Fiduciary Financial Group’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$291K Buy
1,304
+50
+4% +$11.1K 0.03% 301
2026
Q1
$288K Buy
1,254
+78
+7% +$17.9K 0.04% 275
2025
Q4
$258K Sell
1,176
-130
-10% -$27.7K 0.04% 279
2025
Q3
$288K Sell
1,306
-13
-1% -$2.93K 0.05% 250
2025
Q2
$302K Buy
1,319
+28
+2% +$6.5K 0.05% 231
2025
Q1
$292K Buy
+1,291
New +$286K 0.06% 197
2024
Q3
Sell
-2,019
Closed -$446K 272
2024
Q2
$446K Buy
+2,019
New +$420K 0.11% 111

Other funds holding WM

Fiduciary Financial Group's WM Position: Q2 2026 in Review

Fiduciary Financial Group increased its Waste Management (WM) stake by 4% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,304 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #301.

Fiduciary Financial Group first reported a position in WM in Q2 2024 and has held it in 7 quarters since. The position peaked at $446K in Q2 2024. 2,361 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Fiduciary Financial Group held 1,304 shares of Waste Management worth $291K as of Q2 2026.
  • Fiduciary Financial Group bought 50 Waste Management shares in Q2 2026, an estimated $11.1K.
  • Waste Management made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #301 holding.
  • Fiduciary Financial Group first reported a position in Waste Management in Q2 2024 and has held it in 7 quarters since.
  • Fiduciary Financial Group's Waste Management position peaked at $446K in Q2 2024.
  • 2,361 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.