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Guardian Wealth Management (Illinois)’s IBM IBM Stock Holding History

Guardian Wealth Management (Illinois)’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
2025
Q2 		– Sell
-68
Closed -$17K – 130
2025
Q1 		$17K Sell
68
-1
-1% -$245 0.01% 139
2024
Q4 		$15.1K Hold
69
– – 0.01% 150
2024
Q3 		$15.3K Hold
69
– – 0.01% 146
2024
Q2 		$11.9K Hold
69
– – 0.01% 157
2024
Q1 		$13.1K Hold
69
– – 0.01% 151
2023
Q4 		$11.2K Buy
+69
New +$10.4K 0.01% 159

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s IBM Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of IBM (IBM) in Q2 2025, closing a stake of 68 shares — an estimated $17K sold.

Guardian Wealth Management (Illinois) first reported a position in IBM in Q4 2023 and held it in 6 quarters. The position peaked at $17K in Q1 2025. 3,412 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 68 IBM shares in Q2 2025, an estimated $17K.
  • Guardian Wealth Management (Illinois) first reported a position in IBM in Q4 2023 and held it in 6 quarters.
  • Guardian Wealth Management (Illinois)'s IBM position peaked at $17K in Q1 2025.
  • 3,412 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.