FC
WM icon

Fulcrum Capital’s Waste Management WM Stock Holding History

Fulcrum Capital’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 		$10.6M Sell
47,571
-1,476
-3% -$328K 2.15% 13
2026
Q1 		$11.3M Sell
49,047
-102
-0.2% -$23.4K 2.45% 14
2025
Q4 		$10.8M Buy
49,149
+1,730
+4% +$369K 2.17% 17
2025
Q3 		$10.5M Sell
47,419
-265
-0.6% -$59.7K 2.15% 14
2025
Q2 		$10.9M Sell
47,684
-83
-0.2% -$19.3K 2.31% 15
2025
Q1 		$11.1M Sell
47,767
-336
-0.7% -$74.4K 2.45% 13
2024
Q4 		$9.71M Buy
48,103
+413
+0.9% +$88.7K 2.03% 16
2024
Q3 		$9.9M Buy
47,690
+308
+0.7% +$64.3K 2.16% 13
2024
Q2 		$10.1M Buy
47,382
+479
+1% +$99.6K 2.3% 13
2024
Q1 		$10M Buy
46,903
+56
+0.1% +$11K 2.37% 13
2023
Q4 		$8.39M Sell
46,847
-2,586
-5% -$434K 2.17% 16
2023
Q3 		$7.54M Sell
49,433
-397
-0.8% -$64.2K 2.19% 16
2023
Q2 		$8.64M Sell
49,830
-3,000
-6% -$496K 2.27% 13
2023
Q1 		$8.62M Sell
52,830
-1,912
-3% -$293K 2.32% 12
2022
Q4 		$8.59M Sell
54,742
-1,402
-2% -$226K 2.48% 10
2022
Q3 		$8.99M Sell
56,144
-1,342
-2% -$222K 2.67% 9
2022
Q2 		$8.79M Sell
57,486
-5,805
-9% -$909K 2.76% 10
2022
Q1 		$10M Buy
63,291
+1,284
+2% +$195K 2.69% 12
2021
Q4 		$10.3M Buy
62,007
+811
+1% +$130K 2.24% 15
2021
Q3 		$9.14M Buy
61,196
+493
+0.8% +$73.8K 2.19% 16
2021
Q2 		$8.51M Buy
60,703
+2,531
+4% +$350K 2.13% 19
2021
Q1 		$7.5M Buy
58,172
+2,880
+5% +$337K 2.15% 18
2020
Q4 		$6.52M Buy
55,292
+4,514
+9% +$526K 1.95% 25
2020
Q3 		$5.75M Sell
50,778
-1,573
-3% -$174K 2.08% 26
2020
Q2 		$5.54M Sell
52,351
-2,746
-5% -$277K 2.1% 28
2020
Q1 		$5.1M Sell
55,097
-3,671
-6% -$421K 2.32% 26
2019
Q4 		$6.7M Buy
58,768
+2,870
+5% +$324K 2.07% 21
2019
Q3 		$6.43M Sell
55,898
-1,812
-3% -$212K 2.2% 15
2019
Q2 		$6.66M Sell
57,710
-2,095
-4% -$227K 2.44% 15
2019
Q1 		$6.21M Buy
59,805
+2,142
+4% +$209K 2.35% 17
2018
Q4 		$5.13M Buy
57,663
+4,553
+9% +$409K 2.31% 16
2018
Q3 		$4.8M Buy
53,110
+2,721
+5% +$241K 1.87% 21
2018
Q2 		$0 Buy
50,389
+4,088
+9% +$339K ﹤0.01% 66
2018
Q1 		$3.9M Buy
46,301
+34,802
+303% +$2.99M 1.27% 28
2017
Q4 		$992K Buy
+11,499
New +$936K 0.32% 46

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
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Fulcrum Capital's WM Position: Q2 2026 in Review

Fulcrum Capital reduced its Waste Management (WM) stake by 3% in Q2 2026, selling an estimated $328K and leaving 47,571 shares worth $10.6M. The position accounts for 2.15% of the portfolio, ranked #13.

Fulcrum Capital first reported a position in WM in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.3M in Q1 2026. 564 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Fulcrum Capital held 47,571 shares of Waste Management worth $10.6M as of Q2 2026.
  • Fulcrum Capital sold 1,476 Waste Management shares in Q2 2026, an estimated $328K.
  • Waste Management made up 2.15% of Fulcrum Capital's portfolio in Q2 2026, its #13 holding.
  • Fulcrum Capital first reported a position in Waste Management in Q4 2017 and has held it in 35 quarters since.
  • Fulcrum Capital's Waste Management position peaked at $11.3M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.