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Clark Financial Services Group’s Waste Management WM Stock Holding History

Clark Financial Services Group’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 		– Sell
-1,256
Closed -$289K – 117
2026
Q1 		$289K Buy
1,256
+66
+6% +$15.2K 0.16% 91
2025
Q4 		$261K Buy
+1,190
New +$254K 0.14% 92

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Clark Financial Services Group's WM Position: Q2 2026 in Review

Clark Financial Services Group sold out of Waste Management (WM) in Q2 2026, closing a stake of 1,256 shares — an estimated $289K sold.

Clark Financial Services Group first reported a position in WM in Q4 2025 and held it in 2 quarters. The position peaked at $289K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Clark Financial Services Group reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Clark Financial Services Group sold 1,256 Waste Management shares in Q2 2026, an estimated $289K.
  • Clark Financial Services Group first reported a position in Waste Management in Q4 2025 and held it in 2 quarters.
  • Clark Financial Services Group's Waste Management position peaked at $289K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.