Albion Financial 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
$67.8K Hold
304
﹤0.01% 257
2026
Q1
$69.9K Buy
304
+100
+49% +$23K ﹤0.01% 241
2025
Q4
$44.8K Sell
204
-9
-4% -$1.92K ﹤0.01% 262
2025
Q3
$47K Sell
213
-231
-52% -$52K ﹤0.01% 262
2025
Q2
$102K Buy
+444
New +$103K 0.01% 192
2025
Q1
Sell
-45
Closed -$9.08K 696
2024
Q4
$9.08K Hold
45
﹤0.01% 414
2024
Q3
$9.34K Hold
45
﹤0.01% 340
2024
Q2
$9.6K Hold
45
﹤0.01% 337
2024
Q1
$9.59K Hold
45
﹤0.01% 322
2023
Q4
$8.06K Hold
45
﹤0.01% 321
2023
Q3
$6.86K Buy
+45
New +$7.28K ﹤0.01% 317
2022
Q4
Sell
-128
Closed -$21K 500
2022
Q3
$21K Hold
128
﹤0.01% 257
2022
Q2
$20K Buy
128
+1
+0.8% +$157 ﹤0.01% 271
2022
Q1
$20K Sell
127
-720
-85% -$109K ﹤0.01% 319
2021
Q4
$141K Buy
847
+721
+572% +$116K 0.01% 229
2021
Q3
$19K Hold
126
﹤0.01% 331
2021
Q2
$18K Buy
+126
New +$17.4K ﹤0.01% 338
2020
Q4
$15K Buy
+125
New +$14.6K ﹤0.01% 327
2020
Q1
Sell
-1,791
Closed -$204K 224
2019
Q4
$204K Hold
1,791
0.02% 198
2019
Q3
$206K Sell
1,791
-709
-28% -$82.8K 0.03% 190
2019
Q2
$288K Buy
2,500
+169
+7% +$18.3K 0.04% 168
2019
Q1
$242K Buy
2,331
+1
+0% +$98 0.03% 174
2018
Q4
$207K Buy
2,330
+1
+0% +$90 0.03% 179
2018
Q3
$210K Buy
+2,329
New +$207K 0.03% 185
2018
Q1
Sell
-2,327
Closed -$201K 200
2017
Q4
$201K Buy
+2,327
New +$189K 0.03% 183

Other funds holding WM

Albion Financial Group's WM Position: Q2 2026 in Review

Albion Financial Group held its Waste Management (WM) position steady in Q2 2026 at 304 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Albion Financial Group first reported a position in WM in Q4 2017 and has held it in 25 quarters since. The position peaked at $288K in Q2 2019. 558 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Albion Financial Group held 304 shares of Waste Management worth $67.8K as of Q2 2026.
  • Albion Financial Group left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #257 holding.
  • Albion Financial Group first reported a position in Waste Management in Q4 2017 and has held it in 25 quarters since.
  • Albion Financial Group's Waste Management position peaked at $288K in Q2 2019.
  • 558 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.