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 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%	-$5.41K	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%	+$9.66K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

IFG Advisory's WM Position: Q2 2026 in Review

IFG Advisory opened a new position in Waste Management (WM) in Q2 2026: 1,563 shares worth $348K. The stake represents 0.01% of the portfolio and ranks #702 among its holdings. This is a return to the name: IFG Advisory previously reported a position in WM as recently as Q4 2025.

IFG Advisory first reported a position in WM in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.07M in Q2 2022. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

IFG Advisory held 1,563 shares of Waste Management worth $348K as of Q2 2026.
Waste Management was a new IFG Advisory position in Q2 2026.
Waste Management made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #702 holding.
IFG Advisory first reported a position in Waste Management in Q4 2017 and has held it in 15 quarters since.
IFG Advisory's Waste Management position peaked at $1.07M in Q2 2022.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.