Guardian Investment Management Q1 2023 vs. Q2 2023 13F Holdings Comparison

The first quarter of 2023 has come to a close, and it's time to take a look at how Guardian Investment Management's holdings have changed compared to the second quarter of the year. The world of finance is ever-changing, and these fluctuations in holdings can provide valuable insights into the investment strategy of this renowned investment management company.

Apple Inc (AAPL) has maintained a strong position in Guardian's portfolio, although there has been a decrease in the number of shares held from 131,841 in Q1 2023 to 118,142 in Q2 2023. However, the value of these shares has seen an impressive increase from $15,392,000 to $22,916,000, indicating the confidence Guardian has in Apple's growth.

In contrast, Microsoft Corp (MSFT) has seen a significant decrease in both the number of shares held and their value. The number of shares dropped from 24,115 in Q1 2023 to 16,185 in Q2 2023, with a corresponding decline in value from $5,685,000 to $5,511,000. This decline might raise questions about Guardian's outlook on Microsoft's future prospects.

NVIDIA Corporation (NVDA) has experienced an extraordinary growth in Guardian's portfolio. The number of shares held has jumped from 2,704 in Q1 2023 to 11,191 in Q2 2023, resulting in a staggering increase in value from $1,443,000 to $4,734,000. This 227.9% surge in holdings suggests that Guardian sees potential in NVIDIA's future performance.

Johnson & Johnson (JNJ) has recorded a slight decrease in both the number of shares held and their value. Guardian held 28,734 shares of JNJ in Q1 2023, which decreased to 25,485 shares in Q2 2023. The value of these shares also declined from $4,722,000 to $4,218,000. While this dip may be concerning for some investors, it's important to note that fluctuations are to be expected in the ever-changing world of finance.

Intel Corp (INTC) witnessed a significant decrease in both the number of shares held and their value. Guardian's holdings in INTC dropped from 111,909 shares in Q1 2023 to 106,109 shares in Q2 2023. The value of these shares also plummeted from $7,162,000 to $3,548,000. This 50.5% decline could indicate a shift in Guardian's investment strategy regarding Intel.

Amgen Inc (AMGN) also experienced a decrease in both the number of shares held and their value. The number of shares held dropped from 17,147 in Q1 2023 to 15,964 in Q2 2023, with a corresponding decline in value from $4,266,000 to $3,544,000. This decrease could suggest a reevaluation of Guardian's investment position in Amgen.

Chevron Corp New (CVX) is among the companies that have seen an increase in holdings by Guardian. The number of shares held has grown from 23,230 in Q1 2023 to 21,962 in Q2 2023, resulting in a value increase from $2,410,000 to $3,455,000. This 43.4% surge is an indication of Guardian's positive outlook on Chevron's future performance.

Walmart Inc (WMT) has experienced a significant increase in both the number of shares held and their value. Guardian held 12,529 shares of Walmart in Q1 2023, which skyrocketed to 21,315 shares in Q2 2023. The value of these shares also soared from $1,701,000 to $3,350,000. This impressive 96.9% growth suggests Guardian's confidence in Walmart's success.

JPMorgan Chase & Co (JPM) is another company that has witnessed an increase in Guardian's holdings. The number of shares held rose from 16,854 in Q1 2023 to 22,468 in Q2 2023, resulting in a value increase from $2,524,000 to $3,267,000. This 29.4% surge indicates Guardian's optimistic outlook on JPMorgan Chase's future performance.

AbbVie Inc (ABBV) has experienced a slight decrease in both the number of shares held and their value. Guardian held 29,517 shares of AbbVie in Q1 2023, which decreased to 22,794 shares in Q2 2023. The value of these shares also declined from $3,194,000 to $3,071,000. Although this decline is relatively small, it's worth noting in the context of Guardian's overall investment strategy.

Costco Whsl Corp New (COST) has seen an increase in holdings by Guardian. The number of shares held rose from 6,386 in Q1 2023 to 5,420 in Q2 2023, resulting in a value increase from $2,250,000 to $2,918,000. This 29.6% growth suggests that Guardian sees potential in Costco's future performance.

These changes in Guardian Investment Management's holdings reflect the dynamic nature of the financial markets. It's important for investors to closely monitor these fluctuations and make informed investment decisions based on the analysis of such data.

Please note that this article is for informational purposes only and should not be considered as financial advice. Investment decisions should be made with careful consideration of individual circumstances and consultation with a professional financial advisor.