Financial Guidance Group’s Waste Management WM Stock Holding History

Financial Guidance Group’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	$230K	Hold	1,032	–	–	0.09%	88
2026 Q1	$237K	Sell	1,032 -35	-3%	-$8.04K	0.1%	85
2025 Q4	$234K	Hold	1,067	–	–	0.1%	85
2025 Q3	$236K	Sell	1,067 -25	-2%	-$5.63K	0.11%	80
2025 Q2	$250K	Hold	1,092	–	–	0.12%	75
2025 Q1	$253K	Hold	1,092	–	–	0.14%	65
2024 Q4	$220K	Hold	1,092	–	–	0.12%	68
2024 Q3	$227K	Hold	1,092	–	–	0.13%	65
2024 Q2	$233K	Hold	1,092	–	–	0.14%	64
2024 Q1	$233K	Buy	+1,092	New	+$215K	0.15%	52

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Financial Guidance Group held its Waste Management (WM) position steady in Q2 2026 at 1,032 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #88.

Financial Guidance Group first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $253K in Q1 2025. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Financial Guidance Group held 1,032 shares of Waste Management worth $230K as of Q2 2026.
Financial Guidance Group left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.09% of Financial Guidance Group's portfolio in Q2 2026, its #88 holding.
Financial Guidance Group first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
Financial Guidance Group's Waste Management position peaked at $253K in Q1 2025.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.