Godfrey Financial Associates’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
$36.3K Buy
163
+11
+7% +$2.45K 0.03% 272
2026
Q1
$34.9K Sell
152
-2
-1% -$460 0.03% 268
2025
Q4
$33.8K Buy
+154
New +$32.8K 0.03% 266

Other funds holding WM

Godfrey Financial Associates's WM Position: Q2 2026 in Review

Godfrey Financial Associates increased its Waste Management (WM) stake by 7.2% in Q2 2026, buying an estimated $2.45K and bringing the position to 163 shares worth $36.3K. The position accounts for 0.03% of the portfolio, ranked #272.

Godfrey Financial Associates first reported a position in WM in Q4 2025 and has held it in 3 quarters since. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Godfrey Financial Associates held 163 shares of Waste Management worth $36.3K as of Q2 2026.
  • Godfrey Financial Associates bought 11 Waste Management shares in Q2 2026, an estimated $2.45K.
  • Waste Management made up 0.03% of Godfrey Financial Associates's portfolio in Q2 2026, its #272 holding.
  • Godfrey Financial Associates first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.