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Berger Financial Group’s Waste Management WM Stock Holding History

Berger Financial 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 		$243K Sell
1,090
-392
-26% -$87.2K 0.01% 422
2026
Q1 		$341K Sell
1,482
-11
-0.7% -$2.53K 0.02% 349
2025
Q4 		$328K Buy
1,493
+33
+2% +$7.03K 0.02% 353
2025
Q3 		$322K Sell
1,460
-24
-2% -$5.41K 0.02% 340
2025
Q2 		$340K Sell
1,484
-48
-3% -$11.1K 0.02% 319
2025
Q1 		$355K Buy
1,532
+4
+0.3% +$886 0.02% 307
2024
Q4 		$308K Sell
1,528
-34
-2% -$7.3K 0.02% 316
2024
Q3 		$324K Buy
1,562
+8
+0.5% +$1.67K 0.02% 291
2024
Q2 		$332K Sell
1,554
-191
-11% -$39.7K 0.03% 264
2024
Q1 		$372K Buy
1,745
+290
+20% +$57K 0.03% 246
2023
Q4 		$261K Buy
1,455
+1
+0.1% +$168 0.03% 257
2023
Q3 		$222K Sell
1,454
-54
-4% -$8.74K 0.03% 257
2023
Q2 		$261K Buy
1,508
+2
+0.1% +$331 0.03% 236
2023
Q1 		$246K Buy
1,506
+1
+0.1% +$153 0.03% 236
2022
Q4 		$236K Sell
1,505
-28
-2% -$4.5K 0.03% 233
2022
Q3 		$246K Buy
1,533
+1
+0.1% +$165 0.04% 209
2022
Q2 		$234K Sell
1,532
-80
-5% -$12.5K 0.03% 211
2022
Q1 		$255K Buy
1,612
+65
+4% +$9.85K 0.03% 230
2021
Q4 		$258K Buy
+1,547
New +$249K 0.03% 227

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Berger Financial Group's WM Position: Q2 2026 in Review

Berger Financial Group reduced its Waste Management (WM) stake by 26% in Q2 2026, selling an estimated $87.2K and leaving 1,090 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #422.

Berger Financial Group first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $372K in Q1 2024. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Berger Financial Group held 1,090 shares of Waste Management worth $243K as of Q2 2026.
  • Berger Financial Group sold 392 Waste Management shares in Q2 2026, an estimated $87.2K.
  • Waste Management made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #422 holding.
  • Berger Financial Group first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Berger Financial Group's Waste Management position peaked at $372K in Q1 2024.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.