Clear Creek Financial Management’s Waste Management WM Stock Holding History

Clear Creek Financial 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	$1.49M	Buy	6,665 +878	+15%	+$195K	0.1%	214
2026 Q1	$1.33M	Sell	5,787 -1,241	-18%	-$285K	0.1%	210
2025 Q4	$1.54M	Buy	7,028 +91	+1%	+$19.4K	0.13%	166
2025 Q3	$1.53M	Buy	6,937 +4	+0.1%	+$901	0.13%	158
2025 Q2	$1.59M	Buy	6,933 +205	+3%	+$47.6K	0.15%	152
2025 Q1	$1.56M	Buy	6,728 +197	+3%	+$43.6K	0.16%	133
2024 Q4	$1.32M	Buy	6,531 +211	+3%	+$45.3K	0.14%	141
2024 Q3	$1.31M	Buy	6,320 +557	+10%	+$116K	0.15%	136
2024 Q2	$1.23M	Buy	5,763 +392	+7%	+$81.5K	0.15%	130
2024 Q1	$1.14M	Buy	5,371 +9	+0.2%	+$1.77K	0.15%	129
2023 Q4	$960K	Sell	5,362 -136	-2%	-$22.8K	0.15%	117
2023 Q3	$838K	Buy	5,498 +461	+9%	+$74.6K	0.15%	113
2023 Q2	$874K	Buy	5,037 +37	+0.7%	+$6.12K	0.15%	114
2023 Q1	$816K	Sell	5,000 -44	-0.9%	-$6.74K	0.15%	118
2022 Q4	$791K	Buy	5,044 +106	+2%	+$17.1K	0.17%	114
2022 Q3	$791K	Sell	4,938 -80	-2%	-$13.2K	0.17%	103
2022 Q2	$768K	Sell	5,018 -60	-1%	-$9.4K	0.16%	118
2022 Q1	$805K	Sell	5,078 -253	-5%	-$38.4K	0.13%	138
2021 Q4	$890K	Sell	5,331 -104	-2%	-$16.7K	0.13%	131
2021 Q3	$812K	Sell	5,435 -59	-1%	-$8.83K	0.13%	148
2021 Q2	$770K	Buy	+5,494	New	+$759K	0.12%	150
2021 Q1	–	Sell	-4,639	Closed	-$547K	–	270
2020 Q4	$547K	Buy	+4,639	New	+$541K	0.11%	178
2020 Q3	–	Sell	-3,715	Closed	-$393K	–	264
2020 Q2	$393K	Buy	+3,715	New	+$375K	0.1%	144
2019 Q3	–	Sell	-2,172	Closed	-$250K	–	154
2019 Q2	$250K	Buy	+2,172	New	+$236K	0.11%	101

Other funds holding WM

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 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

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Clear Creek Financial Management's WM Position: Q2 2026 in Review

Clear Creek Financial Management increased its Waste Management (WM) stake by 15% in Q2 2026, buying an estimated $195K and bringing the position to 6,665 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #214.

Clear Creek Financial Management first reported a position in WM in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.59M in Q2 2025. 818 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Clear Creek Financial Management held 6,665 shares of Waste Management worth $1.49M as of Q2 2026.
Clear Creek Financial Management bought 878 Waste Management shares in Q2 2026, an estimated $195K.
Waste Management made up 0.1% of Clear Creek Financial Management's portfolio in Q2 2026, its #214 holding.
Clear Creek Financial Management first reported a position in Waste Management in Q2 2019 and has held it in 24 quarters since.
Clear Creek Financial Management's Waste Management position peaked at $1.59M in Q2 2025.
818 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.