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Alliance Wealth Advisors (Pennsylvania)’s Waste Management WM Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$630K Hold
2,825
– – 0.2% 69
2026
Q1 		$649K Hold
2,825
– – 0.28% 54
2025
Q4 		$621K Hold
2,825
– – 0.27% 59
2025
Q3 		$624K Sell
2,825
-500
-15% -$113K 0.28% 59
2025
Q2 		$761K Hold
3,325
– – 0.39% 44
2025
Q1 		$770K Hold
3,325
– – 0.44% 40
2024
Q4 		$671K Hold
3,325
– – 0.38% 53
2024
Q3 		$690K Hold
3,325
– – 0.39% 50
2024
Q2 		$709K Hold
3,325
– – 0.45% 44
2024
Q1 		$709K Hold
3,325
– – 0.45% 44
2023
Q4 		$596K Hold
3,325
– – 0.39% 49
2023
Q3 		$507K Sell
3,325
-60
-2% -$9.71K 0.37% 54
2023
Q2 		$587K Sell
3,385
-250
-7% -$41.3K 0.42% 52
2023
Q1 		$593K Hold
3,635
– – 0.44% 50
2022
Q4 		$570K Sell
3,635
-90
-2% -$14.5K 0.48% 48
2022
Q3 		$597K Sell
3,725
-165
-4% -$27.2K 0.56% 40
2022
Q2 		$595K Hold
3,890
– – 0.51% 46
2022
Q1 		$617K Sell
3,890
-10
-0.3% -$1.52K 0.51% 47
2021
Q4 		$651K Hold
3,900
– – 0.53% 46
2021
Q3 		$583K Buy
3,900
+10
+0.3% +$1.5K 0.52% 50
2021
Q2 		$545K Hold
3,890
– – 0.49% 54
2021
Q1 		$502K Hold
3,890
– – 0.5% 52
2020
Q4 		$459K Buy
+3,890
New +$454K 0.48% 54

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s WM Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its Waste Management (WM) position steady in Q2 2026 at 2,825 shares worth $630K. The position accounts for 0.2% of the portfolio, ranked #69.

Alliance Wealth Advisors (Pennsylvania) first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $770K in Q1 2025. 387 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 2,825 shares of Waste Management worth $630K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.2% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #69 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Waste Management position peaked at $770K in Q1 2025.
  • 387 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.