Bond & Devick Financial Network’s Waste Management WM Stock Holding History

Bond & Devick Financial Network’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	$772K	Hold	3,465	–	–	0.19%	77
2026 Q1	$796K	Hold	3,465	–	–	0.22%	69
2025 Q4	$761K	Hold	3,465	–	–	0.21%	66
2025 Q3	$765K	Buy	3,465 +65	+2%	+$14.6K	0.23%	64
2025 Q2	$778K	Buy	3,400 +1,000	+42%	+$232K	0.26%	64
2025 Q1	$556K	Hold	2,400	–	–	0.2%	74
2024 Q4	$498K	Hold	2,400	–	–	0.21%	85
2024 Q3	$498K	Hold	2,400	–	–	0.21%	85
2024 Q2	$512K	Hold	2,400	–	–	0.27%	70
2024 Q1	$512K	Hold	2,400	–	–	0.28%	72
2023 Q4	$430K	Hold	2,400	–	–	0.24%	78
2023 Q3	$366K	Hold	2,400	–	–	0.24%	79
2023 Q2	$416K	Hold	2,400	–	–	0.26%	76
2023 Q1	$392K	Hold	2,400	–	–	0.25%	79
2022 Q4	$377K	Hold	2,400	–	–	0.27%	80
2022 Q3	$385K	Hold	2,400	–	–	0.32%	65
2022 Q2	$367K	Hold	2,400	–	–	0.32%	74
2022 Q1	$380K	Sell	2,400 -50	-2%	-$7.58K	0.3%	75
2021 Q4	$409K	Hold	2,450	–	–	0.31%	74
2021 Q3	$366K	Hold	2,450	–	–	0.3%	72
2021 Q2	$343K	Sell	2,450 -50	-2%	-$6.91K	0.28%	77
2021 Q1	$323K	Hold	2,500	–	–	0.3%	76
2020 Q4	$295K	Buy	+2,500	New	+$292K	0.34%	72

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bond & Devick Financial Network's WM Position: Q2 2026 in Review

Bond & Devick Financial Network held its Waste Management (WM) position steady in Q2 2026 at 3,465 shares worth $772K. The position accounts for 0.19% of the portfolio, ranked #77.

Bond & Devick Financial Network first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $796K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Bond & Devick Financial Network held 3,465 shares of Waste Management worth $772K as of Q2 2026.
Bond & Devick Financial Network left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.19% of Bond & Devick Financial Network's portfolio in Q2 2026, its #77 holding.
Bond & Devick Financial Network first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
Bond & Devick Financial Network's Waste Management position peaked at $796K in Q1 2026.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.