Burney Company’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$306K Buy
1,375
+1
+0.1% +$222 0.01% 532
2026
Q1
$316K Sell
1,374
-442
-24% -$102K 0.01% 498
2025
Q4
$399K Sell
1,816
-957
-35% -$204K 0.01% 475
2025
Q3
$612K Sell
2,773
-1,492
-35% -$336K 0.02% 385
2025
Q2
$976K Buy
4,265
+164
+4% +$38K 0.03% 311
2025
Q1
$949K Buy
4,101
+2,061
+101% +$456K 0.03% 319
2024
Q4
$412K Buy
2,040
+646
+46% +$139K 0.01% 454
2024
Q3
$289K Buy
1,394
+75
+6% +$15.6K 0.01% 523
2024
Q2
$281K Sell
1,319
-600
-31% -$125K 0.01% 525
2024
Q1
$409K Buy
1,919
+15
+0.8% +$2.95K 0.02% 475
2023
Q4
$341K Sell
1,904
-375
-16% -$62.9K 0.01% 476
2023
Q3
$347K Hold
2,279
0.02% 455
2023
Q2
$395K Sell
2,279
-6
-0.3% -$992 0.02% 447
2023
Q1
$373K Sell
2,285
-920
-29% -$141K 0.02% 451
2022
Q4
$503K Sell
3,205
-600
-16% -$96.5K 0.03% 396
2022
Q3
$610K Buy
3,805
+450
+13% +$74.3K 0.03% 374
2022
Q2
$513K Sell
3,355
-170
-5% -$26.6K 0.03% 406
2022
Q1
$559K Buy
3,525
+35
+1% +$5.31K 0.03% 410
2021
Q4
$582K Sell
3,490
-77
-2% -$12.4K 0.03% 409
2021
Q3
$533K Buy
3,567
+77
+2% +$11.5K 0.03% 402
2021
Q2
$489K Hold
3,490
0.02% 426
2021
Q1
$450K Buy
3,490
+950
+37% +$111K 0.02% 420
2020
Q4
$300K Sell
2,540
-575
-18% -$67.1K 0.02% 445
2020
Q3
$353K Hold
3,115
0.02% 392
2020
Q2
$330K Sell
3,115
-248
-7% -$25K 0.02% 389
2020
Q1
$311K Buy
3,363
+415
+14% +$47.6K 0.02% 352
2019
Q4
$336K Sell
2,948
-3
-0.1% -$339 0.02% 381
2019
Q3
$339K Sell
2,951
-685
-19% -$80K 0.02% 359
2019
Q2
$420K Sell
3,636
-3,004
-45% -$326K 0.03% 344
2019
Q1
$690K Buy
6,640
+1,420
+27% +$139K 0.04% 300
2018
Q4
$465K Buy
5,220
+1,754
+51% +$157K 0.03% 314
2018
Q3
$313K Sell
3,466
-2,686
-44% -$238K 0.02% 374
2018
Q2
$500K Buy
+6,152
New +$509K 0.03% 318

Other funds holding WM

Burney Company's WM Position: Q2 2026 in Review

Burney Company increased its Waste Management (WM) stake by 0.07% in Q2 2026, buying an estimated $222 and bringing the position to 1,375 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #532.

Burney Company first reported a position in WM in Q2 2018 and has held it in 33 quarters since. The position peaked at $976K in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Burney Company held 1,375 shares of Waste Management worth $306K as of Q2 2026.
  • Burney Company bought 1 Waste Management share in Q2 2026, an estimated $222.
  • Waste Management made up 0.01% of Burney Company's portfolio in Q2 2026, its #532 holding.
  • Burney Company first reported a position in Waste Management in Q2 2018 and has held it in 33 quarters since.
  • Burney Company's Waste Management position peaked at $976K in Q2 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.