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Greystone Financial Group’s Waste Management WM Stock Holding History

Greystone Financial Group’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 		$7.57M Sell
33,955
-1,203
-3% -$268K 2.11% 17
2026
Q1 		$8.08M Sell
35,158
-22,912
-39% -$5.26M 2.29% 13
2025
Q4 		$12.8M Buy
58,070
+4,342
+8% +$925K 1.99% 20
2025
Q3 		$11.9M Buy
53,728
+6,799
+14% +$1.53M 1.84% 23
2025
Q2 		$10.7M Buy
46,929
+5,269
+13% +$1.22M 1.77% 24
2025
Q1 		$9.64M Buy
41,660
+5,054
+14% +$1.12M 1.75% 24
2024
Q4 		$7.39M Buy
+36,606
New +$7.86M 1.28% 33
2022
Q1 		– Sell
-24,822
Closed -$4.14M – 95
2021
Q4 		$4.14M Sell
24,822
-12,517
-34% -$2.01M 0.99% 40
2021
Q3 		$5.58M Sell
37,339
-14,155
-27% -$2.12M 1.66% 21
2021
Q2 		$7.21M Buy
51,494
+193
+0.4% +$26.7K 1.79% 17
2021
Q1 		$7.24M Buy
+51,301
New +$6M 1.82% 19

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

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

Greystone Financial Group reduced its Waste Management (WM) stake by 3.4% in Q2 2026, selling an estimated $268K and leaving 33,955 shares worth $7.57M. The position accounts for 2.11% of the portfolio, ranked #17.

Greystone Financial Group first reported a position in WM in Q1 2021 and has held it in 11 quarters since. The position peaked at $12.8M in Q4 2025. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Greystone Financial Group held 33,955 shares of Waste Management worth $7.57M as of Q2 2026.
  • Greystone Financial Group sold 1,203 Waste Management shares in Q2 2026, an estimated $268K.
  • Waste Management made up 2.11% of Greystone Financial Group's portfolio in Q2 2026, its #17 holding.
  • Greystone Financial Group first reported a position in Waste Management in Q1 2021 and has held it in 11 quarters since.
  • Greystone Financial Group's Waste Management position peaked at $12.8M in Q4 2025.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.