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Haverford Financial Services’s Waste Management WM Stock Holding History

Haverford Financial Services’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 		$3.3M Sell
14,815
-1,405
-9% -$312K 0.97% 31
2026
Q1 		$3.73M Sell
16,220
-961
-6% -$221K 1.11% 30
2025
Q4 		$3.77M Sell
17,181
-2,328
-12% -$496K 1.06% 30
2025
Q3 		$4.31M Sell
19,509
-106
-0.5% -$23.9K 1.21% 31
2025
Q2 		$4.49M Buy
+19,615
New +$4.55M 1.33% 29
2016
Q3 		– Sell
-6,130
Closed -$406K – 61
2016
Q2 		$406K Sell
6,130
-20
-0.3% -$1.21K 0.17% 40
2016
Q1 		$363K Buy
6,150
+1,633
+36% +$90.1K 0.15% 41
2015
Q4 		$241K Sell
4,517
-119
-3% -$6.32K 0.1% 46
2015
Q3 		$231K Sell
4,636
-96
-2% -$4.78K 0.11% 41
2015
Q2 		$219K Sell
4,732
-257
-5% -$12.9K 0.09% 43
2015
Q1 		$271K Sell
4,989
-67
-1% -$3.56K 0.11% 38
2014
Q4 		$259K Sell
5,056
-1,261
-20% -$61.4K 0.11% 37
2014
Q3 		$300K Buy
6,317
+330
+6% +$15.1K 0.13% 36
2014
Q2 		$268K Sell
5,987
-983
-14% -$42.8K 0.12% 43
2014
Q1 		$293K Sell
6,970
-429
-6% -$18K 0.13% 39
2013
Q4 		$332K Buy
7,399
+53
+0.7% +$2.31K 0.16% 40
2013
Q3 		$303K Buy
+7,346
New +$306K 0.17% 39

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

Haverford Financial Services's WM Position: Q2 2026 in Review

Haverford Financial Services reduced its Waste Management (WM) stake by 8.7% in Q2 2026, selling an estimated $312K and leaving 14,815 shares worth $3.3M. The position accounts for 0.97% of the portfolio, ranked #31.

Haverford Financial Services first reported a position in WM in Q3 2013 and has held it in 17 quarters since. The position peaked at $4.49M in Q2 2025. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Haverford Financial Services held 14,815 shares of Waste Management worth $3.3M as of Q2 2026.
  • Haverford Financial Services sold 1,405 Waste Management shares in Q2 2026, an estimated $312K.
  • Waste Management made up 0.97% of Haverford Financial Services's portfolio in Q2 2026, its #31 holding.
  • Haverford Financial Services first reported a position in Waste Management in Q3 2013 and has held it in 17 quarters since.
  • Haverford Financial Services's Waste Management position peaked at $4.49M in Q2 2025.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Haverford Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.