GUARDIAN INVESTMENT MANAGEMENT historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, GUARDIAN INVESTMENT MANAGEMENT opened 65 positions, added to 236, reduced 417 and sold out of 55.
- Q1 2026: Stock RTX; Country of operation United States; Class COM; Shares before 0.
- Q1 2026: Stock NOC; Country of operation United States; Class COM; Shares before 0.
- Q1 2026: Stock DUK; Country of operation United States; Class COM NEW; Shares before 0.
- Q1 2026: Stock UPS; Country of operation United States; Class CL B; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1365474), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-07); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-03); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-06); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-10); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2006-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q1 2026 | RTX
RTX CORPORATION | United States | COM | 0 | 2,100 | +2,100 | $0 | $405,090 | +$405,090 | 2026-04-16 |
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| Q1 2026 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 0 | 550 | +550 | $0 | $375,232 | +$375,232 | 2026-04-16 |
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| Q1 2026 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 0 | 2,289 | +2,289 | $0 | $299,722 | +$299,722 | 2026-04-16 |
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| Q1 2026 | UPS
UNITED PARCEL SVCS INC | United States | CL B | 0 | 2,725 | +2,725 | $0 | $268,135 | +$268,135 | 2026-04-16 |
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| Q4 2025 | PSKY
PARAMOUNT SKYDANCE CORP | United States | COM CL B | 0 | 23,641 | +23,641 | $0 | $316,789 | +$316,789 | 2026-01-23 |
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| Q3 2025 | BX
BLACKSTONE INC | United States | COM | 0 | 17,315 | +17,315 | $0 | $2,958,267 | +$2,958,267 | 2025-11-13 |
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| Q3 2025 | AXP
AMERICAN EXPRESS CO | United States | COM | 0 | 4,592 | +4,592 | $0 | $1,525,278 | +$1,525,278 | 2025-11-13 |
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| Q3 2025 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 0 | 1,203 | +1,203 | $0 | $958,009 | +$958,009 | 2025-11-13 |
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| Q3 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 0 | 3,730 | +3,730 | $0 | $906,763 | +$906,763 | 2025-11-13 |
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| Q3 2025 | MU
MICRON TECHNOLOGY INC | United States | COM | 0 | 5,125 | +5,125 | $0 | $857,515 | +$857,515 | 2025-11-13 |
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| Q3 2025 | PJT
PJT PARTNERS INC | United States | COM CL A | 0 | 4,506 | +4,506 | $0 | $800,851 | +$800,851 | 2025-11-13 |
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| Q3 2025 | MP
MP MATERIALS CORP | United States | COM CL A | 0 | 7,500 | +7,500 | $0 | $503,025 | +$503,025 | 2025-11-13 |
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| Q3 2025 | NSC
NORFOLK SOUTHN CORP | United States | COM | 0 | 1,361 | +1,361 | $0 | $408,858 | +$408,858 | 2025-11-13 |
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| Q3 2025 | B
BARRICK MNG CORP | | COM SHS | 0 | 10,250 | +10,250 | $0 | $335,893 | +$335,893 | 2025-11-13 |
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| Q1 2025 | ADM
ARCHER DANIELS MIDLAND CO | United States | COM | 0 | 7,450 | +7,450 | $0 | $765,413 | +$765,413 | 2025-04-28 |
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| Q1 2025 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 0 | 792 | +792 | $0 | $405,511 | +$405,511 | 2025-04-28 |
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| Q4 2024 | BX
BLACKSTONE INC | United States | COM | 0 | 139,215 | +139,215 | $0 | $24,003,450 | +$24,003,450 | 2025-01-16 |
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| Q4 2024 | SLB
SCHLUMBERGER LTD | | COM STK | 0 | 31,700 | +31,700 | $0 | $1,215,378 | +$1,215,378 | 2025-01-16 |
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| Q4 2024 | GEV
GE VERNOVA INC | United States | COM | 0 | 2,790 | +2,790 | $0 | $917,715 | +$917,715 | 2025-01-16 |
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| Q4 2024 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 0 | 1,403 | +1,403 | $0 | $803,385 | +$803,385 | 2025-01-16 |
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| Q3 2024 | AMAT
APPLIED MATLS INC | United States | COM | 0 | 3,250 | +3,250 | $0 | $656,562 | +$656,562 | 2024-10-10 |
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| Q2 2024 | DHR
DANAHER CORPORATION | United States | COM | 0 | 3,095 | +3,095 | $0 | $773,286 | +$773,286 | 2024-07-24 |
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| Q2 2024 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 0 | 4,075 | +4,075 | $0 | $557,663 | +$557,663 | 2024-07-24 |
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| Q1 2024 | AMZN
AMAZON COM INC | United States | COM | 0 | 6,858 | +6,858 | $0 | $1,237,046 | +$1,237,046 | 2024-04-26 |
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| Q1 2024 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 0 | 3,200 | +3,200 | $0 | $799,168 | +$799,168 | 2024-04-26 |
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| Q2 2016 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 0 | 11,250 | +11,250 | $0 | $422,000 | +$422,000 | 2016-08-15 |
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| Q1 2016 | CMCSA
COMCAST CORP NEW | United States | CL A | 0 | 22,000 | +22,000 | $0 | $1,344,000 | +$1,344,000 | 2016-05-05 |
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| Q4 2015 | OXY
OCCIDENTAL PETE CORP DEL | United States | COM | 0 | 12,615 | +12,615 | $0 | $853,000 | +$853,000 | 2016-02-12 |
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| Q3 2015 | BAC
BANK AMER CORP | United States | COM | 0 | 145,750 | +145,750 | $0 | $2,495,000 | +$2,495,000 | 2015-11-16 |
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| Q3 2015 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 0 | 21,197 | +21,197 | $0 | $1,497,000 | +$1,497,000 | 2015-11-16 |
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| Q3 2015 | KMB
KIMBERLY CLARK CORP | United States | COM | 0 | 10,900 | +10,900 | $0 | $1,185,000 | +$1,185,000 | 2015-11-16 |
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| Q3 2015 | COST
COSTCO WHSL CORP NEW | United States | COM | 0 | 7,138 | +7,138 | $0 | $1,031,000 | +$1,031,000 | 2015-11-16 |
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| Q3 2015 | KHC
KRAFT HEINZ CO | United States | COM | 0 | 13,000 | +13,000 | $0 | $926,000 | +$926,000 | 2015-11-16 |
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| Q3 2015 | DE
DEERE & CO | United States | COM | 0 | 4,800 | +4,800 | $0 | $350,000 | +$350,000 | 2015-11-16 |
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| Q2 2015 | JPM
JPMORGAN CHASE & CO | United States | COM | 0 | 20,000 | +20,000 | $0 | $1,361,000 | +$1,361,000 | 2015-08-03 |
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| Q2 2015 | TXN
TEXAS INSTRS INC | United States | COM | 0 | 15,000 | +15,000 | $0 | $779,000 | +$779,000 | 2015-08-03 |
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| Q1 2015 | HD
HOME DEPOT INC | United States | COM | 0 | 11,000 | +11,000 | $0 | $1,241,000 | +$1,241,000 | 2015-05-15 |
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| Q4 2014 | AAPL
APPLE INC | United States | COM | 0 | 15,000 | +15,000 | $0 | $1,656,000 | +$1,656,000 | 2015-02-06 |
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| Q4 2014 | BAC
BANK AMER CORP | United States | COM | 0 | 90,000 | +90,000 | $0 | $1,610,000 | +$1,610,000 | 2015-02-06 |
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| Q4 2014 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 0 | 19,000 | +19,000 | $0 | $1,587,000 | +$1,587,000 | 2015-02-06 |
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| Q4 2014 | V
VISA INC | United States | COM CL A | 0 | 27,000 | +27,000 | $0 | $1,263,000 | +$1,263,000 | 2015-02-06 |
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| Q4 2014 | EL
LAUDER ESTEE COS INC | United States | CL A | 0 | 15,700 | +15,700 | $0 | $1,196,000 | +$1,196,000 | 2015-02-06 |
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| Q4 2014 | FCX
FREEPORT-MCMORAN INC | United States | CL B | 0 | 50,000 | +50,000 | $0 | $1,168,000 | +$1,168,000 | 2015-02-06 |
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| Q4 2014 | MDLZ
MONDELEZ INTL INC | United States | CL A | 0 | 25,000 | +25,000 | $0 | $908,000 | +$908,000 | 2015-02-06 |
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| Q4 2014 | KO
COCA COLA CO | United States | COM | 0 | 20,000 | +20,000 | $0 | $844,000 | +$844,000 | 2015-02-06 |
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| Q4 2014 | C
CITIGROUP INC | United States | COM NEW | 0 | 15,000 | +15,000 | $0 | $812,000 | +$812,000 | 2015-02-06 |
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| Q4 2014 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 0 | 14,000 | +14,000 | $0 | $217,000 | +$217,000 | 2015-02-06 |
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| Q3 2014 | DUK
DUKE ENERGY | United States | COM | 0 | 19,000 | +19,000 | $0 | $1,353,000 | +$1,353,000 | 2014-11-10 |
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| Q3 2014 | V
VERIZON | United States | COM | 0 | 27,000 | +27,000 | $0 | $1,284,000 | +$1,284,000 | 2014-11-10 |
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| Q3 2014 | EL
ESTEE LAUDER | United States | COM | 0 | 15,700 | +15,700 | $0 | $1,050,000 | +$1,050,000 | 2014-11-10 |
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| Q3 2014 | MDLZ
MONDELEZ | United States | COM | 0 | 25,000 | +25,000 | $0 | $878,000 | +$878,000 | 2014-11-10 |
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| Q3 2014 | C
CITIGROUP | United States | COM | 0 | 15,000 | +15,000 | $0 | $711,000 | +$711,000 | 2014-11-10 |
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| Q2 2014 | AAPL
APPLE INC | United States | COM | 0 | 10,000 | +10,000 | $0 | $923,000 | +$923,000 | 2014-08-13 |
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| Q1 2014 | BAC
BANK OF AMERICA CORPORATION | United States | COM | 0 | 85,000 | +85,000 | $0 | $1,462,000 | +$1,462,000 | 2014-05-13 |
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| Q1 2014 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 0 | 19,000 | +19,000 | $0 | $1,353,000 | +$1,353,000 | 2014-05-13 |
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| Q1 2014 | V
VISA INC | United States | COM CL A | 0 | 27,000 | +27,000 | $0 | $1,284,000 | +$1,284,000 | 2014-05-13 |
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| Q1 2014 | QCOM
QUALCOMM INC | United States | COM | 0 | 15,000 | +15,000 | $0 | $1,200,000 | +$1,200,000 | 2014-05-13 |
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| Q1 2014 | EL
LAUDER ESTEE COS INC | United States | CL A | 0 | 15,700 | +15,700 | $0 | $1,050,000 | +$1,050,000 | 2014-05-13 |
|---|
| Q1 2014 | MDLZ
MONDELEZ INTL INC | United States | CL A | 0 | 25,000 | +25,000 | $0 | $878,000 | +$878,000 | 2014-05-13 |
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| Q1 2014 | CNQ
CANADIAN NAT RES LTD | | COM | 0 | 20,000 | +20,000 | $0 | $767,000 | +$767,000 | 2014-05-13 |
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| Q1 2014 | C
CITIGROUP INC | United States | COM NEW | 0 | 15,000 | +15,000 | $0 | $711,000 | +$711,000 | 2014-05-13 |
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| Q4 2013 | GIS
GENERAL MILLS | United States | COM | 0 | 10,000 | +10,000 | $0 | $500,000 | +$500,000 | 2014-02-11 |
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| Q4 2013 | CROX
CROCS | United States | COM | 0 | 23,000 | +23,000 | $0 | $371,000 | +$371,000 | 2014-02-11 |
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| Q3 2013 | L
LOEWS | United States | COM | 0 | 10,000 | +10,000 | $0 | $467,000 | +$467,000 | 2013-11-04 |
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| Q3 2013 | BNY
BANK OF NEW YORK MELLON | United States | COM | 0 | 12,300 | +12,300 | $0 | $371,000 | +$371,000 | 2013-11-04 |
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