Baker Boyer National Bank’s Waste Management WM Stock Holding History

Baker Boyer National Bank’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	$441K	Hold	1,979	–	–	0.12%	59
2026 Q1	$455K	Sell	1,979 -10	-0.5%	-$2.3K	0.14%	55
2025 Q4	$437K	Buy	1,989 +10	+0.5%	+$2.13K	0.13%	57
2025 Q3	$437K	Hold	1,979	–	–	0.15%	53
2025 Q2	$453K	Hold	1,979	–	–	0.16%	48
2025 Q1	$458K	Hold	1,979	–	–	0.17%	46
2024 Q4	$399K	Hold	1,979	–	–	0.14%	56
2024 Q3	$411K	Hold	1,979	–	–	0.14%	54
2024 Q2	$422K	Hold	1,979	–	–	0.15%	49
2024 Q1	$422K	Hold	1,979	–	–	0.15%	58
2023 Q4	$354K	Hold	1,979	–	–	0.13%	62
2023 Q3	$302K	Hold	1,979	–	–	0.12%	71
2023 Q2	$343K	Hold	1,979	–	–	0.13%	62
2023 Q1	$323K	Buy	1,979 +94	+5%	+$14.4K	0.12%	62
2022 Q4	$296K	Hold	1,885	–	–	0.12%	66
2022 Q3	$302K	Hold	1,885	–	–	0.13%	59
2022 Q2	$288K	Hold	1,885	–	–	0.15%	68
2022 Q1	$299K	Hold	1,885	–	–	0.14%	73
2021 Q4	$315K	Buy	+1,885	New	+$303K	0.14%	71
2021 Q2	$288K	Buy	+1,885	New	+$261K	0.15%	68

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Baker Boyer National Bank's WM Position: Q2 2026 in Review

Baker Boyer National Bank held its Waste Management (WM) position steady in Q2 2026 at 1,979 shares worth $441K. The position accounts for 0.12% of the portfolio, ranked #59.

Baker Boyer National Bank first reported a position in WM in Q2 2021 and has held it in 20 quarters since. The position peaked at $458K in Q1 2025. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Baker Boyer National Bank held 1,979 shares of Waste Management worth $441K as of Q2 2026.
Baker Boyer National Bank left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.12% of Baker Boyer National Bank's portfolio in Q2 2026, its #59 holding.
Baker Boyer National Bank first reported a position in Waste Management in Q2 2021 and has held it in 20 quarters since.
Baker Boyer National Bank's Waste Management position peaked at $458K in Q1 2025.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.