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SHELTON CAPITAL MANAGEMENT: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHELTON CAPITAL MANAGEMENT on WM, newest first. How the timeline and the estimate are built.

SHELTON CAPITAL MANAGEMENT held 1,921 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,921 shares
    Change vs previous 13F -17,663 shares

    0.01% of the 13F portfolio, value $428,152.

    13F-HR 0001999371-26-017998 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,584 shares
    Change vs previous 13F -11,000 shares

    0.1% of the 13F portfolio, value $4,500,207.

    13F-HR 0001999371-26-010847 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,584 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $6,719,611.

    13F-HR 0001999371-26-003406 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,584 shares
    Change vs previous 13F -36 shares

    0.14% of the 13F portfolio, value $6,753,865.

    13F-HR 0001999371-25-017880 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,620 shares
    Change vs previous 13F -14,224 shares

    0.16% of the 13F portfolio, value $7,006,468.

    13F-HR 0001999371-25-011223 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,844 shares
    Change vs previous 13F -57 shares

    0.25% of the 13F portfolio, value $10,381,834.

    13F-HR 0001999371-25-006211 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,901 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $9,060,573.

    13F-HR 0001839882-25-008781 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 44,901 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $9,321,448.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).