GWMI
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Guardian Wealth Management (Illinois)’s Waste Management WM Stock Holding History

Guardian Wealth Management (Illinois)’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 		$3.48M Buy
15,627
+380
+2% +$84.5K 1.71% 26
2026
Q1 		$3.5M Buy
15,247
+250
+2% +$57.4K 1.91% 21
2025
Q4 		$3.3M Sell
14,997
-261
-2% -$55.6K 1.94% 21
2025
Q3 		$3.37M Buy
15,258
+219
+1% +$49.3K 1.99% 20
2025
Q2 		$3.44M Buy
15,039
+17
+0.1% +$3.94K 2.29% 15
2025
Q1 		$3.48M Buy
15,022
+495
+3% +$110K 2.32% 14
2024
Q4 		$2.93M Sell
14,527
-141
-1% -$30.3K 2% 15
2024
Q3 		$3.05M Buy
14,668
+120
+0.8% +$25K 2.15% 15
2024
Q2 		$3.1M Buy
14,548
+98
+0.7% +$20.4K 2.37% 14
2024
Q1 		$3.08M Buy
14,450
+8
+0.1% +$1.57K 2.37% 14
2023
Q4 		$2.59M Buy
14,442
+88
+0.6% +$14.8K 2.19% 15
2023
Q3 		$2.19M Buy
14,354
+12
+0.1% +$1.94K 2.05% 17
2023
Q2 		$2.49M Buy
14,342
+320
+2% +$52.9K 2.27% 12
2023
Q1 		$2.29M Buy
14,022
+274
+2% +$42K 2.2% 13
2022
Q4 		$2.16M Sell
13,748
-44
-0.3% -$7.08K 2.12% 14
2022
Q3 		$2.21M Buy
13,792
+235
+2% +$38.8K 2.5% 8
2022
Q2 		$2.07M Buy
13,557
+509
+4% +$79.7K 2.23% 10
2022
Q1 		$2.07M Buy
13,048
+167
+1% +$25.3K 2.05% 12
2021
Q4 		$2.15M Buy
+12,881
New +$2.07M 2.07% 14

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s WM Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Waste Management (WM) stake by 2.5% in Q2 2026, buying an estimated $84.5K and bringing the position to 15,627 shares worth $3.48M. The position accounts for 1.71% of the portfolio, ranked #26.

Guardian Wealth Management (Illinois) first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.5M in Q1 2026. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 15,627 shares of Waste Management worth $3.48M as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 380 Waste Management shares in Q2 2026, an estimated $84.5K.
  • Waste Management made up 1.71% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #26 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s Waste Management position peaked at $3.5M in Q1 2026.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.