Halbert Hargrove Global Advisors’s Waste Management WM Stock Holding History

Halbert Hargrove Global Advisors’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	$37K	Hold	166	–	–	﹤0.01%	229
2026 Q1	$38.1K	Hold	166	–	–	﹤0.01%	210
2025 Q4	$36.5K	Sell	166 -78	-32%	-$16.6K	﹤0.01%	217
2025 Q3	$53.8K	Buy	244 +78	+47%	+$17.6K	﹤0.01%	174
2025 Q2	$38K	Sell	166 -15	-8%	-$3.48K	﹤0.01%	159
2025 Q1	$41.9K	Buy	181 +15	+9%	+$3.32K	﹤0.01%	157
2024 Q4	$33.5K	Buy	+166	New	+$35.7K	﹤0.01%	172
2022 Q4	–	Sell	-1,413	Closed	-$227K	–	175
2022 Q3	$227K	Buy	+1,413	New	+$233K	0.02%	135
2022 Q1	–	Sell	-1,241	Closed	-$207K	–	184
2021 Q4	$207K	Buy	+1,241	New	+$200K	0.01%	160

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

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

Halbert Hargrove Global Advisors's WM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Waste Management (WM) position steady in Q2 2026 at 166 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Halbert Hargrove Global Advisors first reported a position in WM in Q4 2021 and has held it in 9 quarters since. The position peaked at $227K in Q3 2022. 536 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Halbert Hargrove Global Advisors held 166 shares of Waste Management worth $37K as of Q2 2026.
Halbert Hargrove Global Advisors left its Waste Management share count unchanged in Q2 2026.
Waste Management made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #229 holding.
Halbert Hargrove Global Advisors first reported a position in Waste Management in Q4 2021 and has held it in 9 quarters since.
Halbert Hargrove Global Advisors's Waste Management position peaked at $227K in Q3 2022.
536 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.