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Allen Mooney & Barnes Investment Advisors’s Waste Management WM Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$346K Buy
1,552
+3
+0.2% +$667 0.05% 121
2026
Q1 		$356K Buy
1,549
+1
+0.1% +$230 0.05% 120
2025
Q4 		$340K Buy
1,548
+104
+7% +$22.2K 0.05% 124
2025
Q3 		$319K Sell
1,444
-998
-41% -$225K 0.05% 127
2025
Q2 		$559K Buy
2,442
+2
+0.1% +$464 0.09% 97
2025
Q1 		$565K Sell
2,440
-56
-2% -$12.4K 0.09% 94
2024
Q4 		$504K Sell
2,496
-1,829
-42% -$393K 0.09% 101
2024
Q3 		$898K Sell
4,325
-386
-8% -$80.5K 0.15% 77
2024
Q2 		$1.01M Buy
4,711
+496
+12% +$103K 0.18% 69
2024
Q1 		$868K Sell
4,215
-277
-6% -$54.4K 0.17% 76
2023
Q4 		$804K Buy
4,492
+10
+0.2% +$1.68K 0.15% 77
2023
Q3 		$683K Buy
4,482
+10
+0.2% +$1.62K 0.15% 78
2023
Q2 		$776K Buy
4,472
+10
+0.2% +$1.65K 0.17% 71
2023
Q1 		$728K Sell
4,462
-256
-5% -$39.2K 0.17% 72
2022
Q4 		$740K Buy
4,718
+9
+0.2% +$1.45K 0.18% 73
2022
Q3 		$754K Sell
4,709
-241
-5% -$39.8K 0.2% 69
2022
Q2 		$757K Buy
4,950
+12
+0.2% +$1.88K 0.19% 75
2022
Q1 		$783K Buy
+4,938
New +$749K 0.17% 78

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's WM Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Waste Management (WM) stake by 0.19% in Q2 2026, buying an estimated $667 and bringing the position to 1,552 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #121.

Allen Mooney & Barnes Investment Advisors first reported a position in WM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.01M in Q2 2024. 887 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 1,552 shares of Waste Management worth $346K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 3 Waste Management shares in Q2 2026, an estimated $667.
  • Waste Management made up 0.05% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Waste Management in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Waste Management position peaked at $1.01M in Q2 2024.
  • 887 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.