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Allegheny Financial Group’s Waste Management WM Stock Holding History

Allegheny 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
Q2 		$476K Buy
2,133
+92
+5% +$20.5K 0.05% 177
2026
Q1 		$469K Buy
2,041
+19
+0.9% +$4.37K 0.06% 160
2025
Q4 		$444K Sell
2,022
-46
-2% -$9.8K 0.07% 156
2025
Q3 		$457K Buy
2,068
+47
+2% +$10.6K 0.09% 147
2025
Q2 		$463K Buy
2,021
+7
+0.3% +$1.62K 0.1% 141
2025
Q1 		$466K Buy
2,014
+500
+33% +$111K 0.12% 134
2024
Q4 		$306K Hold
1,514
– – 0.08% 178
2024
Q3 		$314K Buy
+1,514
New +$316K 0.08% 188

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Allegheny Financial Group increased its Waste Management (WM) stake by 4.5% in Q2 2026, buying an estimated $20.5K and bringing the position to 2,133 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #177.

Allegheny Financial Group first reported a position in WM in Q3 2024 and has held it in 8 quarters since. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Allegheny Financial Group held 2,133 shares of Waste Management worth $476K as of Q2 2026.
  • Allegheny Financial Group bought 92 Waste Management shares in Q2 2026, an estimated $20.5K.
  • Waste Management made up 0.05% of Allegheny Financial Group's portfolio in Q2 2026, its #177 holding.
  • Allegheny Financial Group first reported a position in Waste Management in Q3 2024 and has held it in 8 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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