COMPASS FINANCIAL MANAGEMENT LLC’s Waste Management WM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$651K	Buy	+2,897	New	+$644K	0.08%	235

Other funds holding WM

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Waste Management (WM) in Q2 2026: 2,897 shares worth $651K. The stake represents 0.08% of the portfolio and ranks #235 among its holdings.

1,843 funds tracked by Wall St. Rank hold WM as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,897 shares of Waste Management worth $651K as of Q2 2026.
Waste Management was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Waste Management made up 0.08% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #235 holding.
1,843 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.