Frisch Financial Group’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$401K Buy
1,799
+413
+30% +$91.9K 0.07% 126
2026
Q1
$319K Buy
1,386
+5
+0.4% +$1.15K 0.07% 125
2025
Q4
$303K Sell
1,381
-31
-2% -$6.61K 0.07% 122
2025
Q3
$312K Buy
1,412
+5
+0.4% +$1.13K 0.07% 113
2025
Q2
$322K Buy
1,407
+240
+21% +$55.7K 0.08% 104
2025
Q1
$270K Sell
1,167
-31
-3% -$6.87K 0.08% 104
2024
Q4
$242K Buy
1,198
+4
+0.3% +$859 0.07% 110
2024
Q3
$248K Buy
1,194
+4
+0.3% +$835 0.07% 113
2024
Q2
$254K Buy
1,190
+4
+0.3% +$831 0.08% 111
2024
Q1
$253K Buy
1,186
+4
+0.3% +$786 0.08% 104
2023
Q4
$212K Buy
+1,182
New +$198K 0.08% 118
2023
Q3
Sell
-1,172
Closed -$203K 125
2023
Q2
$203K Sell
1,172
-176
-13% -$29.1K 0.1% 111
2023
Q1
$220K Buy
1,348
+41
+3% +$6.28K 0.09% 108
2022
Q4
$205K Buy
1,307
+6
+0.5% +$965 0.08% 130
2022
Q3
$208K Buy
+1,301
New +$215K 0.09% 112
2022
Q2
Sell
-1,290
Closed -$204K 146
2022
Q1
$204K Sell
1,290
-822
-39% -$125K 0.07% 139
2021
Q4
$353K Buy
2,112
+7
+0.3% +$1.13K 0.11% 108
2021
Q3
$314K Buy
2,105
+158
+8% +$23.6K 0.1% 110
2021
Q2
$273K Buy
1,947
+8
+0.4% +$1.11K 0.09% 121
2021
Q1
$250K Buy
1,939
+9
+0.5% +$1.05K 0.08% 124
2020
Q4
$228K Buy
+1,930
New +$225K 0.08% 114

Other funds holding WM

Frisch Financial Group's WM Position: Q2 2026 in Review

Frisch Financial Group increased its Waste Management (WM) stake by 30% in Q2 2026, buying an estimated $91.9K and bringing the position to 1,799 shares worth $401K. The position accounts for 0.07% of the portfolio, ranked #126.

Frisch Financial Group first reported a position in WM in Q4 2020 and has held it in 21 quarters since. 2,361 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Frisch Financial Group held 1,799 shares of Waste Management worth $401K as of Q2 2026.
  • Frisch Financial Group bought 413 Waste Management shares in Q2 2026, an estimated $91.9K.
  • Waste Management made up 0.07% of Frisch Financial Group's portfolio in Q2 2026, its #126 holding.
  • Frisch Financial Group first reported a position in Waste Management in Q4 2020 and has held it in 21 quarters since.
  • 2,361 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.