Formidable Asset Management
WM icon

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
Q3 		$522K Buy
2,344
+27
+1% +$6.05K 0.08% 232
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% +$10K 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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Formidable Asset Management's WM Position: Q3 2026 in Review

Formidable Asset Management increased its Waste Management (WM) stake by 1.2% in Q3 2026, buying an estimated $6.05K and bringing the position to 2,344 shares worth $522K. The position accounts for 0.08% of the portfolio, ranked #232.

Formidable Asset Management first reported a position in WM in Q3 2014 and has held it in 18 quarters since. The position peaked at $536K in Q2 2025. 1,138 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Formidable Asset Management held 2,344 shares of Waste Management worth $522K as of Q3 2026.
  • Formidable Asset Management bought 27 Waste Management shares in Q3 2026, an estimated $6.05K.
  • Waste Management made up 0.08% of Formidable Asset Management's portfolio in Q3 2026, its #232 holding.
  • Formidable Asset Management first reported a position in Waste Management in Q3 2014 and has held it in 18 quarters since.
  • Formidable Asset Management's Waste Management position peaked at $536K in Q2 2025.
  • 1,138 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.