Annex Advisory Services
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Annex Advisory Services’s Waste Management WM Stock Holding History

Annex Advisory Services’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 		$4.11M Buy
20,175
+303
+2% +$67.9K 0.07% 111
2026
Q2 		$4.43M Sell
19,872
-74
-0.4% -$16.5K 0.08% 112
2026
Q1 		$4.58M Sell
19,946
-6,452
-24% -$1.48M 0.09% 109
2025
Q4 		$5.8M Buy
26,398
+457
+2% +$97.4K 0.11% 105
2025
Q3 		$5.73M Buy
25,941
+131
+0.5% +$29.5K 0.12% 93
2025
Q2 		$5.91M Buy
25,810
+23,432
+985% +$5.44M 0.14% 84
2025
Q1 		$551K Buy
2,378
+907
+62% +$201K 0.02% 203
2024
Q4 		$297K Buy
1,471
+1
+0.1% +$215 0.01% 253
2024
Q3 		$305K Sell
1,470
-126
-8% -$26.3K 0.01% 229
2024
Q2 		$341K Sell
1,596
-447
-22% -$92.9K 0.01% 215
2024
Q1 		$436K Buy
2,043
+681
+50% +$134K 0.02% 191
2023
Q4 		$244K Sell
1,362
-295
-18% -$49.5K 0.01% 233
2023
Q3 		$253K Buy
+1,657
New +$268K 0.02% 216
2022
Q3 		– Sell
-1,549
Closed -$237K – 264
2022
Q2 		$237K Buy
1,549
+127
+9% +$19.9K 0.02% 223
2022
Q1 		$225K Buy
1,422
+8
+0.6% +$1.21K 0.02% 226
2021
Q4 		$236K Buy
1,414
+48
+4% +$7.72K 0.02% 220
2021
Q3 		$204K Buy
+1,366
New +$204K 0.02% 202

Other funds holding WM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Annex Advisory Services's WM Position: Q3 2026 in Review

Annex Advisory Services increased its Waste Management (WM) stake by 1.5% in Q3 2026, buying an estimated $67.9K and bringing the position to 20,175 shares worth $4.11M. The position accounts for 0.07% of the portfolio, ranked #111.

Annex Advisory Services first reported a position in WM in Q3 2021 and has held it in 17 quarters since. The position peaked at $5.91M in Q2 2025. 428 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Annex Advisory Services held 20,175 shares of Waste Management worth $4.11M as of Q3 2026.
  • Annex Advisory Services bought 303 Waste Management shares in Q3 2026, an estimated $67.9K.
  • Waste Management made up 0.07% of Annex Advisory Services's portfolio in Q3 2026, its #111 holding.
  • Annex Advisory Services first reported a position in Waste Management in Q3 2021 and has held it in 17 quarters since.
  • Annex Advisory Services's Waste Management position peaked at $5.91M in Q2 2025.
  • 428 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.