Financial Management, Inc. Historic Quarter Change: USA Stocks, Added

Financial Management, Inc. historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Financial Management, Inc. opened 3 positions, added to 6, reduced 8 and sold out of 2.

Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 5,016.
Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 10,324.
Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 854.
Q1 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 5,012.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2143070), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-07-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	GOOGL ALPHABET INC	United States	CAP STK CL A	5,016	5,019	+3	$1,442,368	$1,793,591	+$351,223	2026-08-12
Q2 2026	NVDA NVIDIA CORPORATION	United States	COM	10,324	10,337	+13	$1,800,588	$2,068,363	+$267,775	2026-08-12
Q2 2026	MSFT MICROSOFT CORP	United States	COM	854	856	+2	$316,157	$319,331	+$3,174	2026-08-12
Q1 2026	GOOGL ALPHABET INC	United States	CAP STK CL A	5,012	5,016	+4	$1,568,889	$1,442,368	-$126,521	2026-07-02
Q1 2026	AAPL APPLE INC	United States	COM	5,383	5,388	+5	$1,463,477	$1,367,516	-$95,961	2026-07-02
Q1 2026	WM WASTE MGMT INC DEL	United States	COM	7,802	7,834	+32	$1,714,188	$1,800,287	+$86,099	2026-07-02

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