BB
WM icon

Berkshire Bank’s Waste Management WM Stock Holding History

Berkshire 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 		$404K Sell
1,811
-154
-8% -$34.3K 0.08% 117
2026
Q1 		$452K Sell
1,965
-49
-2% -$11.3K 0.09% 110
2025
Q4 		$442K Sell
2,014
-1,243
-38% -$265K 0.09% 109
2025
Q3 		$719K Sell
3,257
-164
-5% -$36.9K 0.15% 82
2025
Q2 		$783K Hold
3,421
– – 0.18% 80
2025
Q1 		$792K Sell
3,421
-135
-4% -$29.9K 0.19% 79
2024
Q4 		$718K Buy
3,556
+20
+0.6% +$4.3K 0.17% 84
2024
Q3 		$734K Buy
3,536
+80
+2% +$16.7K 0.17% 84
2024
Q2 		$737K Sell
3,456
-218
-6% -$45.3K 0.19% 77
2024
Q1 		$783K Buy
3,674
+35
+1% +$6.88K 0.19% 79
2023
Q4 		$652K Buy
3,639
+517
+17% +$86.7K 0.17% 86
2023
Q3 		$476K Buy
3,122
+126
+4% +$20.4K 0.14% 94
2023
Q2 		$520K Buy
2,996
+575
+24% +$95.1K 0.14% 92
2023
Q1 		$395K Sell
2,421
-100
-4% -$15.3K 0.12% 100
2022
Q4 		$395K Buy
2,521
+370
+17% +$59.5K 0.12% 98
2022
Q3 		$345K Buy
2,151
+363
+20% +$59.9K 0.11% 102
2022
Q2 		$273K Buy
1,788
+321
+22% +$50.3K 0.08% 119
2022
Q1 		$233K Buy
+1,467
New +$222K 0.06% 131

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
Vontobel Holding
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Berkshire Bank's WM Position: Q2 2026 in Review

Berkshire Bank reduced its Waste Management (WM) stake by 7.8% in Q2 2026, selling an estimated $34.3K and leaving 1,811 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #117.

Berkshire Bank first reported a position in WM in Q1 2022 and has held it in 18 quarters since. The position peaked at $792K in Q1 2025. 1,152 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Berkshire Bank held 1,811 shares of Waste Management worth $404K as of Q2 2026.
  • Berkshire Bank sold 154 Waste Management shares in Q2 2026, an estimated $34.3K.
  • Waste Management made up 0.08% of Berkshire Bank's portfolio in Q2 2026, its #117 holding.
  • Berkshire Bank first reported a position in Waste Management in Q1 2022 and has held it in 18 quarters since.
  • Berkshire Bank's Waste Management position peaked at $792K in Q1 2025.
  • 1,152 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.