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Essex Savings Bank’s Waste Management WM Stock Holding History

Essex Savings Bank’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 		$268K Sell
1,202
-215
-15% -$47.8K 0.06% 257
2026
Q1 		$326K Sell
1,417
-7
-0.5% -$1.61K 0.07% 215
2025
Q4 		$313K Buy
1,424
+11
+0.8% +$2.35K 0.07% 221
2025
Q3 		$312K Hold
1,413
– – 0.07% 218
2025
Q2 		$323K Buy
1,413
+151
+12% +$35K 0.08% 207
2025
Q1 		$292K Sell
1,262
-34
-3% -$7.53K 0.07% 218
2024
Q4 		$262K Buy
1,296
+1
+0.1% +$215 0.06% 229
2024
Q3 		$269K Hold
1,295
– – 0.07% 231
2024
Q2 		$276K Sell
1,295
-21
-2% -$4.37K 0.07% 205
2024
Q1 		$236K Hold
1,316
– – 0.07% 230
2023
Q4 		$236K Buy
+1,316
New +$221K 0.07% 229
2022
Q4 		– Sell
-1,660
Closed -$266K – 227
2022
Q3 		$266K Buy
+1,660
New +$274K 0.11% 169
2022
Q1 		– Sell
-1,230
Closed -$206K – 238
2021
Q4 		$206K Sell
1,230
-59
-5% -$9.49K 0.07% 217
2021
Q3 		$200K Buy
+1,289
New +$193K 0.07% 207
2019
Q3 		– Sell
-1,531
Closed -$176K – 612
2019
Q2 		$176K Buy
1,531
+1,153
+305% +$125K 0.06% 248
2019
Q1 		$39K Sell
378
-33
-8% -$3.22K 0.02% 325
2018
Q4 		$37K Buy
+411
New +$36.9K 0.02% 325

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Essex Savings Bank's WM Position: Q2 2026 in Review

Essex Savings Bank reduced its Waste Management (WM) stake by 15% in Q2 2026, selling an estimated $47.8K and leaving 1,202 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #257.

Essex Savings Bank first reported a position in WM in Q4 2018 and has held it in 17 quarters since. The position peaked at $326K in Q1 2026. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Essex Savings Bank held 1,202 shares of Waste Management worth $268K as of Q2 2026.
  • Essex Savings Bank sold 215 Waste Management shares in Q2 2026, an estimated $47.8K.
  • Waste Management made up 0.06% of Essex Savings Bank's portfolio in Q2 2026, its #257 holding.
  • Essex Savings Bank first reported a position in Waste Management in Q4 2018 and has held it in 17 quarters since.
  • Essex Savings Bank's Waste Management position peaked at $326K in Q1 2026.
  • 1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.