CI
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CX Institutional’s Waste Management WM Stock Holding History

CX Institutional’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 		$785K Sell
3,521
-4,587
-57% -$1.02M 0.02% 368
2026
Q1 		$1.86M Sell
8,108
-33,584
-81% -$7.72M 0.06% 261
2025
Q4 		$9.16M Buy
41,692
+25,448
+157% +$5.42M 0.27% 93
2025
Q3 		$3.59M Sell
16,244
-467
-3% -$105K 0.11% 159
2025
Q2 		$3.82M Sell
16,711
-689
-4% -$160K 0.13% 153
2025
Q1 		$4.03M Buy
17,400
+206
+1% +$45.6K 0.15% 136
2024
Q4 		$3.47M Buy
17,194
+5
+0% +$1.07K 0.14% 149
2024
Q3 		$3.57M Sell
17,189
-819
-5% -$171K 0.16% 164
2024
Q2 		$3.84M Sell
18,008
-1,206
-6% -$251K 0.18% 132
2024
Q1 		$4.1M Sell
19,214
-44
-0.2% -$8.65K 0.2% 127
2023
Q4 		$3.45M Sell
19,258
-34
-0.2% -$5.7K 0.18% 151
2023
Q3 		$2.94M Sell
19,292
-25
-0.1% -$4.04K 0.16% 166
2023
Q2 		$3.35M Sell
19,317
-550
-3% -$90.9K 0.17% 172
2023
Q1 		$3.26M Buy
19,867
+283
+1% +$43.3K 0.17% 175
2022
Q4 		$3.07M Buy
19,584
+441
+2% +$71K 0.19% 156
2022
Q3 		$3.07M Buy
19,143
+734
+4% +$121K 0.21% 119
2022
Q2 		$2.82M Sell
18,409
-222
-1% -$34.8K 0.21% 123
2022
Q1 		$2.95M Buy
18,631
+147
+0.8% +$22.3K 0.24% 116
2021
Q4 		$3.08M Buy
18,484
+44
+0.2% +$7.08K 0.25% 126
2021
Q3 		$2.75M Sell
18,440
-197
-1% -$29.5K 0.23% 115
2021
Q2 		$2.61M Buy
18,637
+20
+0.1% +$2.77K 0.21% 112
2021
Q1 		$2.4M Sell
18,617
-20,536
-52% -$2.4M 0.21% 115
2020
Q4 		$4.62M Sell
39,153
-3,847
-9% -$449K 0.44% 61
2020
Q3 		$4.87M Buy
43,000
+7,404
+21% +$818K 0.53% 52
2020
Q2 		$3.77M Buy
35,596
+5,266
+17% +$532K 0.5% 46
2020
Q1 		$2.81M Buy
30,330
+12,788
+73% +$1.47M 0.46% 50
2019
Q4 		$2M Sell
17,542
-42
-0.2% -$4.74K 0.35% 74
2019
Q3 		$2.02M Sell
17,584
-1,256
-7% -$147K 0.33% 81
2019
Q2 		$2.17M Buy
18,840
+1,341
+8% +$146K 0.35% 70
2019
Q1 		$1.82M Buy
17,499
+81
+0.5% +$7.9K 0.32% 95
2018
Q4 		$1.55M Buy
+17,418
New +$1.56M 0.33% 72

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

CX Institutional's WM Position: Q2 2026 in Review

CX Institutional reduced its Waste Management (WM) stake by 57% in Q2 2026, selling an estimated $1.02M and leaving 3,521 shares worth $785K. The position accounts for 0.02% of the portfolio, ranked #368.

CX Institutional first reported a position in WM in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.16M in Q4 2025. 517 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • CX Institutional held 3,521 shares of Waste Management worth $785K as of Q2 2026.
  • CX Institutional sold 4,587 Waste Management shares in Q2 2026, an estimated $1.02M.
  • Waste Management made up 0.02% of CX Institutional's portfolio in Q2 2026, its #368 holding.
  • CX Institutional first reported a position in Waste Management in Q4 2018 and has held it in 31 quarters since.
  • CX Institutional's Waste Management position peaked at $9.16M in Q4 2025.
  • 517 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.