Global Financial Private Client
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Global Financial Private Client’s Waste Management WM Stock Holding History

Global Financial Private Client’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 		$316K Buy
1,551
+47
+3% +$10.5K 0.09% 204
2026
Q2 		$335K Sell
1,504
-26
-2% -$5.78K 0.09% 201
2026
Q1 		$352K Buy
1,530
+63
+4% +$14.5K 0.12% 185
2025
Q4 		$322K Buy
1,467
+17
+1% +$3.62K 0.11% 184
2025
Q3 		$320K Buy
1,450
+28
+2% +$6.31K 0.11% 187
2025
Q2 		$325K Buy
1,422
+93
+7% +$21.6K 0.12% 175
2025
Q1 		$308K Sell
1,329
-32
-2% -$7.09K 0.12% 171
2024
Q4 		$275K Buy
1,361
+7
+0.5% +$1.5K 0.1% 175
2024
Q3 		$281K Buy
1,354
+97
+8% +$20.2K 0.11% 172
2024
Q2 		$268K Hold
1,257
– – 0.11% 167
2024
Q1 		$268K Hold
1,257
– – 0.12% 160
2023
Q4 		$225K Sell
1,257
-9
-0.7% -$1.51K 0.11% 167
2023
Q3 		$191K Hold
1,266
– – 0.1% 167
2023
Q2 		$217K Hold
1,266
– – 0.11% 164
2023
Q1 		$207K Sell
1,266
-3,067
-71% -$470K 0.11% 154
2022
Q4 		$680K Buy
4,333
+1,427
+49% +$230K 0.38% 63
2022
Q3 		$480K Buy
2,906
+1,664
+134% +$275K 0.28% 82
2022
Q2 		$193K Hold
1,242
– – 0.11% 136
2022
Q1 		$198K Hold
1,242
– – 0.1% 143
2021
Q4 		$207K Hold
1,242
– – 0.1% 139
2021
Q3 		$186K Hold
1,242
– – 0.1% 145
2021
Q2 		$175K Hold
1,242
– – 0.1% 144
2021
Q1 		$161K Hold
1,242
– – 0.12% 127
2020
Q4 		$146K Hold
1,242
– – 0.12% 119
2020
Q3 		$140K Hold
1,242
– – 0.12% 118
2020
Q2 		$131K Buy
1,242
+550
+79% +$55.5K 0.11% 135
2020
Q1 		$61.2K Sell
692
-149
-18% -$17.1K 0.06% 186
2019
Q4 		$95.8K Buy
+841
New +$95K 0.08% 174

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

Global Financial Private Client's WM Position: Q3 2026 in Review

Global Financial Private Client increased its Waste Management (WM) stake by 3.1% in Q3 2026, buying an estimated $10.5K and bringing the position to 1,551 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #204.

Global Financial Private Client first reported a position in WM in Q4 2019 and has held it in 28 quarters since. The position peaked at $680K in Q4 2022. 1,048 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Global Financial Private Client held 1,551 shares of Waste Management worth $316K as of Q3 2026.
  • Global Financial Private Client bought 47 Waste Management shares in Q3 2026, an estimated $10.5K.
  • Waste Management made up 0.09% of Global Financial Private Client's portfolio in Q3 2026, its #204 holding.
  • Global Financial Private Client first reported a position in Waste Management in Q4 2019 and has held it in 28 quarters since.
  • Global Financial Private Client's Waste Management position peaked at $680K in Q4 2022.
  • 1,048 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.