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Aull & Monroe Investment Management’s Waste Management WM Stock Holding History

Aull & Monroe Investment Management’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 		$2.98M Buy
13,379
+35
+0.3% +$7.78K 1.25% 26
2026
Q1 		$3.07M Sell
13,344
-150
-1% -$34.5K 1.42% 23
2025
Q4 		$2.96M Buy
13,494
+31
+0.2% +$6.61K 1.49% 24
2025
Q3 		$2.97M Sell
13,463
-200
-1% -$45K 1.52% 21
2025
Q2 		$3.13M Sell
13,663
-2,334
-15% -$541K 1.68% 19
2025
Q1 		$3.7M Sell
15,997
-67
-0.4% -$14.8K 1.84% 20
2024
Q4 		$3.24M Sell
16,064
-530
-3% -$114K 1.65% 21
2024
Q3 		$3.44M Hold
16,594
– – 1.6% 21
2024
Q2 		$3.54M Sell
16,594
-750
-4% -$156K 1.73% 16
2024
Q1 		$3.7M Hold
17,344
– – 1.69% 19
2023
Q4 		$3.11M Hold
17,344
– – 1.53% 22
2023
Q3 		$2.64M Hold
17,344
– – 1.38% 24
2023
Q2 		$3.01M Sell
17,344
-100
-0.6% -$16.5K 1.51% 20
2023
Q1 		$2.85M Sell
17,444
-368
-2% -$56.4K 1.45% 21
2022
Q4 		$2.79M Sell
17,812
-400
-2% -$64.4K 1.39% 23
2022
Q3 		$2.92M Sell
18,212
-100
-0.5% -$16.5K 1.6% 21
2022
Q2 		$2.8M Sell
18,312
-200
-1% -$31.3K 1.42% 23
2022
Q1 		$2.93M Sell
18,512
-250
-1% -$37.9K 1.32% 26
2021
Q4 		$3.13M Sell
18,762
-400
-2% -$64.3K 1.4% 26
2021
Q3 		$2.86M Sell
19,162
-100
-0.5% -$15K 1.41% 25
2021
Q2 		$2.7M Hold
19,262
– – 1.28% 28
2021
Q1 		$2.48M Sell
19,262
-550
-3% -$64.3K 1.21% 29
2020
Q4 		$2.34M Sell
19,812
-300
-1% -$35K 1.24% 29
2020
Q3 		$2.28M Sell
20,112
-450
-2% -$49.7K 1.34% 23
2020
Q2 		$2.18M Sell
20,562
-1,500
-7% -$151K 1.35% 22
2020
Q1 		$2.04M Sell
22,062
-1,100
-5% -$126K 1.37% 22
2019
Q4 		$2.64M Sell
23,162
-100
-0.4% -$11.3K 1.34% 24
2019
Q3 		$2.67M Sell
23,262
-850
-4% -$99.3K 1.41% 22
2019
Q2 		$2.78M Sell
24,112
-650
-3% -$70.5K 1.48% 20
2019
Q1 		$2.57M Sell
24,762
-1,850
-7% -$181K 1.38% 21
2018
Q4 		$2.37M Sell
26,612
-1,850
-6% -$166K 1.35% 24
2018
Q3 		$2.57M Buy
28,462
+100
+0.4% +$8.87K 1.24% 27
2018
Q2 		$2.31M Sell
28,362
-500
-2% -$41.4K 1.18% 27
2018
Q1 		$2.43M Sell
28,862
-600
-2% -$51.5K 1.27% 25
2017
Q4 		$2.54M Sell
29,462
-400
-1% -$32.6K 1.28% 24
2017
Q3 		$2.34M Sell
29,862
-100
-0.3% -$7.6K 1.2% 30
2017
Q2 		$2.2M Sell
29,962
-100
-0.3% -$7.28K 1.17% 29
2017
Q1 		$2.19M Sell
30,062
-350
-1% -$25K 1.17% 27
2016
Q4 		$2.16M Sell
30,412
-150
-0.5% -$10K 1.21% 27
2016
Q3 		$1.95M Sell
30,562
-750
-2% -$49K 1.12% 30
2016
Q2 		$2.08M Sell
31,312
-774
-2% -$46.8K 1.19% 29
2016
Q1 		$1.89M Sell
32,086
-300
-0.9% -$16.6K 1.14% 30
2015
Q4 		$1.73M Hold
32,386
– – 1.07% 33
2015
Q3 		$1.61M Sell
32,386
-68
-0.2% -$3.39K 1.04% 35
2015
Q2 		$1.63M Sell
32,454
-744
-2% -$37.4K 0.96% 38
2015
Q1 		$1.8M Sell
33,198
-550
-2% -$29.3K 1.01% 34
2014
Q4 		$1.73M Sell
33,748
-3,000
-8% -$146K 0.94% 39
2014
Q3 		$1.75M Buy
36,748
+998
+3% +$45.7K 0.93% 43
2014
Q2 		$1.6M Hold
35,750
– – 0.85% 44
2014
Q1 		$1.5M Sell
35,750
-500
-1% -$21K 0.86% 43
2013
Q4 		$1.63M Hold
36,250
– – 0.95% 42
2013
Q3 		$1.49M Hold
36,250
– – 0.97% 40
2013
Q2 		$1.46M Buy
+36,250
New +$1.46M 0.98% 39

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aull & Monroe Investment Management's WM Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Waste Management (WM) stake by 0.26% in Q2 2026, buying an estimated $7.78K and bringing the position to 13,379 shares worth $2.98M. The position accounts for 1.25% of the portfolio, ranked #26.

Aull & Monroe Investment Management first reported a position in WM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.7M in Q1 2025. 458 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Aull & Monroe Investment Management held 13,379 shares of Waste Management worth $2.98M as of Q2 2026.
  • Aull & Monroe Investment Management bought 35 Waste Management shares in Q2 2026, an estimated $7.78K.
  • Waste Management made up 1.25% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #26 holding.
  • Aull & Monroe Investment Management first reported a position in Waste Management in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's Waste Management position peaked at $3.7M in Q1 2025.
  • 458 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.