Bannerman Wealth Management Group’s Waste Management WM Stock Holding History

Bannerman Wealth Management Group’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	$362K	Sell	1,625 -22	-1%	-$4.89K	0.21%	28
2026 Q1	$378K	Buy	1,647 +37	+2%	+$8.5K	0.26%	28
2025 Q4	$354K	Buy	1,610 +25	+2%	+$5.33K	0.25%	27
2025 Q3	$350K	Sell	1,585 -17	-1%	-$3.83K	0.26%	28
2025 Q2	$367K	Buy	1,602 +40	+3%	+$9.28K	0.28%	29
2025 Q1	$362K	Buy	1,562 +24	+2%	+$5.32K	0.3%	25
2024 Q4	$310K	Buy	+1,538	New	+$330K	0.26%	24

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bannerman Wealth Management Group's WM Position: Q2 2026 in Review

Bannerman Wealth Management Group reduced its Waste Management (WM) stake by 1.3% in Q2 2026, selling an estimated $4.89K and leaving 1,625 shares worth $362K. The position accounts for 0.21% of the portfolio, ranked #28.

Bannerman Wealth Management Group first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $378K in Q1 2026. 1,132 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Bannerman Wealth Management Group held 1,625 shares of Waste Management worth $362K as of Q2 2026.
Bannerman Wealth Management Group sold 22 Waste Management shares in Q2 2026, an estimated $4.89K.
Waste Management made up 0.21% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #28 holding.
Bannerman Wealth Management Group first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
Bannerman Wealth Management Group's Waste Management position peaked at $378K in Q1 2026.
1,132 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.