EF
WM icon

Exeter Financial’s Waste Management WM Stock Holding History

Exeter Financial’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 		$3.17M Sell
14,215
-41
-0.3% -$9.12K 1.21% 30
2026
Q1 		$3.28M Buy
14,256
+578
+4% +$133K 1.34% 28
2025
Q4 		$3.01M Buy
13,678
+554
+4% +$118K 1.28% 30
2025
Q3 		$2.9M Sell
13,124
-460
-3% -$104K 1.25% 31
2025
Q2 		$3.11M Sell
13,584
-4,773
-26% -$1.11M 1.38% 28
2025
Q1 		$4.25M Buy
18,357
+34
+0.2% +$7.53K 1.91% 16
2024
Q4 		$3.7M Buy
18,323
+98
+0.5% +$21K 1.69% 19
2024
Q3 		$3.78M Sell
18,225
-29
-0.2% -$6.05K 1.68% 20
2024
Q2 		$3.89M Sell
18,254
-7
-0% -$1.46K 1.86% 17
2024
Q1 		$3.78M Sell
18,261
-121
-0.7% -$23.8K 1.74% 17
2023
Q4 		$3.28M Buy
18,382
+434
+2% +$72.8K 1.59% 21
2023
Q3 		$2.74M Sell
17,948
-309
-2% -$50K 1.45% 24
2023
Q2 		$3.11M Sell
18,257
-3
-0% -$496 1.6% 19
2023
Q1 		$2.96M Buy
18,260
+97
+0.5% +$14.9K 1.48% 23
2022
Q4 		$2.86M Sell
18,163
-296
-2% -$47.6K 1.49% 22
2022
Q3 		$2.96M Buy
18,459
+93
+0.5% +$15.4K 1.72% 18
2022
Q2 		$2.81M Buy
18,366
+232
+1% +$36.3K 1.57% 21
2022
Q1 		$2.87M Buy
18,134
+134
+0.7% +$20.3K 1.56% 23
2021
Q4 		$2.88M Buy
18,000
+83
+0.5% +$13.3K 1.58% 23
2021
Q3 		$2.68M Buy
17,917
+243
+1% +$36.4K 1.6% 23
2021
Q2 		$2.51M Buy
17,674
+548
+3% +$75.8K 1.45% 26
2021
Q1 		$2.21M Buy
17,126
+521
+3% +$60.9K 1.39% 27
2020
Q4 		$1.96M Buy
16,605
+878
+6% +$102K 1.36% 27
2020
Q3 		$1.78M Buy
15,727
+50
+0.3% +$5.53K 1.39% 24
2020
Q2 		$1.66M Sell
15,677
-498
-3% -$50.3K 1.38% 28
2020
Q1 		$1.5M Buy
16,175
+398
+3% +$45.7K 1.41% 29
2019
Q4 		$1.8M Sell
15,777
-490
-3% -$55.3K 1.4% 30
2019
Q3 		$1.87M Buy
16,267
+4,215
+35% +$492K 1.49% 26
2019
Q2 		$1.39M Sell
12,052
-4,590
-28% -$498K 1.16% 38
2019
Q1 		$1.73M Buy
16,642
+69
+0.4% +$6.73K 1.5% 26
2018
Q4 		$1.48M Sell
16,573
-752
-4% -$67.5K 1.39% 28
2018
Q3 		$1.56M Buy
17,325
+331
+2% +$29.4K 1.29% 30
2018
Q2 		$1.38M Buy
16,994
+569
+3% +$47.1K 1.22% 31
2018
Q1 		$1.38M Sell
16,425
-15
-0.1% -$1.29K 1.19% 33
2017
Q4 		$1.42M Buy
+16,440
New +$1.34M 1.24% 29

Other funds holding WM

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
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
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Exeter Financial's WM Position: Q2 2026 in Review

Exeter Financial reduced its Waste Management (WM) stake by 0.29% in Q2 2026, selling an estimated $9.12K and leaving 14,215 shares worth $3.17M. The position accounts for 1.21% of the portfolio, ranked #30.

Exeter Financial first reported a position in WM in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.25M in Q1 2025. 898 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Exeter Financial held 14,215 shares of Waste Management worth $3.17M as of Q2 2026.
  • Exeter Financial sold 41 Waste Management shares in Q2 2026, an estimated $9.12K.
  • Waste Management made up 1.21% of Exeter Financial's portfolio in Q2 2026, its #30 holding.
  • Exeter Financial first reported a position in Waste Management in Q4 2017 and has held it in 35 quarters since.
  • Exeter Financial's Waste Management position peaked at $4.25M in Q1 2025.
  • 898 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.