GUARDIAN INVESTMENT MANAGEMENT historic quarter change: USA Stocks, Sold out
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.
- Q3 2025: Stock MRK; Country of operation United States; Class COM; Shares before 15,100.
- Q3 2025: Stock SLB; Country of operation —; Class COM STK; Shares before 30,400.
- Q3 2025: Stock NOC; Country of operation United States; Class COM; Shares before 692.
- Q3 2025: Stock EL; Country of operation United States; Class CL A; Shares before 4,250.
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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| Q3 2025 | MRK
MERCK & CO INC | United States | COM | 15,100 | 0 | -15,100 | $1,195,316 | $0 | -$1,195,316 | 2025-11-13 |
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| Q3 2025 | SLB
SCHLUMBERGER LTD | | COM STK | 30,400 | 0 | -30,400 | $1,027,520 | $0 | -$1,027,520 | 2025-11-13 |
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| Q3 2025 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 692 | 0 | -692 | $345,986 | $0 | -$345,986 | 2025-11-13 |
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| Q3 2025 | EL
LAUDER ESTEE COS INC | United States | CL A | 4,250 | 0 | -4,250 | $343,400 | $0 | -$343,400 | 2025-11-13 |
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| Q3 2025 | RTX
RTX CORPORATION | United States | COM | 2,300 | 0 | -2,300 | $306,642 | $0 | -$306,642 | 2025-11-13 |
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| Q2 2025 | BX
BLACKSTONE INC | United States | COM | 129,915 | 0 | -129,915 | $18,159,518 | $0 | -$18,159,518 | 2025-07-17 |
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| Q2 2025 | AXP
AMERICAN EXPRESS CO | United States | COM | 4,092 | 0 | -4,092 | $1,100,952 | $0 | -$1,100,952 | 2025-07-17 |
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| Q2 2025 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 1,203 | 0 | -1,203 | $657,188 | $0 | -$657,188 | 2025-07-17 |
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| Q2 2025 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 900 | 0 | -900 | $274,977 | $0 | -$274,977 | 2025-07-17 |
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| Q2 2025 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 2,300 | 0 | -2,300 | $255,282 | $0 | -$255,282 | 2025-07-17 |
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| Q1 2025 | QCOM
QUALCOMM INC | United States | COM | 2,936 | 0 | -2,936 | $451,028 | $0 | -$451,028 | 2025-04-28 |
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| Q1 2025 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 4,089 | 0 | -4,089 | $440,549 | $0 | -$440,549 | 2025-04-28 |
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| Q4 2024 | DIS
DISNEY WALT CO | United States | COM | 21,683 | 0 | -21,683 | $2,152,918 | $0 | -$2,152,918 | 2025-01-16 |
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| Q4 2024 | TGT
TARGET CORP | United States | COM | 3,550 | 0 | -3,550 | $525,542 | $0 | -$525,542 | 2025-01-16 |
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| Q3 2024 | NSC
NORFOLK SOUTHN CORP | United States | COM | 1,837 | 0 | -1,837 | $394,385 | $0 | -$394,385 | 2024-10-10 |
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| Q3 2024 | SO
SOUTHERN CO | United States | COM | 3,910 | 0 | -3,910 | $303,299 | $0 | -$303,299 | 2024-10-10 |
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| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 10,647 | 0 | -10,647 | $9,620,203 | $0 | -$9,620,203 | 2024-07-24 |
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| Q1 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 3,630 | 0 | -3,630 | $1,911,086 | $0 | -$1,911,086 | 2024-04-26 |
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| Q1 2024 | TRN
TRINITY INDS INC | United States | COM | 11,500 | 0 | -11,500 | $305,785 | $0 | -$305,785 | 2024-04-26 |
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| Q1 2024 | BNY
BANK NEW YORK MELLON CORP | United States | COM | 5,650 | 0 | -5,650 | $294,081 | $0 | -$294,081 | 2024-04-26 |
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| Q1 2024 | HTBK
HERITAGE COMM CORP | United States | COM | 29,465 | 0 | -29,465 | $292,293 | $0 | -$292,293 | 2024-04-26 |
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| Q2 2016 | BAC
BANK AMER CORP | United States | COM | 156,761 | 0 | -156,761 | $2,119,000 | $0 | -$2,119,000 | 2016-08-15 |
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| Q2 2016 | EL
LAUDER ESTEE COS INC | United States | CL A | 11,950 | 0 | -11,950 | $1,127,000 | $0 | -$1,127,000 | 2016-08-15 |
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| Q1 2016 | KMB
KIMBERLY CLARK CORP | United States | COM | 10,400 | 0 | -10,400 | $1,323,000 | $0 | -$1,323,000 | 2016-05-05 |
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| Q1 2016 | COST
COSTCO WHSL CORP NEW | United States | COM | 7,089 | 0 | -7,089 | $1,145,000 | $0 | -$1,145,000 | 2016-05-05 |
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| Q1 2016 | HD
HOME DEPOT INC | United States | COM | 6,850 | 0 | -6,850 | $906,000 | $0 | -$906,000 | 2016-05-05 |
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| Q1 2016 | CL
COLGATE PALMOLIVE CO | United States | COM | 10,000 | 0 | -10,000 | $666,000 | $0 | -$666,000 | 2016-05-05 |
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| Q4 2015 | DE
DEERE & CO | United States | COM | 4,800 | 0 | -4,800 | $350,000 | $0 | -$350,000 | 2016-02-12 |
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| Q2 2015 | BAC
BANK AMER CORP | United States | COM | 105,000 | 0 | -105,000 | $1,605,000 | $0 | -$1,605,000 | 2015-08-03 |
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| Q2 2015 | KMB
KIMBERLY CLARK CORP | United States | COM | 15,000 | 0 | -15,000 | $1,589,000 | $0 | -$1,589,000 | 2015-08-03 |
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| Q2 2015 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 19,000 | 0 | -19,000 | $1,454,000 | $0 | -$1,454,000 | 2015-08-03 |
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| Q2 2015 | NSC
NORFOLK SOUTHERN CORP | United States | COM | 10,000 | 0 | -10,000 | $1,030,000 | $0 | -$1,030,000 | 2015-08-03 |
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| Q2 2015 | C
CITIGROUP INC | United States | COM NEW | 15,000 | 0 | -15,000 | $767,000 | $0 | -$767,000 | 2015-08-03 |
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| Q2 2015 | L
LOEWS CORP | United States | COM | 15,000 | 0 | -15,000 | $608,000 | $0 | -$608,000 | 2015-08-03 |
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| Q1 2015 | COST
COSTCO WHSL CORP NEW | United States | COM | 10,000 | 0 | -10,000 | $1,455,000 | $0 | -$1,455,000 | 2015-05-15 |
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| Q4 2014 | DUK
DUKE ENERGY | United States | COM | 19,000 | 0 | -19,000 | $1,353,000 | $0 | -$1,353,000 | 2015-02-06 |
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| Q4 2014 | V
VERIZON | United States | COM | 27,000 | 0 | -27,000 | $1,284,000 | $0 | -$1,284,000 | 2015-02-06 |
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| Q4 2014 | EL
ESTEE LAUDER | United States | COM | 15,700 | 0 | -15,700 | $1,050,000 | $0 | -$1,050,000 | 2015-02-06 |
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| Q4 2014 | FCX
FREEPORT MCMORAN | United States | COM | 30,000 | 0 | -30,000 | $997,000 | $0 | -$997,000 | 2015-02-06 |
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| Q4 2014 | MDLZ
MONDELEZ | United States | COM | 25,000 | 0 | -25,000 | $878,000 | $0 | -$878,000 | 2015-02-06 |
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| Q4 2014 | C
CITIGROUP | United States | COM | 15,000 | 0 | -15,000 | $711,000 | $0 | -$711,000 | 2015-02-06 |
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| Q3 2014 | V
VISA INC | United States | COM CL A | 27,000 | 0 | -27,000 | $1,321,000 | $0 | -$1,321,000 | 2014-11-10 |
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| Q3 2014 | EL
LAUDER ESTEE COS INC | United States | CL A | 15,700 | 0 | -15,700 | $1,166,000 | $0 | -$1,166,000 | 2014-11-10 |
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| Q3 2014 | MDLZ
MONDELEZ INTL INC | United States | CL A | 25,000 | 0 | -25,000 | $940,000 | $0 | -$940,000 | 2014-11-10 |
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| Q3 2014 | AAPL
APPLE INC | United States | COM | 10,000 | 0 | -10,000 | $923,000 | $0 | -$923,000 | 2014-11-10 |
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| Q2 2014 | BAC
BANK OF AMERICA CORPORATION | United States | COM | 85,000 | 0 | -85,000 | $1,462,000 | $0 | -$1,462,000 | 2014-08-13 |
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| Q2 2014 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 19,000 | 0 | -19,000 | $1,353,000 | $0 | -$1,353,000 | 2014-08-13 |
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| Q2 2014 | QCOM
QUALCOMM INC | United States | COM | 15,000 | 0 | -15,000 | $1,200,000 | $0 | -$1,200,000 | 2014-08-13 |
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| Q2 2014 | C
CITIGROUP INC | United States | COM NEW | 15,000 | 0 | -15,000 | $711,000 | $0 | -$711,000 | 2014-08-13 |
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| Q1 2014 | V
VERIZON | United States | COM | 27,000 | 0 | -27,000 | $1,327,000 | $0 | -$1,327,000 | 2014-05-13 |
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| Q1 2014 | EL
ESTEE LAUDER | United States | COM | 15,700 | 0 | -15,700 | $1,178,000 | $0 | -$1,178,000 | 2014-05-13 |
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| Q1 2014 | MDLZ
MONDELEZ | United States | COM | 25,000 | 0 | -25,000 | $878,000 | $0 | -$878,000 | 2014-05-13 |
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| Q1 2014 | GIS
GENERAL MILLS | United States | COM | 10,000 | 0 | -10,000 | $500,000 | $0 | -$500,000 | 2014-05-13 |
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| Q1 2014 | CROX
CROCS | United States | COM | 23,000 | 0 | -23,000 | $371,000 | $0 | -$371,000 | 2014-05-13 |
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| Q4 2013 | ATI
ALLEGHENY | United States | COM | 11,250 | 0 | -11,250 | $343,000 | $0 | -$343,000 | 2014-02-11 |
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