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Independent Financial Group’s Waste Management WM Stock Holding History

Independent Financial Group’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 		$3.72M Buy
16,675
+1,349
+9% +$300K 0.07% 283
2026
Q1 		$3.52M Sell
15,326
-204
-1% -$46.9K 0.08% 252
2025
Q4 		$3.41M Buy
15,530
+445
+3% +$94.8K 0.08% 241
2025
Q3 		$3.33M Buy
15,085
+497
+3% +$112K 0.08% 236
2025
Q2 		$3.34M Buy
14,588
+1,672
+13% +$388K 0.09% 213
2025
Q1 		$2.99M Sell
12,916
-236
-2% -$52.3K 0.1% 197
2024
Q4 		$2.65M Buy
13,152
+347
+3% +$74.5K 0.09% 225
2024
Q3 		$2.66M Sell
12,805
-1,197
-9% -$250K 0.1% 215
2024
Q2 		$2.99M Buy
14,002
+3,644
+35% +$757K 0.12% 163
2024
Q1 		$2.21M Buy
10,358
+400
+4% +$78.6K 0.1% 197
2023
Q4 		$1.78M Buy
9,958
+56
+0.6% +$9.39K 0.1% 227
2023
Q3 		$1.51M Sell
9,902
-116
-1% -$18.8K 0.1% 230
2023
Q2 		$1.74M Buy
10,018
+822
+9% +$136K 0.12% 188
2023
Q1 		$1.5M Buy
9,196
+1,235
+16% +$189K 0.12% 195
2022
Q4 		$1.25M Sell
7,961
-34
-0.4% -$5.47K 0.11% 196
2022
Q3 		$1.28M Buy
7,995
+122
+2% +$20.1K 0.12% 179
2022
Q2 		$1.2M Buy
7,873
+24
+0.3% +$3.76K 0.13% 182
2022
Q1 		$1.24M Buy
7,849
+12
+0.2% +$1.82K 0.1% 199
2021
Q4 		$1.31M Buy
7,837
+287
+4% +$46.1K 0.11% 194
2021
Q3 		$1.13M Buy
7,550
+150
+2% +$22.4K 0.12% 189
2021
Q2 		$1.04M Sell
7,400
-1,723
-19% -$238K 0.11% 206
2021
Q1 		$1.18M Buy
9,123
+628
+7% +$73.4K 0.15% 165
2020
Q4 		$1M Sell
8,495
-299
-3% -$34.9K 0.15% 167
2020
Q3 		$995K Buy
8,794
+719
+9% +$79.5K 0.19% 134
2020
Q2 		$855K Buy
8,075
+1,545
+24% +$156K 0.19% 137
2020
Q1 		$604K Buy
+6,530
New +$749K 0.18% 145

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

Independent Financial Group's WM Position: Q2 2026 in Review

Independent Financial Group increased its Waste Management (WM) stake by 8.8% in Q2 2026, buying an estimated $300K and bringing the position to 16,675 shares worth $3.72M. The position accounts for 0.07% of the portfolio, ranked #283.

Independent Financial Group first reported a position in WM in Q1 2020 and has held it in 26 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Independent Financial Group held 16,675 shares of Waste Management worth $3.72M as of Q2 2026.
  • Independent Financial Group bought 1,349 Waste Management shares in Q2 2026, an estimated $300K.
  • Waste Management made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #283 holding.
  • Independent Financial Group first reported a position in Waste Management in Q1 2020 and has held it in 26 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.