FAM
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Formidable Asset Management’s Waste Management WM Stock Holding History

Formidable Asset 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 		$532K Hold
2,317
– – 0.08% 223
2026
Q1 		$509K Hold
2,317
– – 0.08% 228
2025
Q4 		$512K Hold
2,317
– – 0.07% 247
2025
Q3 		$530K Hold
2,317
– – 0.08% 226
2025
Q2 		$536K Hold
2,317
– – 0.09% 218
2025
Q1 		$536K Buy
2,317
+45
+2% +$9.97K 0.09% 219
2024
Q4 		$458K Hold
2,272
– – 0.08% 241
2024
Q3 		$472K Sell
2,272
-57
-2% -$11.9K 0.08% 230
2024
Q2 		$497K Buy
2,329
+57
+3% +$11.8K 0.08% 235
2024
Q1 		$484K Buy
+2,272
New +$446K 0.08% 229
2016
Q2 		– Sell
-39
Closed -$2K – 428
2016
Q1 		$2K Hold
39
– – ﹤0.01% 470
2015
Q4 		$2K Hold
39
– – ﹤0.01% 533
2015
Q3 		$1K Hold
39
– – ﹤0.01% 609
2015
Q2 		$2K Hold
39
– – ﹤0.01% 493
2015
Q1 		$2K Hold
39
– – ﹤0.01% 484
2014
Q4 		$2K Hold
39
– – ﹤0.01% 451
2014
Q3 		$2K Buy
+39
New +$1.79K ﹤0.01% 446

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Formidable Asset Management's WM Position: Q2 2026 in Review

Formidable Asset Management held its Waste Management (WM) position steady in Q2 2026 at 2,317 shares worth $532K. The position accounts for 0.08% of the portfolio, ranked #223.

Formidable Asset Management first reported a position in WM in Q3 2014 and has held it in 17 quarters since. The position peaked at $536K in Q2 2025. 492 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Formidable Asset Management held 2,317 shares of Waste Management worth $532K as of Q2 2026.
  • Formidable Asset Management left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.08% of Formidable Asset Management's portfolio in Q2 2026, its #223 holding.
  • Formidable Asset Management first reported a position in Waste Management in Q3 2014 and has held it in 17 quarters since.
  • Formidable Asset Management's Waste Management position peaked at $536K in Q2 2025.
  • 492 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.