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Harbor Investment Advisory’s Waste Management WM Stock Holding History

Harbor Investment Advisory’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 		$554K Sell
2,487
-667
-21% -$148K 0.04% 283
2026
Q1 		$725K Buy
3,154
+241
+8% +$55.4K 0.06% 237
2025
Q4 		$640K Buy
2,913
+1,950
+202% +$416K 0.05% 253
2025
Q3 		$213K Hold
963
– – 0.02% 383
2025
Q2 		$220K Hold
963
– – 0.02% 358
2025
Q1 		$223K Hold
963
– – 0.02% 356
2024
Q4 		$194K Hold
963
– – 0.02% 351
2024
Q3 		$200K Sell
963
-4
-0.4% -$835 0.02% 340
2024
Q2 		$206K Hold
967
– – 0.02% 332
2024
Q1 		$206K Sell
967
-23
-2% -$4.52K 0.02% 337
2023
Q4 		$177K Hold
990
– – 0.02% 341
2023
Q3 		$151K Buy
990
+15
+2% +$2.43K 0.02% 343
2023
Q2 		$169K Hold
975
– – 0.02% 373
2023
Q1 		$159K Sell
975
-180
-16% -$27.6K 0.02% 394
2022
Q4 		$181K Buy
1,155
+208
+22% +$33.5K 0.03% 357
2022
Q3 		$152K Sell
947
-5
-0.5% -$825 0.03% 379
2022
Q2 		$146K Buy
952
+24
+3% +$3.76K 0.02% 399
2022
Q1 		$147K Buy
928
+21
+2% +$3.18K 0.02% 435
2021
Q4 		$151K Buy
907
+62
+7% +$9.97K 0.02% 435
2021
Q3 		$126K Buy
845
+33
+4% +$4.94K 0.02% 464
2021
Q2 		$114K Hold
812
– – 0.02% 488
2021
Q1 		$105K Buy
812
+19
+2% +$2.22K 0.02% 470
2020
Q4 		$94K Sell
793
-3
-0.4% -$350 0.02% 467
2020
Q3 		$90K Buy
796
+60
+8% +$6.63K 0.02% 390
2020
Q2 		$78K Buy
736
+120
+19% +$12.1K 0.02% 385
2020
Q1 		$57K Hold
616
– – 0.02% 384
2019
Q4 		$70K Buy
+616
New +$69.6K 0.02% 367

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

Harbor Investment Advisory's WM Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Waste Management (WM) stake by 21% in Q2 2026, selling an estimated $148K and leaving 2,487 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #283.

Harbor Investment Advisory first reported a position in WM in Q4 2019 and has held it in 27 quarters since. The position peaked at $725K in Q1 2026. 749 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Harbor Investment Advisory held 2,487 shares of Waste Management worth $554K as of Q2 2026.
  • Harbor Investment Advisory sold 667 Waste Management shares in Q2 2026, an estimated $148K.
  • Waste Management made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #283 holding.
  • Harbor Investment Advisory first reported a position in Waste Management in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Waste Management position peaked at $725K in Q1 2026.
  • 749 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.