FUBT
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First United Bank & Trust’s Waste Management WM Stock Holding History

First United Bank & Trust’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 		$287K Hold
1,286
– – 0.08% 139
2026
Q1 		$296K Sell
1,286
-56
-4% -$12.9K 0.1% 125
2025
Q4 		$295K Sell
1,342
-287
-18% -$61.2K 0.09% 128
2025
Q3 		$360K Buy
1,629
+37
+2% +$8.33K 0.12% 117
2025
Q2 		$364K Hold
1,592
– – 0.13% 113
2025
Q1 		$369K Sell
1,592
-17
-1% -$3.77K 0.14% 110
2024
Q4 		$325K Sell
1,609
-21
-1% -$4.51K 0.12% 120
2024
Q3 		$338K Hold
1,630
– – 0.12% 120
2024
Q2 		$348K Sell
1,630
-70
-4% -$14.6K 0.13% 118
2024
Q1 		$362K Hold
1,700
– – 0.13% 118
2023
Q4 		$304K Sell
1,700
-30
-2% -$5.03K 0.12% 119
2023
Q3 		$264K Hold
1,730
– – 0.12% 124
2023
Q2 		$300K Sell
1,730
-130
-7% -$21.5K 0.13% 120
2023
Q1 		$303K Hold
1,860
– – 0.14% 117
2022
Q4 		$292K Hold
1,860
– – 0.14% 117
2022
Q3 		$298K Hold
1,860
– – 0.15% 118
2022
Q2 		$285K Buy
1,860
+496
+36% +$77.7K 0.13% 125
2022
Q1 		$216K Buy
1,364
+55
+4% +$8.34K 0.08% 155
2021
Q4 		$218K Buy
+1,309
New +$210K 0.08% 159
2014
Q2 		– Sell
-6,085
Closed -$256K – 85
2014
Q1 		$256K Sell
6,085
-800
-12% -$33.5K 0.28% 78
2013
Q4 		$309K Sell
6,885
-160
-2% -$6.99K 0.34% 71
2013
Q3 		$290K Sell
7,045
-235
-3% -$9.79K 0.35% 70
2013
Q2 		$294K Buy
+7,280
New +$294K 0.4% 68

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

First United Bank & Trust's WM Position: Q2 2026 in Review

First United Bank & Trust held its Waste Management (WM) position steady in Q2 2026 at 1,286 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #139.

First United Bank & Trust first reported a position in WM in Q2 2013 and has held it in 23 quarters since. The position peaked at $369K in Q1 2025. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • First United Bank & Trust held 1,286 shares of Waste Management worth $287K as of Q2 2026.
  • First United Bank & Trust left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.08% of First United Bank & Trust's portfolio in Q2 2026, its #139 holding.
  • First United Bank & Trust first reported a position in Waste Management in Q2 2013 and has held it in 23 quarters since.
  • First United Bank & Trust's Waste Management position peaked at $369K in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.