Guardian Investment Management Q2 2023 vs. Q3 2023 13F Holdings Comparison

Apple Inc, NVIDIA Corporation, and Microsoft Corp are featured in the latest 13F Holdings comparison by Guardian Investment Management for Q2 2023 and Q3 2023. While some companies experienced slight decreases in their holdings, others saw significant increases. Let's take a closer look at the changes in holdings and their implications for investors.

Apple Inc (AAPL):

Apple Inc's holdings remained relatively stable between Q2 2023 and Q3 2023, with a minor decrease of 0.04% from 118,142 shares to 118,092 shares. The value of Apple Inc's holdings also decreased by 11.8% from $22,916 million to $20,218 million during this period. Despite the decrease in value, Apple Inc continues to be a significant player in the investment world.

NVIDIA Corporation (NVDA):

NVIDIA Corporation maintained the same number of shares, with 11,191 shares held in both quarters. However, the value of their holdings experienced a slight increase of 2.8% from $4,734 million in Q2 2023 to $4,867 million in Q3 2023. This growth could be attributed to the company's continued success in the technology and gaming industries.

Microsoft Corp (MSFT):

Microsoft Corp saw a decrease in both the number of shares and the value of their holdings between Q2 2023 and Q3 2023. The number of shares declined by 5.4% from 16,185 to 15,300, while the value dropped by 12.3% from $5,511 million to $4,830 million. This decrease may be due to various factors, including market trends and investment strategies.

Amgen Inc (AMGN):

Amgen Inc experienced a notable increase in both the number of shares and the value of their holdings between Q2 2023 and Q3 2023. The number of shares rose by 0.98% from 15,964 to 16,127, while the value increased by 22.3% from $3,544 million to $4,334 million. This growth suggests that Amgen Inc is viewed as a strong investment opportunity in the healthcare sector.

Johnson & Johnson (JNJ):

Johnson & Johnson's holdings saw a modest decrease in shares and value during this period. The number of shares declined by 1.1% from 25,485 to 25,206, while the value dropped by 6.9% from $4,218 million to $3,925 million. Despite the decrease, Johnson & Johnson remains a highly regarded company in the healthcare industry.

Other notable changes in holdings include Intel Corp (INTC) with a 6.6% increase in shares, Chevron Corp New (CVX) with a 7.2% increase, and Walmart Inc (WMT) with a 1.7% increase. On the other hand, Procter and Gamble Co (PG) saw a 3.8% decrease in shares, Merck & Co Inc (MRK) experienced a 12.7% decrease, and Pfizer Inc (PFE) faced an 11.8% decrease.

While these changes may reflect shifting market trends and investment strategies, it is essential to take a comprehensive approach to investment decisions. Investors should consider factors such as company performance, industry trends, and economic conditions when evaluating potential investment opportunities.

In conclusion, Guardian Investment Management's 13F Holdings comparison for Q2 2023 and Q3 2023 reveals both positive and negative changes in holdings. The analysis highlights noteworthy advancements in companies like Apple Inc and NVIDIA Corporation, as well as fluctuations in other industry leaders. By staying informed about these changes, investors can make more informed decisions regarding their portfolios.