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Beese Fulmer Investment Management’s Waste Management WM Stock Holding History

Beese Fulmer 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 		– Sell
-1,737
Closed -$399K – 493
2026
Q1 		$399K Sell
1,737
-191
-10% -$43.9K 0.03% 245
2025
Q4 		$424K Sell
1,928
-110
-5% -$23.4K 0.03% 219
2025
Q3 		$450K Sell
2,038
-26
-1% -$5.86K 0.03% 200
2025
Q2 		$472K Buy
2,064
+429
+26% +$99.5K 0.04% 189
2025
Q1 		$379K Hold
1,635
– – 0.03% 178
2024
Q4 		$330K Hold
1,635
– – 0.03% 186
2024
Q3 		$339K Hold
1,635
– – 0.03% 182
2024
Q2 		$349K Hold
1,635
– – 0.03% 174
2024
Q1 		$349K Sell
1,635
-249
-13% -$48.9K 0.03% 176
2023
Q4 		$337K Hold
1,884
– – 0.03% 176
2023
Q3 		$287K Sell
1,884
-200
-10% -$32.4K 0.03% 180
2023
Q2 		$361K Hold
2,084
– – 0.04% 169
2023
Q1 		$340K Sell
2,084
-21
-1% -$3.22K 0.04% 170
2022
Q4 		$330K Hold
2,105
– – 0.04% 175
2022
Q3 		$337K Sell
2,105
-55
-3% -$9.08K 0.05% 164
2022
Q2 		$330K Buy
2,160
+55
+3% +$8.62K 0.04% 173
2022
Q1 		$334K Buy
2,105
+21
+1% +$3.18K 0.04% 179
2021
Q4 		$348K Hold
2,084
– – 0.04% 179
2021
Q3 		$311K Hold
2,084
– – 0.04% 187
2021
Q2 		$292K Buy
2,084
+34
+2% +$4.7K 0.03% 185
2021
Q1 		$264K Hold
2,050
– – 0.03% 185
2020
Q4 		$242K Hold
2,050
– – 0.03% 183
2020
Q3 		$232K Hold
2,050
– – 0.03% 173
2020
Q2 		$217K Buy
+2,050
New +$207K 0.03% 176
2020
Q1 		– Sell
-2,050
Closed -$234K – 202
2019
Q4 		$234K Hold
2,050
– – 0.03% 180
2019
Q3 		$236K Hold
2,050
– – 0.04% 181
2019
Q2 		$237K Hold
2,050
– – 0.04% 156
2019
Q1 		$213K Buy
+2,050
New +$200K 0.04% 165
2018
Q4 		– Sell
-2,225
Closed -$201K – 188
2018
Q3 		$201K Buy
+2,225
New +$197K 0.04% 182

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Beese Fulmer Investment Management's WM Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Waste Management (WM) in Q2 2026, closing a stake of 1,737 shares — an estimated $399K sold.

Beese Fulmer Investment Management first reported a position in WM in Q3 2018 and held it in 29 quarters. The position peaked at $472K in Q2 2025. 977 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,737 Waste Management shares in Q2 2026, an estimated $399K.
  • Beese Fulmer Investment Management first reported a position in Waste Management in Q3 2018 and held it in 29 quarters.
  • Beese Fulmer Investment Management's Waste Management position peaked at $472K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.