Advisory Resource Group’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$355K Buy
1,591
+2
+0.1% +$445 0.05% 155
2026
Q1
$365K Buy
1,589
+27
+2% +$6.2K 0.06% 140
2025
Q4
$343K Sell
1,562
-133
-8% -$28.3K 0.06% 140
2025
Q3
$374K Buy
1,695
+2
+0.1% +$450 0.07% 141
2025
Q2
$388K Buy
1,693
+1
+0.1% +$232 0.07% 137
2025
Q1
$392K Buy
1,692
+2
+0.1% +$443 0.08% 137
2024
Q4
$341K Buy
1,690
+1
+0.1% +$215 0.07% 134
2024
Q3
$351K Sell
1,689
-85
-5% -$17.7K 0.07% 131
2024
Q2
$379K Buy
1,774
+1
+0.1% +$208 0.09% 123
2024
Q1
$378K Buy
1,773
+2
+0.1% +$393 0.09% 126
2023
Q4
$317K Buy
1,771
+2
+0.1% +$335 0.08% 129
2023
Q3
$270K Buy
1,769
+1
+0.1% +$162 0.07% 135
2023
Q2
$307K Buy
1,768
+2
+0.1% +$331 0.08% 127
2023
Q1
$288K Buy
1,766
+2
+0.1% +$306 0.08% 130
2022
Q4
$277K Buy
1,764
+2
+0.1% +$322 0.08% 131
2022
Q3
$282K Buy
1,762
+2
+0.1% +$330 0.09% 108
2022
Q2
$269K Buy
1,760
+1
+0.1% +$157 0.09% 107
2022
Q1
$279K Buy
1,759
+2
+0.1% +$303 0.09% 116
2021
Q4
$264K Buy
1,757
+1
+0.1% +$161 0.09% 119
2021
Q3
$262K Hold
1,756
0.1% 113
2021
Q2
$246K Sell
1,756
-572
-25% -$79.1K 0.1% 117
2021
Q1
$300K Buy
2,328
+1
+0% +$117 0.14% 79
2020
Q4
$274K Buy
2,327
+255
+12% +$29.7K 0.14% 77
2020
Q3
$234K Buy
2,072
+39
+2% +$4.31K 0.14% 81
2020
Q2
$215K Buy
+2,033
New +$205K 0.13% 81
2020
Q1
Sell
-5,581
Closed -$636K 79
2019
Q4
$636K Buy
5,581
+3,752
+205% +$424K 0.36% 44
2019
Q3
$210K Sell
1,829
-34
-2% -$3.97K 0.11% 73
2019
Q2
$215K Buy
1,863
+1
+0.1% +$109 0.12% 67
2019
Q1
$201K Sell
1,862
-602
-24% -$58.7K 0.11% 72
2018
Q4
$219K Buy
+2,464
New +$221K 0.13% 57

Other funds holding WM

Advisory Resource Group's WM Position: Q2 2026 in Review

Advisory Resource Group increased its Waste Management (WM) stake by 0.13% in Q2 2026, buying an estimated $445 and bringing the position to 1,591 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #155.

Advisory Resource Group first reported a position in WM in Q4 2018 and has held it in 30 quarters since. The position peaked at $636K in Q4 2019. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Advisory Resource Group held 1,591 shares of Waste Management worth $355K as of Q2 2026.
  • Advisory Resource Group bought 2 Waste Management shares in Q2 2026, an estimated $445.
  • Waste Management made up 0.05% of Advisory Resource Group's portfolio in Q2 2026, its #155 holding.
  • Advisory Resource Group first reported a position in Waste Management in Q4 2018 and has held it in 30 quarters since.
  • Advisory Resource Group's Waste Management position peaked at $636K in Q4 2019.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.