Albion Financial Group
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Albion Financial Group’s Waste Management WM Stock Holding History

Albion Financial Group’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$84.6K Buy
415
+111
+37% +$24.9K ﹤0.01% 242
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 		$9.6K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Albion Financial Group's WM Position: Q3 2026 in Review

Albion Financial Group increased its Waste Management (WM) stake by 37% in Q3 2026, buying an estimated $24.9K and bringing the position to 415 shares worth $84.6K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Albion Financial Group first reported a position in WM in Q4 2017 and has held it in 26 quarters since. The position peaked at $288K in Q2 2019. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Albion Financial Group held 415 shares of Waste Management worth $84.6K as of Q3 2026.
  • Albion Financial Group bought 111 Waste Management shares in Q3 2026, an estimated $24.9K.
  • Waste Management made up ﹤0.01% of Albion Financial Group's portfolio in Q3 2026, its #242 holding.
  • Albion Financial Group first reported a position in Waste Management in Q4 2017 and has held it in 26 quarters since.
  • Albion Financial Group's Waste Management position peaked at $288K in Q2 2019.
  • 2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Albion Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.