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Fingerlakes Wealth Management’s Waste Management WM Stock Holding History

Fingerlakes Wealth Management’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 		– Sell
-883
Closed -$203K – 105
2026
Q1 		$203K Sell
883
-107
-11% -$24.6K 0.13% 93
2025
Q4 		$217K Buy
990
+14
+1% +$2.98K 0.14% 90
2025
Q3 		$215K Buy
976
+78
+9% +$17.6K 0.14% 89
2025
Q2 		$205K Buy
898
+3
+0.3% +$696 0.15% 87
2025
Q1 		$207K Buy
+895
New +$198K 0.18% 83

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Fingerlakes Wealth Management's WM Position: Q2 2026 in Review

Fingerlakes Wealth Management sold out of Waste Management (WM) in Q2 2026, closing a stake of 883 shares — an estimated $203K sold.

Fingerlakes Wealth Management first reported a position in WM in Q1 2025 and held it in 5 quarters. The position peaked at $217K in Q4 2025. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Fingerlakes Wealth Management reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Fingerlakes Wealth Management sold 883 Waste Management shares in Q2 2026, an estimated $203K.
  • Fingerlakes Wealth Management first reported a position in Waste Management in Q1 2025 and held it in 5 quarters.
  • Fingerlakes Wealth Management's Waste Management position peaked at $217K in Q4 2025.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.