Clune & Associates’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
$548K Hold
2,458
0.08% 112
2026
Q1
$565K Hold
2,458
0.11% 110
2025
Q4
$540K Hold
2,458
0.12% 113
2025
Q3
$543K Hold
2,458
0.14% 104
2025
Q2
$562K Sell
2,458
-2
-0.1% -$464 0.15% 105
2025
Q1
$570K Sell
2,460
-21
-0.8% -$4.65K 0.17% 97
2024
Q4
$501K Buy
+2,481
New +$533K 0.17% 102

Other funds holding WM

Clune & Associates's WM Position: Q2 2026 in Review

Clune & Associates held its Waste Management (WM) position steady in Q2 2026 at 2,458 shares worth $548K. The position accounts for 0.08% of the portfolio, ranked #112.

Clune & Associates first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $570K in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Clune & Associates held 2,458 shares of Waste Management worth $548K as of Q2 2026.
  • Clune & Associates left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.08% of Clune & Associates's portfolio in Q2 2026, its #112 holding.
  • Clune & Associates first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Waste Management position peaked at $570K in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.