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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
2020
Q4 		– Sell
-1,813
Closed -$205K – 519
2020
Q3 		$205K Buy
+1,813
New +$200K 0.05% 251

Other funds holding WM

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
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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.