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Heartland Bank & Trust’s Waste Management WM Stock Holding History

Heartland Bank & Trust’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 		– Sell
-917
Closed -$211K – 215
2026
Q1 		$211K Buy
+917
New +$211K 0.05% 201
2025
Q1 		– Sell
-1,548
Closed -$312K – 188
2024
Q4 		$312K Sell
1,548
-46
-3% -$9.88K 0.17% 114
2024
Q3 		$331K Sell
1,594
-40
-2% -$8.35K 0.18% 121
2024
Q2 		$349K Buy
1,634
+15
+0.9% +$3.12K 0.2% 115
2024
Q1 		$345K Sell
1,619
-11
-0.7% -$2.16K 0.2% 114
2023
Q4 		$292K Buy
1,630
+4
+0.2% +$671 0.2% 109
2023
Q3 		$248K Buy
1,626
+27
+2% +$4.37K 0.2% 119
2023
Q2 		$277K Sell
1,599
-227
-12% -$37.5K 0.22% 110
2023
Q1 		$298K Buy
1,826
+110
+6% +$16.8K 0.23% 115
2022
Q4 		$269K Buy
+1,716
New +$276K 0.2% 112

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

Heartland Bank & Trust's WM Position: Q2 2026 in Review

Heartland Bank & Trust sold out of Waste Management (WM) in Q2 2026, closing a stake of 917 shares — an estimated $211K sold.

Heartland Bank & Trust first reported a position in WM in Q4 2022 and held it in 10 quarters. The position peaked at $349K in Q2 2024. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Heartland Bank & Trust reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Heartland Bank & Trust sold 917 Waste Management shares in Q2 2026, an estimated $211K.
  • Heartland Bank & Trust first reported a position in Waste Management in Q4 2022 and held it in 10 quarters.
  • Heartland Bank & Trust's Waste Management position peaked at $349K in Q2 2024.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.