EWM
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Empirical Wealth Management’s Waste Management WM Stock Holding History

Empirical 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 		$1.3M Buy
5,833
+382
+7% +$85K 0.02% 348
2026
Q1 		$1.25M Buy
5,451
+1,347
+33% +$310K 0.02% 312
2025
Q4 		$902K Buy
4,104
+39
+1% +$8.31K 0.02% 351
2025
Q3 		$898K Buy
4,065
+109
+3% +$24.5K 0.02% 344
2025
Q2 		$905K Sell
3,956
-243
-6% -$56.4K 0.02% 325
2025
Q1 		$972K Buy
4,199
+407
+11% +$90.1K 0.03% 303
2024
Q4 		$765K Buy
3,792
+664
+21% +$143K 0.02% 310
2024
Q3 		$649K Sell
3,128
-134
-4% -$28K 0.02% 335
2024
Q2 		$696K Buy
3,262
+2
+0.1% +$416 0.02% 295
2024
Q1 		$695K Buy
3,260
+322
+11% +$63.3K 0.02% 291
2023
Q4 		$526K Sell
2,938
-7
-0.2% -$1.17K 0.02% 313
2023
Q3 		$449K Sell
2,945
-246
-8% -$39.8K 0.02% 318
2023
Q2 		$553K Sell
3,191
-168
-5% -$27.8K 0.02% 290
2023
Q1 		$548K Buy
3,359
+393
+13% +$60.2K 0.02% 310
2022
Q4 		$465K Sell
2,966
-804
-21% -$129K 0.02% 321
2022
Q3 		$604K Buy
3,770
+505
+15% +$83.4K 0.03% 263
2022
Q2 		$499K Sell
3,265
-59
-2% -$9.24K 0.03% 297
2022
Q1 		$527K Sell
3,324
-560
-14% -$84.9K 0.03% 321
2021
Q4 		$648K Buy
3,884
+488
+14% +$78.5K 0.03% 290
2021
Q3 		$507K Buy
3,396
+13
+0.4% +$1.95K 0.03% 296
2021
Q2 		$474K Sell
3,383
-127
-4% -$17.6K 0.03% 310
2021
Q1 		$453K Buy
3,510
+565
+19% +$66K 0.04% 265
2020
Q4 		$347K Buy
2,945
+103
+4% +$12K 0.03% 291
2020
Q3 		$322K Buy
2,842
+511
+22% +$56.5K 0.03% 275
2020
Q2 		$247K Buy
+2,331
New +$235K 0.02% 294
2020
Q1 		– Sell
-1,830
Closed -$209K – 364
2019
Q4 		$209K Buy
+1,830
New +$207K 0.02% 309

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Empirical Wealth Management increased its Waste Management (WM) stake by 7% in Q2 2026, buying an estimated $85K and bringing the position to 5,833 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #348.

Empirical Wealth Management first reported a position in WM in Q4 2019 and has held it in 26 quarters since. 971 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Empirical Wealth Management held 5,833 shares of Waste Management worth $1.3M as of Q2 2026.
  • Empirical Wealth Management bought 382 Waste Management shares in Q2 2026, an estimated $85K.
  • Waste Management made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #348 holding.
  • Empirical Wealth Management first reported a position in Waste Management in Q4 2019 and has held it in 26 quarters since.
  • 971 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.