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Family Legacy Financial Solutions’s Waste Management WM Stock Holding History

Family Legacy Financial Solutions’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
Q3 		$1.67M Buy
8,188
+238
+3% +$53.3K 0.97% 19
2026
Q2 		$1.77M Buy
7,950
+162
+2% +$36K 1.08% 16
2026
Q1 		$1.8M Buy
7,788
+462
+6% +$106K 1.45% 16
2025
Q4 		$1.61M Sell
7,326
-4
-0.1% -$853 1.24% 14
2025
Q3 		$1.62M Buy
7,330
+539
+8% +$121K 1.24% 17
2025
Q2 		$1.55M Buy
+6,791
New +$1.58M 1.32% 17

Other funds holding WM

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Family Legacy Financial Solutions's WM Position: Q3 2026 in Review

Family Legacy Financial Solutions increased its Waste Management (WM) stake by 3% in Q3 2026, buying an estimated $53.3K and bringing the position to 8,188 shares worth $1.67M. The position accounts for 0.97% of the portfolio, ranked #19.

Family Legacy Financial Solutions first reported a position in WM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.8M in Q1 2026. 112 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Family Legacy Financial Solutions held 8,188 shares of Waste Management worth $1.67M as of Q3 2026.
  • Family Legacy Financial Solutions bought 238 Waste Management shares in Q3 2026, an estimated $53.3K.
  • Waste Management made up 0.97% of Family Legacy Financial Solutions's portfolio in Q3 2026, its #19 holding.
  • Family Legacy Financial Solutions first reported a position in Waste Management in Q2 2025 and has held it in 6 quarters since.
  • Family Legacy Financial Solutions's Waste Management position peaked at $1.8M in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.