SEC 13F Intelligence

Guardian Wealth Management, Inc. / WM

Guardian Wealth Management, Inc.’s Waste Mgmt Inc Del Position

Does Guardian Wealth Management, Inc. own Waste Mgmt Inc Del (WM)? Yes — 15.2K shares worth $4M (+1.91% of its 13F portfolio) as of Q1 2026, up from 15.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
15.2K
% of Portfolio
+1.91%
Quarters Held
18
currently held

Position History WM

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.2K$4M+1.91%
Q4 202515.0K$3M+1.94%
Q3 202515.3K$3M+1.99%
Q2 202515.0K$3M+2.29%
Q1 202515.0K$3M+2.32%
Q4 202414.5K$3M+2.00%
Q3 202414.7K$3M+2.15%
Q2 202414.5K$3M+2.37%
Q1 202414.4K$3M+2.37%
Q4 202314.4K$3M+2.19%
Q3 202314.4K$2M+2.05%
Q2 202314.3K$2M+2.27%
Q1 202314.0K$2M+2.20%
Q4 202213.7K$2M+2.12%
Q3 202213.8K$2M+2.50%
Q2 202213.6K$2M+2.23%
Q1 202213.0K$2M+2.05%
Q4 202112.9K$2M+2.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Guardian Wealth Management, Inc.’s full portfolio or all institutional holders of WM.