IFG Advisory’s Waste Management WM Stock Holding History

IFG 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 Q3	$321K	Buy	1,572 +9	+0.6%	+$2.02K	0.01%	739
2026 Q2	$348K	Buy	+1,563	New	+$348K	0.01%	702
2026 Q1	–	Sell	-1,745	Closed	-$383K	–	878
2025 Q4	$383K	Buy	1,745 +349	+25%	+$74.4K	0.02%	570
2025 Q3	$308K	Sell	1,396 -24	-2%	-$5.4K	0.01%	628
2025 Q2	$325K	Buy	1,420 +118	+9%	+$27.4K	0.02%	586
2025 Q1	$301K	Buy	+1,302	New	+$288K	0.02%	563
2022 Q3	–	Sell	-6,998	Closed	-$1.07M	–	538
2022 Q2	$1.07M	Buy	6,998 +586	+9%	+$91.8K	0.11%	178
2022 Q1	$1.02M	Buy	+6,412	New	+$972K	0.1%	204
2019 Q4	–	Sell	-5,001	Closed	-$575K	–	421
2019 Q3	$575K	Sell	5,001 -64	-1%	-$7.47K	0.11%	208
2019 Q2	$584K	Buy	5,065 +219	+5%	+$23.8K	0.1%	192
2019 Q1	$503K	Buy	4,846 +99	+2%	+$9.7K	0.1%	198
2018 Q4	$422K	Buy	4,747 +293	+7%	+$26.3K	0.1%	195
2018 Q3	$402K	Buy	4,454 +214	+5%	+$19K	0.08%	244
2018 Q2	$344K	Buy	4,240 +194	+5%	+$16.1K	0.07%	251
2018 Q1	$340K	Buy	4,046 +530	+15%	+$45.5K	0.08%	248
2017 Q4	$303K	Buy	+3,516	New	+$286K	0.07%	262

Other funds holding WM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

IFG Advisory's WM Position: Q3 2026 in Review

IFG Advisory increased its Waste Management (WM) stake by 0.58% in Q3 2026, buying an estimated $2.02K and bringing the position to 1,572 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #739.

IFG Advisory first reported a position in WM in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.07M in Q2 2022. 1,465 funds tracked by Wall St. Rank hold WM as of Q3 2026.

IFG Advisory held 1,572 shares of Waste Management worth $321K as of Q3 2026.
IFG Advisory bought 9 Waste Management shares in Q3 2026, an estimated $2.02K.
Waste Management made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #739 holding.
IFG Advisory first reported a position in Waste Management in Q4 2017 and has held it in 16 quarters since.
IFG Advisory's Waste Management position peaked at $1.07M in Q2 2022.
1,465 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.