Brentview Investment Management’s Waste Management WM Stock Holding History

Brentview 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	$5.45M	Buy	24,444 +676	+3%	+$150K	2.16%	25
2026 Q1	$5.46M	Buy	23,768 +931	+4%	+$214K	2.36%	20
2025 Q4	$5.02M	Buy	22,837 +83	+0.4%	+$17.7K	2.27%	22
2025 Q3	$5.02M	Buy	22,754 +1,083	+5%	+$244K	2.29%	21
2025 Q2	$4.96M	Buy	21,671 +5,685	+36%	+$1.32M	2.5%	15
2025 Q1	$3.7M	Buy	+15,986	New	+$3.54M	1.97%	27

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Brentview Investment Management's WM Position: Q2 2026 in Review

Brentview Investment Management increased its Waste Management (WM) stake by 2.8% in Q2 2026, buying an estimated $150K and bringing the position to 24,444 shares worth $5.45M. The position accounts for 2.16% of the portfolio, ranked #25.

Brentview Investment Management first reported a position in WM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.46M in Q1 2026. 1,096 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Brentview Investment Management held 24,444 shares of Waste Management worth $5.45M as of Q2 2026.
Brentview Investment Management bought 676 Waste Management shares in Q2 2026, an estimated $150K.
Waste Management made up 2.16% of Brentview Investment Management's portfolio in Q2 2026, its #25 holding.
Brentview Investment Management first reported a position in Waste Management in Q1 2025 and has held it in 6 quarters since.
Brentview Investment Management's Waste Management position peaked at $5.46M in Q1 2026.
1,096 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Brentview Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.