Appleton Partners’s Waste Management WM Stock Holding History

Appleton Partners’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	$563K	Hold	2,528	–	–	0.03%	187
2026 Q1	$581K	Sell	2,528 -20	-0.8%	-$4.59K	0.04%	178
2025 Q4	$560K	Sell	2,548 -109	-4%	-$23.2K	0.04%	178
2025 Q3	$587K	Buy	2,657 +25	+0.9%	+$5.63K	0.04%	171
2025 Q2	$602K	Sell	2,632 -190	-7%	-$44.1K	0.04%	167
2025 Q1	$653K	Sell	2,822 -60	-2%	-$13.3K	0.05%	158
2024 Q4	$582K	Buy	2,882 +6	+0.2%	+$1.29K	0.04%	162
2024 Q3	$597K	Buy	2,876 +34	+1%	+$7.09K	0.04%	163
2024 Q2	$606K	Sell	2,842 -90	-3%	-$18.7K	0.05%	161
2024 Q1	$625K	Sell	2,932 -76	-3%	-$14.9K	0.05%	169
2023 Q4	$539K	Sell	3,008 -235	-7%	-$39.4K	0.04%	180
2023 Q3	$494K	Sell	3,243 -125	-4%	-$20.2K	0.04%	187
2023 Q2	$584K	Sell	3,368 -142	-4%	-$23.5K	0.05%	184
2023 Q1	$573K	Sell	3,510 -217	-6%	-$33.2K	0.05%	195
2022 Q4	$585K	Sell	3,727 -105	-3%	-$16.9K	0.06%	190
2022 Q3	$614K	Sell	3,832 -160	-4%	-$26.4K	0.06%	185
2022 Q2	$611K	Sell	3,992 -59	-1%	-$9.24K	0.06%	181
2022 Q1	$642K	Sell	4,051 -46	-1%	-$6.97K	0.05%	189
2021 Q4	$684K	Hold	4,097	–	–	0.05%	189
2021 Q3	$612K	Sell	4,097 -148	-3%	-$22.1K	0.05%	192
2021 Q2	$595K	Hold	4,245	–	–	0.05%	190
2021 Q1	$548K	Sell	4,245 -40	-0.9%	-$4.67K	0.05%	189
2020 Q4	$505K	Sell	4,285 -225	-5%	-$26.2K	0.05%	181
2020 Q3	$510K	Buy	4,510 +90	+2%	+$9.95K	0.06%	179
2020 Q2	$468K	Sell	4,420 -10	-0.2%	-$1.01K	0.06%	180
2020 Q1	$410K	Sell	4,430 -1,070	-19%	-$123K	0.06%	185
2019 Q4	$627K	Buy	5,500 +106	+2%	+$12K	0.07%	176
2019 Q3	$620K	Buy	5,394 +898	+20%	+$105K	0.07%	170
2019 Q2	$519K	Hold	4,496	–	–	0.06%	187
2019 Q1	$467K	Sell	4,496 -350	-7%	-$34.2K	0.06%	190
2018 Q4	$431K	Sell	4,846 -525	-10%	-$47.1K	0.06%	186
2018 Q3	$485K	Sell	5,371 -10	-0.2%	-$887	0.06%	190
2018 Q2	$438K	Hold	5,381	–	–	0.06%	195
2018 Q1	$453K	Sell	5,381 -215	-4%	-$18.4K	0.07%	189
2017 Q4	$483K	Hold	5,596	–	–	0.07%	180
2017 Q3	$438K	Hold	5,596	–	–	0.07%	175
2017 Q2	$410K	Hold	5,596	–	–	0.07%	182
2017 Q1	$408K	Sell	5,596 -320	-5%	-$22.8K	0.08%	177
2016 Q4	$420K	Buy	5,916 +996	+20%	+$66.6K	0.08%	158
2016 Q3	$314K	Sell	4,920 -503	-9%	-$32.9K	0.06%	174
2016 Q2	$359K	Hold	5,423	–	–	0.07%	159
2016 Q1	$320K	Sell	5,423 -115	-2%	-$6.35K	0.06%	171
2015 Q4	$296K	Sell	5,538 -372	-6%	-$19.8K	0.06%	185
2015 Q3	$294K	Buy	+5,910	New	+$294K	0.07%	171

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Appleton Partners's WM Position: Q2 2026 in Review

Appleton Partners held its Waste Management (WM) position steady in Q2 2026 at 2,528 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #187.

Appleton Partners first reported a position in WM in Q3 2015 and has held it in 44 quarters since. The position peaked at $684K in Q4 2021. 564 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Appleton Partners held 2,528 shares of Waste Management worth $563K as of Q2 2026.
Appleton Partners left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #187 holding.
Appleton Partners first reported a position in Waste Management in Q3 2015 and has held it in 44 quarters since.
Appleton Partners's Waste Management position peaked at $684K in Q4 2021.
564 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.