Cypress Wealth Services’s Waste Management WM Stock Holding History

Cypress Wealth Services’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	$521K	Buy	2,336 +76	+3%	+$16.9K	0.06%	235
2026 Q1	$519K	Buy	2,260 +31	+1%	+$7.12K	0.07%	217
2025 Q4	$490K	Buy	2,229 +319	+17%	+$68K	0.07%	211
2025 Q3	$422K	Buy	1,910 +13	+0.7%	+$2.93K	0.07%	198
2025 Q2	$434K	Buy	1,897 +39	+2%	+$9.05K	0.08%	190
2025 Q1	$430K	Sell	1,858 -92	-5%	-$20.4K	0.09%	167
2024 Q4	$394K	Buy	1,950 +53	+3%	+$11.4K	0.08%	174
2024 Q3	$394K	Buy	+1,897	New	+$396K	0.08%	179
2021 Q2	–	Sell	-1,568	Closed	-$202K	–	310
2021 Q1	$202K	Sell	1,568 -248	-14%	-$29K	0.04%	284
2020 Q4	$214K	Buy	+1,816	New	+$212K	0.05%	262

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

Cypress Wealth Services's WM Position: Q2 2026 in Review

Cypress Wealth Services increased its Waste Management (WM) stake by 3.4% in Q2 2026, buying an estimated $16.9K and bringing the position to 2,336 shares worth $521K. The position accounts for 0.06% of the portfolio, ranked #235.

Cypress Wealth Services first reported a position in WM in Q4 2020 and has held it in 10 quarters since. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Cypress Wealth Services held 2,336 shares of Waste Management worth $521K as of Q2 2026.
Cypress Wealth Services bought 76 Waste Management shares in Q2 2026, an estimated $16.9K.
Waste Management made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #235 holding.
Cypress Wealth Services first reported a position in Waste Management in Q4 2020 and has held it in 10 quarters since.
734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.