DLK Investment Management’s Waste Management WM Stock Holding History

DLK Investment 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	$7.13M	Buy	33,400 +18	+0.1%	+$4K	3.03%	8
2026 Q1	$7.67M	Sell	33,382 -37	-0.1%	-$8.5K	3.03%	9
2025 Q4	$7.34M	Buy	33,419 +425	+1%	+$90.6K	2.73%	11
2025 Q3	$7.29M	Sell	32,994 -205	-0.6%	-$46.2K	2.74%	10
2025 Q2	$7.6M	Sell	33,199 -131	-0.4%	-$30.4K	2.87%	8
2025 Q1	$7.72M	Buy	33,330 +386	+1%	+$85.5K	3.23%	7
2024 Q4	$6.65M	Sell	32,944 -664	-2%	-$143K	2.78%	12
2024 Q3	$6.98M	Buy	33,608 +208	+0.6%	+$43.4K	2.67%	10
2024 Q2	$7.13M	Buy	33,400 +103	+0.3%	+$21.4K	2.94%	8
2024 Q1	$7.1M	Sell	33,297 -132	-0.4%	-$25.9K	3.02%	8
2023 Q4	$5.99M	Buy	+33,429	New	+$5.61M	2.73%	9

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

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

DLK Investment Management's WM Position: Q2 2026 in Review

DLK Investment Management increased its Waste Management (WM) stake by 0.05% in Q2 2026, buying an estimated $4K and bringing the position to 33,400 shares worth $7.13M. The position accounts for 3.03% of the portfolio, ranked #8.

DLK Investment Management first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.72M in Q1 2025. 564 funds tracked by Wall St. Rank hold WM as of Q2 2026.

DLK Investment Management held 33,400 shares of Waste Management worth $7.13M as of Q2 2026.
DLK Investment Management bought 18 Waste Management shares in Q2 2026, an estimated $4K.
Waste Management made up 3.03% of DLK Investment Management's portfolio in Q2 2026, its #8 holding.
DLK Investment Management first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
DLK Investment Management's Waste Management position peaked at $7.72M in Q1 2025.
564 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.