EFS
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Essex Financial Services’s Waste Management WM Stock Holding History

Essex Financial 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
Q1 		$1.63M Sell
7,074
-160
-2% -$36.8K 0.09% 195
2025
Q4 		$1.59M Buy
7,234
+450
+7% +$95.9K 0.09% 200
2025
Q3 		$1.5M Buy
6,784
+91
+1% +$20.5K 0.09% 198
2025
Q2 		$1.53M Buy
6,693
+442
+7% +$103K 0.1% 184
2025
Q1 		$1.45M Buy
6,251
+624
+11% +$138K 0.1% 179
2024
Q4 		$1.14M Buy
5,627
+164
+3% +$35.2K 0.08% 211
2024
Q3 		$1.15M Sell
5,463
-2
-0% -$417 0.08% 209
2024
Q2 		$1.13M Buy
5,465
+324
+6% +$67.4K 0.08% 215
2024
Q1 		$1.1M Sell
5,141
-199
-4% -$39.1K 0.1% 193
2023
Q4 		$957K Buy
5,340
+37
+0.7% +$6.2K 0.1% 197
2023
Q3 		$808K Buy
5,303
+2
+0% +$324 0.09% 206
2023
Q2 		$919K Buy
5,301
+168
+3% +$27.8K 0.1% 185
2023
Q1 		$838K Sell
5,133
-713
-12% -$109K 0.09% 206
2022
Q4 		$917K Buy
5,846
+141
+2% +$22.7K 0.1% 190
2022
Q3 		$914K Sell
5,705
-106
-2% -$17.5K 0.11% 175
2022
Q2 		$889K Buy
5,811
+27
+0.5% +$4.23K 0.1% 195
2022
Q1 		$917K Buy
5,784
+27
+0.5% +$4.09K 0.09% 208
2021
Q4 		$961K Sell
5,757
-57
-1% -$9.16K 0.1% 202
2021
Q3 		$868K Sell
5,814
-161
-3% -$24.1K 0.1% 199
2021
Q2 		$771K Hold
5,975
– – 0.11% 187
2021
Q1 		$771K Buy
5,975
+2,264
+61% +$265K 0.14% 157
2020
Q4 		$438K Buy
3,711
+48
+1% +$5.6K 0.09% 200
2020
Q3 		$415K Buy
3,663
+299
+9% +$33K 0.1% 181
2020
Q2 		$356K Buy
3,364
+246
+8% +$24.8K 0.11% 173
2020
Q1 		$289K Buy
3,118
+290
+10% +$33.3K 0.1% 183
2019
Q4 		$322K Buy
2,828
+200
+8% +$22.6K 0.09% 199
2019
Q3 		$302K Buy
2,628
+33
+1% +$3.85K 0.1% 183
2019
Q2 		$299K Hold
2,595
– – 0.09% 180
2019
Q1 		$270K Sell
2,595
-102
-4% -$9.95K 0.08% 186
2018
Q4 		$240K Sell
2,697
-337
-11% -$30.3K 0.07% 208
2018
Q3 		$274K Sell
3,034
-181
-6% -$16.1K 0.06% 228
2018
Q2 		$261K Buy
3,215
+689
+27% +$57.1K 0.06% 226
2018
Q1 		$212K Buy
+2,526
New +$217K 0.04% 323
2017
Q2 		– Sell
-5,349
Closed -$390K – 362
2017
Q1 		$390K Buy
5,349
+93
+2% +$6.64K 0.09% 217
2016
Q4 		$373K Sell
5,256
-786
-13% -$52.6K 0.08% 223
2016
Q3 		$385K Buy
6,042
+13
+0.2% +$850 0.09% 207
2016
Q2 		$400K Sell
6,029
-236
-4% -$14.3K 0.1% 195
2016
Q1 		$370K Sell
6,265
-135
-2% -$7.45K 0.09% 208
2015
Q4 		$342K Sell
6,400
-1,884
-23% -$100K 0.08% 216
2015
Q3 		$413K Buy
8,284
+1,017
+14% +$50.7K 0.11% 198
2015
Q2 		$337K Buy
7,267
+723
+11% +$36.4K 0.09% 222
2015
Q1 		$355K Sell
6,544
-741
-10% -$39.4K 0.09% 216
2014
Q4 		$374K Buy
7,285
+512
+8% +$24.9K 0.1% 209
2014
Q3 		$322K Buy
6,773
+12
+0.2% +$550 0.1% 217
2014
Q2 		$302K Buy
6,761
+13
+0.2% +$566 0.09% 228
2014
Q1 		$284K Buy
6,748
+612
+10% +$25.6K 0.09% 224
2013
Q4 		$275K Buy
+6,136
New +$268K 0.09% 218

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Essex Financial Services's WM Position: Q1 2026 in Review

Essex Financial Services reduced its Waste Management (WM) stake by 2.2% in Q1 2026, selling an estimated $36.8K and leaving 7,074 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #195.

Essex Financial Services first reported a position in WM in Q4 2013 and has held it in 47 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Essex Financial Services held 7,074 shares of Waste Management worth $1.63M as of Q1 2026.
  • Essex Financial Services sold 160 Waste Management shares in Q1 2026, an estimated $36.8K.
  • Waste Management made up 0.09% of Essex Financial Services's portfolio in Q1 2026, its #195 holding.
  • Essex Financial Services first reported a position in Waste Management in Q4 2013 and has held it in 47 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.