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Darwin Wealth Management’s Waste Management WM Stock Holding History

Darwin Wealth Management’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 		$18.2K Sell
81
-210
-72% -$46.7K 0.01% 339
2026
Q1 		$67.1K Sell
291
-127
-30% -$29.2K 0.02% 203
2025
Q4 		$92K Sell
418
-119
-22% -$25.4K 0.03% 180
2025
Q3 		$119K Buy
537
+2
+0.4% +$450 0.04% 165
2025
Q2 		$123K Buy
535
+4
+0.8% +$928 0.04% 152
2025
Q1 		$107K Hold
531
– – 0.04% 173
2024
Q4 		$107K Buy
531
+81
+18% +$17.4K 0.04% 173
2024
Q3 		$93.4K Buy
+450
New +$93.9K 0.03% 191
2022
Q2 		– Sell
-1,628
Closed -$258K – 182
2022
Q1 		$258K Buy
1,628
+6
+0.4% +$910 0.04% 151
2021
Q4 		$249K Buy
1,622
+5
+0.3% +$804 0.04% 155
2021
Q3 		$241K Buy
1,617
+6
+0.4% +$898 0.04% 148
2021
Q2 		$226K Buy
1,611
+7
+0.4% +$968 0.04% 162
2021
Q1 		$207K Buy
+1,604
New +$187K 0.04% 162
2020
Q4 		– Sell
-2,202
Closed -$249K – 179
2020
Q3 		$249K Sell
2,202
-356
-14% -$39.3K 0.05% 136
2020
Q2 		$270K Sell
2,558
-25,797
-91% -$2.6M 0.07% 130
2020
Q1 		$2.62M Buy
28,355
+325
+1% +$37.3K 0.83% 42
2019
Q4 		$3.19M Buy
28,030
+95
+0.3% +$10.7K 0.85% 38
2019
Q3 		$3.21M Buy
27,935
+1,298
+5% +$152K 0.95% 36
2019
Q2 		$3.07M Sell
26,637
-696
-3% -$75.5K 0.95% 34
2019
Q1 		$2.84M Buy
+27,333
New +$2.67M 0.94% 34
2018
Q4 		– Sell
-2,772
Closed -$250K – 130
2018
Q3 		$250K Buy
2,772
+197
+8% +$17.5K 0.14% 112
2018
Q2 		$210K Sell
2,575
-962
-27% -$79.7K 0.14% 123
2018
Q1 		$297K Sell
3,537
-22,564
-86% -$1.94M 0.22% 91
2017
Q4 		$2.25M Buy
+26,101
New +$2.12M 0.96% 34
2017
Q3 		– Sell
-25,487
Closed -$1.87M – 126
2017
Q2 		$1.87M Sell
25,487
-1,595
-6% -$116K 1.03% 39
2017
Q1 		$1.98M Buy
27,082
+2,301
+9% +$164K 1.15% 31
2016
Q4 		$1.76M Buy
24,781
+7,679
+45% +$514K 1.18% 34
2016
Q3 		$1.09M Buy
17,102
+2,922
+21% +$191K 0.84% 51
2016
Q2 		$940K Buy
+14,180
New +$857K 0.8% 54

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

Darwin Wealth Management's WM Position: Q2 2026 in Review

Darwin Wealth Management reduced its Waste Management (WM) stake by 72% in Q2 2026, selling an estimated $46.7K and leaving 81 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #339.

Darwin Wealth Management first reported a position in WM in Q2 2016 and has held it in 29 quarters since. The position peaked at $3.21M in Q3 2019. 564 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Darwin Wealth Management held 81 shares of Waste Management worth $18.2K as of Q2 2026.
  • Darwin Wealth Management sold 210 Waste Management shares in Q2 2026, an estimated $46.7K.
  • Waste Management made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Darwin Wealth Management first reported a position in Waste Management in Q2 2016 and has held it in 29 quarters since.
  • Darwin Wealth Management's Waste Management position peaked at $3.21M in Q3 2019.
  • 564 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.