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Garton & Associates Financial Advisors’s Waste Management WM Stock Holding History

Garton & Associates Financial Advisors’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-995
Closed -$219K – 704
2025
Q4 		$219K Buy
+995
New +$212K 0.12% 131

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Garton & Associates Financial Advisors sold out of Waste Management (WM) in Q1 2026, closing a stake of 995 shares — an estimated $219K sold.

Garton & Associates Financial Advisors first reported a position in WM in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 2,365 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 995 Waste Management shares in Q1 2026, an estimated $219K.
  • Garton & Associates Financial Advisors first reported a position in Waste Management in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Waste Management position peaked at $219K in Q4 2025.
  • 2,365 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

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