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Cornerstone Advisory’s Waste Management WM Stock Holding History

Cornerstone Advisory’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 		$652K Sell
2,926
-47
-2% -$10.5K 0.05% 146
2026
Q1 		$683K Buy
2,973
+46
+2% +$10.6K 0.06% 131
2025
Q4 		$643K Buy
2,927
+33
+1% +$7.03K 0.06% 136
2025
Q3 		$639K Sell
2,894
-74
-2% -$16.7K 0.06% 133
2025
Q2 		$679K Buy
2,968
+12
+0.4% +$2.78K 0.07% 124
2025
Q1 		$692K Sell
2,956
-162
-5% -$35.9K 0.08% 123
2024
Q4 		$710K Buy
3,118
+727
+30% +$156K 0.08% 114
2024
Q3 		$496K Sell
2,391
-29
-1% -$6.05K 0.07% 130
2024
Q2 		$516K Buy
2,420
+38
+2% +$7.9K 0.07% 126
2024
Q1 		$508K Buy
2,382
+46
+2% +$9.04K 0.07% 140
2023
Q4 		$418K Buy
2,336
+128
+6% +$21.5K 0.07% 152
2023
Q3 		$337K Sell
2,208
-23
-1% -$3.72K 0.06% 159
2023
Q2 		$387K Buy
2,231
+31
+1% +$5.13K 0.07% 147
2023
Q1 		$359K Buy
2,200
+11
+0.5% +$1.69K 0.06% 157
2022
Q4 		$343K Buy
2,189
+404
+23% +$65K 0.07% 151
2022
Q3 		$286K Buy
1,785
+31
+2% +$5.12K 0.06% 156
2022
Q2 		$268K Sell
1,754
-1,445
-45% -$226K 0.06% 163
2022
Q1 		$507K Buy
3,199
+7
+0.2% +$1.06K 0.08% 163
2021
Q4 		$533K Buy
3,192
+2
+0.1% +$322 0.08% 170
2021
Q3 		$477K Buy
3,190
+1,496
+88% +$224K 0.08% 167
2021
Q2 		$237K Buy
1,694
+100
+6% +$13.8K 0.04% 197
2021
Q1 		$206K Sell
1,594
-299
-16% -$34.9K 0.04% 197
2020
Q4 		$223K Buy
1,893
+2
+0.1% +$233 0.05% 192
2020
Q3 		$214K Buy
1,891
+2
+0.1% +$221 0.05% 174
2020
Q2 		$200K Buy
+1,889
New +$191K 0.05% 160

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Cornerstone Advisory's WM Position: Q2 2026 in Review

Cornerstone Advisory reduced its Waste Management (WM) stake by 1.6% in Q2 2026, selling an estimated $10.5K and leaving 2,926 shares worth $652K. The position accounts for 0.05% of the portfolio, ranked #146.

Cornerstone Advisory first reported a position in WM in Q2 2020 and has held it in 25 quarters since. The position peaked at $710K in Q4 2024. 971 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Cornerstone Advisory held 2,926 shares of Waste Management worth $652K as of Q2 2026.
  • Cornerstone Advisory sold 47 Waste Management shares in Q2 2026, an estimated $10.5K.
  • Waste Management made up 0.05% of Cornerstone Advisory's portfolio in Q2 2026, its #146 holding.
  • Cornerstone Advisory first reported a position in Waste Management in Q2 2020 and has held it in 25 quarters since.
  • Cornerstone Advisory's Waste Management position peaked at $710K in Q4 2024.
  • 971 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.