$16.1K 0.04% 200
2024
Q2 		$285K Sell
1,647
-44
-3% -$7.64K 0.03% 210
2024
Q1 		$323K Buy
1,691
+141
+9% +$25.7K 0.04% 200
2023
Q4 		$254K Sell
1,550
-215
-12% -$32.5K 0.04% 208
2023
Q3 		$248K Buy
1,765
+167
+10% +$23.8K 0.04% 201
2023
Q2 		$214K Sell
1,598
-214
-12% -$27.6K 0.04% 217
2023
Q1 		$238K Buy
1,812
+85
+5% +$11.4K 0.04% 191
2022
Q4 		$243K Buy
1,727
+5
+0.3% +$690 0.05% 171
2022
Q3 		$205K Buy
1,722
+285
+20% +$37.4K 0.04% 185
2022
Q2 		$203K Buy
+1,437
New +$194K 0.04% 184

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) increased its IBM (IBM) stake by 1.9% in Q1 2026, buying an estimated $9.2K and bringing the position to 1,870 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #228.

Guardian Wealth Advisors (North Carolina) first reported a position in IBM in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.16M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,870 shares of IBM worth $453K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 34 IBM shares in Q1 2026, an estimated $9.2K.
  • IBM made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #228 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in IBM in Q2 2022 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s IBM position peaked at $1.16M in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.