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Forum Financial Management’s Waste Management WM Stock Holding History

Forum Financial 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 		$276K Buy
1,239
+102
+9% +$22.7K ﹤0.01% 282
2026
Q1 		$261K Sell
1,137
-2,095
-65% -$481K ﹤0.01% 275
2025
Q4 		$710K Sell
3,232
-45
-1% -$9.59K 0.01% 343
2025
Q3 		$724K Buy
3,277
+341
+12% +$76.8K 0.01% 318
2025
Q2 		$672K Sell
2,936
-203
-6% -$47.1K 0.01% 312
2025
Q1 		$727K Sell
3,139
-11
-0.3% -$2.44K 0.01% 261
2024
Q4 		$636K Buy
3,150
+549
+21% +$118K 0.01% 305
2024
Q3 		$540K Buy
2,601
+12
+0.5% +$2.5K 0.01% 307
2024
Q2 		$552K Buy
2,589
+181
+8% +$37.6K 0.01% 281
2024
Q1 		$513K Sell
2,408
-165
-6% -$32.4K 0.01% 317
2023
Q4 		$461K Sell
2,573
-194
-7% -$32.5K 0.01% 309
2023
Q3 		$422K Buy
2,767
+19
+0.7% +$3.07K 0.01% 327
2023
Q2 		$477K Buy
2,748
+513
+23% +$84.8K 0.01% 307
2023
Q1 		$365K Buy
2,235
+42
+2% +$6.43K 0.01% 345
2022
Q4 		$344K Sell
2,193
-37
-2% -$5.95K 0.01% 353
2022
Q3 		$357K Buy
2,230
+26
+1% +$4.29K 0.02% 300
2022
Q2 		$337K Buy
2,204
+54
+3% +$8.46K 0.02% 321
2022
Q1 		$340K Hold
2,150
– – 0.02% 342
2021
Q4 		$359K Buy
+2,150
New +$346K 0.02% 338

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Forum Financial Management's WM Position: Q2 2026 in Review

Forum Financial Management increased its Waste Management (WM) stake by 9% in Q2 2026, buying an estimated $22.7K and bringing the position to 1,239 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Forum Financial Management first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $727K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Forum Financial Management held 1,239 shares of Waste Management worth $276K as of Q2 2026.
  • Forum Financial Management bought 102 Waste Management shares in Q2 2026, an estimated $22.7K.
  • Waste Management made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #282 holding.
  • Forum Financial Management first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Waste Management position peaked at $727K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.