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Clayton Financial Group’s Waste Management WM Stock Holding History

Clayton Financial 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
-33
Closed -$7.59K – 571
2026
Q1 		$7.59K Hold
33
– – ﹤0.01% 263
2025
Q4 		$7.25K Buy
33
+23
+230% +$4.9K ﹤0.01% 263
2025
Q3 		$2.21K Buy
+10
New +$2.25K ﹤0.01% 244

Other funds holding WM

Swedbank
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Clayton Financial Group's WM Position: Q2 2026 in Review

Clayton Financial Group sold out of Waste Management (WM) in Q2 2026, closing a stake of 33 shares — an estimated $7.59K sold.

Clayton Financial Group first reported a position in WM in Q3 2025 and held it in 3 quarters. The position peaked at $7.59K in Q1 2026. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Clayton Financial Group reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 33 Waste Management shares in Q2 2026, an estimated $7.59K.
  • Clayton Financial Group first reported a position in Waste Management in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Waste Management position peaked at $7.59K in Q1 2026.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.