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Garton & Associates Financial Advisors’s Calumet Specialty Products CLMT Stock Holding History

Garton & Associates Financial Advisors’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-455
Closed -$9.04K – 231
2025
Q4 		$9.04K Buy
+455
New +$8.76K 0.01% 858

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AAA
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Garton & Associates Financial Advisors's CLMT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Calumet Specialty Products (CLMT) in Q1 2026, closing a stake of 455 shares — an estimated $9.04K sold.

Garton & Associates Financial Advisors first reported a position in CLMT in Q4 2025 and held it in 1 quarter. The position peaked at $9.04K in Q4 2025. 180 funds tracked by Wall St. Rank hold CLMT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Calumet Specialty Products position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 455 Calumet Specialty Products shares in Q1 2026, an estimated $9.04K.
  • Garton & Associates Financial Advisors first reported a position in Calumet Specialty Products in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Calumet Specialty Products position peaked at $9.04K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.