Fortune Financial Advisors’s Waste Management WM Stock Holding History

Fortune Financial Advisors’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	$325K	Hold	1,456	–	–	0.14%	128
2026 Q1	$335K	Buy	1,456 +18	+1%	+$4.14K	0.17%	110
2025 Q4	$316K	Sell	1,438 -36	-2%	-$7.67K	0.21%	79
2025 Q3	$326K	Buy	1,474 +135	+10%	+$30.4K	0.24%	79
2025 Q2	$306K	Sell	1,339 -10	-0.7%	-$2.32K	0.25%	77
2025 Q1	$312K	Hold	1,349	–	–	0.27%	76
2024 Q4	$272K	Hold	1,349	–	–	0.25%	77
2024 Q3	$280K	Hold	1,349	–	–	0.25%	79
2024 Q2	$288K	Sell	1,349 -20	-1%	-$4.16K	0.18%	111
2024 Q1	$292K	Sell	1,369 -40	-3%	-$7.86K	0.18%	112
2023 Q4	$252K	Buy	1,409 +2	+0.1%	+$335	0.18%	111
2023 Q3	$215K	Sell	1,407 -29	-2%	-$4.69K	0.16%	112
2023 Q2	$249K	Buy	+1,436	New	+$237K	0.19%	109

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

Fortune Financial Advisors's WM Position: Q2 2026 in Review

Fortune Financial Advisors held its Waste Management (WM) position steady in Q2 2026 at 1,456 shares worth $325K. The position accounts for 0.14% of the portfolio, ranked #128.

Fortune Financial Advisors first reported a position in WM in Q2 2023 and has held it in 13 quarters since. The position peaked at $335K in Q1 2026. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Fortune Financial Advisors held 1,456 shares of Waste Management worth $325K as of Q2 2026.
Fortune Financial Advisors left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.14% of Fortune Financial Advisors's portfolio in Q2 2026, its #128 holding.
Fortune Financial Advisors first reported a position in Waste Management in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's Waste Management position peaked at $335K in Q1 2026.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.