GUARDIAN WEALTH ADVISORS, LLC / NC

Position in IBM — International Business Machines Corp

CIK 1901403 RALEIGH, NC

Position in IBM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$489,024

+$35,755 QoQ

Shares Held

1,739

-7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,544

of 3,611 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Technology · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $1,521,132 across 3 Information Technology Services names. IBM ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc.	5,342	$731,586
2	IBM	International Business Machines Corp This page	1,739	$489,024
3	ACN	Accenture plc	2,415	$300,522

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$489,024	1,739	-7.0%	Shares	Sole	2026-08-14
2026-03-31	$453,269	1,870	+1.9%	Shares	Sole	2026-05-15
2025-12-31	$543,841	1,836	-2.2%	Shares	Sole	2026-02-17
2025-09-30	$529,896	1,878	-52.5%	Shares	Sole	2025-11-14
2025-06-30	$1,164,675	3,951	+113.3%	Shares	Sole	2025-08-14
2025-03-31	$460,518	1,852	+1.1%	Shares	Sole	2025-05-15
2024-12-31	$402,728	1,832	+17.1%	Shares	Sole	2025-02-14
2024-09-30	$345,990	1,565	-5.0%	Shares	Sole	2024-11-14
2024-06-30	$284,848	1,647	-2.6%	Shares	Sole	2024-08-14
2024-03-31	$322,913	1,691	+9.1%	Shares	Sole	2024-05-15
2023-12-31	$253,502	1,550	-12.2%	Shares	Sole	2024-02-14
2023-09-30	$247,629	1,765	+10.5%	Shares	Sole	2023-11-14
2023-06-30	$213,828	1,598	-11.8%	Shares	Sole	2023-08-14
2023-03-31	$237,535	1,812	+4.9%	Shares	Sole	2023-05-15
2022-12-31	$243,317	1,727	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$204,590	1,722	+19.8%	Shares	Sole	2022-11-14
2022-06-30	$202,890	1,437	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.