First Heartland Consultants’s Waste Management WM Stock Holding History

First Heartland Consultants’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	$209K	Buy	+936	New	+$208K	0.01%	564
2022 Q4	–	Sell	-1,309	Closed	-$209	–	395
2022 Q3	$209	Sell	1,309 -54	-4%	-$8.91K	0.02%	325
2022 Q2	$208K	Sell	1,363 -63	-4%	-$9.87K	0.03%	319
2022 Q1	$226K	Buy	1,426 +72	+5%	+$10.9K	0.04%	310
2021 Q4	$226	Hold	1,354	–	–	0.01%	343
2021 Q3	$202K	Buy	+1,354	New	+$203K	0.03%	376
2020 Q3	–	Sell	-3,155	Closed	-$334K	–	316
2020 Q2	$334K	Buy	3,155 +31	+1%	+$3.13K	0.07%	200
2020 Q1	$289K	Sell	3,124 -384	-11%	-$44K	0.07%	190
2019 Q4	$400K	Sell	3,508 -65	-2%	-$7.34K	0.08%	198
2019 Q3	$411K	Buy	3,573 +200	+6%	+$23.4K	0.09%	184
2019 Q2	$389K	Buy	3,373 +516	+18%	+$56K	0.09%	186
2019 Q1	$297K	Buy	+2,857	New	+$279K	0.08%	204

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

First Heartland Consultants's WM Position: Q2 2026 in Review

First Heartland Consultants opened a new position in Waste Management (WM) in Q2 2026: 936 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in WM as recently as Q3 2022.

First Heartland Consultants first reported a position in WM in Q1 2019 and has held it in 12 quarters since. The position peaked at $411K in Q3 2019. 517 funds tracked by Wall St. Rank hold WM as of Q2 2026.

First Heartland Consultants held 936 shares of Waste Management worth $209K as of Q2 2026.
Waste Management was a new First Heartland Consultants position in Q2 2026.
Waste Management made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #564 holding.
First Heartland Consultants first reported a position in Waste Management in Q1 2019 and has held it in 12 quarters since.
First Heartland Consultants's Waste Management position peaked at $411K in Q3 2019.
517 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.