First Western Trust Bank’s Waste Management WM Stock Holding History

First Western Trust Bank’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	$412K	Buy	1,850 +45	+2%	+$10K	0.02%	154
2026 Q1	$415K	Hold	1,805	–	–	0.02%	145
2025 Q4	$397K	Sell	1,805 -11	-0.6%	-$2.35K	0.02%	143
2025 Q3	$401K	Sell	1,816 -10	-0.5%	-$2.25K	0.02%	137
2025 Q2	$418K	Hold	1,826	–	–	0.02%	130
2025 Q1	$423K	Sell	1,826 -62	-3%	-$13.7K	0.02%	129
2024 Q4	$381K	Buy	1,888 +17	+0.9%	+$3.65K	0.02%	141
2024 Q3	$388K	Hold	1,871	–	–	0.02%	144
2024 Q2	$399K	Sell	1,871 -45	-2%	-$9.35K	0.02%	134
2024 Q1	$408K	Hold	1,916	–	–	0.02%	140
2023 Q4	$343K	Buy	+1,916	New	+$321K	0.02%	155
2023 Q1	–	Sell	-1,743	Closed	-$273K	–	190
2022 Q4	$273K	Sell	1,743 -4	-0.2%	-$644	0.02%	164
2022 Q3	$280K	Buy	1,747 +1	+0.1%	+$165	0.02%	145
2022 Q2	$264K	Sell	1,746 -357	-17%	-$55.9K	0.02%	151
2022 Q1	$335K	Buy	+2,103	New	+$319K	0.02%	146

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

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

First Western Trust Bank increased its Waste Management (WM) stake by 2.5% in Q2 2026, buying an estimated $10K and bringing the position to 1,850 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #154.

First Western Trust Bank first reported a position in WM in Q1 2022 and has held it in 15 quarters since. The position peaked at $423K in Q1 2025. 1,052 funds tracked by Wall St. Rank hold WM as of Q2 2026.

First Western Trust Bank held 1,850 shares of Waste Management worth $412K as of Q2 2026.
First Western Trust Bank bought 45 Waste Management shares in Q2 2026, an estimated $10K.
Waste Management made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #154 holding.
First Western Trust Bank first reported a position in Waste Management in Q1 2022 and has held it in 15 quarters since.
First Western Trust Bank's Waste Management position peaked at $423K in Q1 2025.
1,052 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.