Clifford Swan Investment Counsel’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 | $282K | Hold |
1,264
| – | – | 0.01% | 295 |
|
|
2026
Q1 | $290K | Sell |
1,264
-6
| -0.5% | -$1.38K | 0.01% | 274 |
|
|
2025
Q4 | $279K | Hold |
1,270
| – | – | 0.01% | 273 |
|
|
2025
Q3 | $280K | Sell |
1,270
-1
| -0.1% | -$225 | 0.01% | 281 |
|
|
2025
Q2 | $291K | Buy |
1,271
+1
| +0.1% | +$232 | 0.01% | 266 |
|
|
2025
Q1 | $294K | Hold |
1,270
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $256K | Sell |
1,270
-145
| -10% | -$31.1K | 0.01% | 282 |
|
|
2024
Q3 | $294K | Hold |
1,415
| – | – | 0.01% | 274 |
|
|
2024
Q2 | $302K | Sell |
1,415
-114
| -7% | -$23.7K | 0.01% | 261 |
|
|
2024
Q1 | $326K | Sell |
1,529
-100
| -6% | -$19.7K | 0.01% | 256 |
|
|
2023
Q4 | $292K | Sell |
1,629
-50
| -3% | -$8.38K | 0.01% | 265 |
|
|
2023
Q3 | $256K | Hold |
1,679
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $291K | Hold |
1,679
| – | – | 0.01% | 263 |
|
|
2023
Q1 | $274K | Hold |
1,679
| – | – | 0.01% | 265 |
|
|
2022
Q4 | $263K | Sell |
1,679
-113
| -6% | -$18.2K | 0.01% | 266 |
|
|
2022
Q3 | $287K | Sell |
1,792
-65
| -4% | -$10.7K | 0.01% | 260 |
|
|
2022
Q2 | $284K | Buy |
1,857
+41
| +2% | +$6.42K | 0.01% | 269 |
|
|
2022
Q1 | $288K | Hold |
1,816
| – | – | 0.01% | 286 |
|
|
2021
Q4 | $303K | Hold |
1,816
| – | – | 0.01% | 283 |
|
|
2021
Q3 | $289K | Hold |
1,816
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $270K | Sell |
1,816
-50
| -3% | -$6.91K | 0.01% | 289 |
|
|
2021
Q1 | $241K | Hold |
1,866
| – | – | 0.01% | 303 |
|
|
2020
Q4 | $220K | Sell |
1,866
-138
| -7% | -$16.1K | 0.01% | 303 |
|
|
2020
Q3 | $227K | Hold |
2,004
| – | – | 0.01% | 288 |
|
|
2020
Q2 | $212K | Buy |
+2,004
| New | +$202K | 0.01% | 288 |
|
|
2020
Q1 | – | Sell |
-2,377
| Closed | -$271K | – | 322 |
|
|
2019
Q4 | $271K | Buy |
2,377
+400
| +20% | +$45.2K | 0.01% | 272 |
|
|
2019
Q3 | $227K | Hold |
1,977
| – | – | 0.01% | 279 |
|
|
2019
Q2 | $228K | Hold |
1,977
| – | – | 0.01% | 293 |
|
|
2019
Q1 | $205K | Buy |
+1,977
| New | +$193K | 0.01% | 294 |
|
|
2016
Q2 | – | Sell |
-17,108
| Closed | -$1.01M | – | 273 |
|
|
2016
Q1 | $1.01M | Sell |
17,108
-9
| -0.1% | -$497 | 0.07% | 146 |
|
|
2015
Q4 | $914K | Sell |
17,117
-315
| -2% | -$16.7K | 0.06% | 158 |
|
|
2015
Q3 | $868K | Buy |
17,432
+1,201
| +7% | +$59.8K | 0.06% | 150 |
|
|
2015
Q2 | $752K | Buy |
16,231
+501
| +3% | +$25.2K | 0.05% | 162 |
|
|
2015
Q1 | $853K | Sell |
15,730
-349
| -2% | -$18.6K | 0.06% | 152 |
|
|
2014
Q4 | $825K | Sell |
16,079
-800
| -5% | -$39K | 0.05% | 153 |
|
|
2014
Q3 | $802K | Sell |
16,879
-750
| -4% | -$34.3K | 0.05% | 151 |
|
|
2014
Q2 | $789K | Buy |
17,629
+2,015
| +13% | +$87.7K | 0.05% | 154 |
|
|
2014
Q1 | $657K | Buy |
+15,614
| New | +$654K | 0.05% | 160 |
|
Other funds holding WM
Clifford Swan Investment Counsel's WM Position: Q2 2026 in Review
Clifford Swan Investment Counsel held its Waste Management (WM) position steady in Q2 2026 at 1,264 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #295.
Clifford Swan Investment Counsel first reported a position in WM in Q1 2014 and has held it in 38 quarters since. The position peaked at $1.01M in Q1 2016. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Clifford Swan Investment Counsel held 1,264 shares of Waste Management worth $282K as of Q2 2026.
- Clifford Swan Investment Counsel left its Waste Management share count unchanged in Q2 2026.
- Waste Management made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #295 holding.
- Clifford Swan Investment Counsel first reported a position in Waste Management in Q1 2014 and has held it in 38 quarters since.
- Clifford Swan Investment Counsel's Waste Management position peaked at $1.01M in Q1 2016.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.