Institute for Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.95M | Sell |
8,770
-287
| -3% | -$63.8K | 0.17% | 115 |
|
|
2026
Q1 | $2.08M | Buy |
9,057
+6
| +0.1% | +$1.38K | 0.22% | 102 |
|
|
2025
Q4 | $1.99M | Buy |
9,051
+30
| +0.3% | +$6.39K | 0.21% | 103 |
|
|
2025
Q3 | $1.99M | Buy |
9,021
+284
| +3% | +$64K | 0.21% | 105 |
|
|
2025
Q2 | $2M | Sell |
8,737
-235
| -3% | -$54.5K | 0.22% | 98 |
|
|
2025
Q1 | $2.08M | Sell |
8,972
-47
| -0.5% | -$10.4K | 0.27% | 83 |
|
|
2024
Q4 | $1.82M | Buy |
9,019
+295
| +3% | +$63.4K | 0.23% | 97 |
|
|
2024
Q3 | $1.81M | Sell |
8,724
-90
| -1% | -$18.8K | 0.23% | 98 |
|
|
2024
Q2 | $1.88M | Buy |
8,814
+6
| +0.1% | +$1.25K | 0.25% | 85 |
|
|
2024
Q1 | $1.88M | Sell |
8,808
-52
| -0.6% | -$10.2K | 0.24% | 89 |
|
|
2023
Q4 | $1.59M | Sell |
8,860
-24
| -0.3% | -$4.02K | 0.26% | 91 |
|
|
2023
Q3 | $1.35M | Sell |
8,884
-88
| -1% | -$14.2K | 0.24% | 100 |
|
|
2023
Q2 | $1.56M | Sell |
8,972
-87
| -1% | -$14.4K | 0.26% | 94 |
|
|
2023
Q1 | $1.48M | Sell |
9,059
-280
| -3% | -$42.9K | 0.28% | 91 |
|
|
2022
Q4 | $1.47M | Sell |
9,339
-58
| -0.6% | -$9.33K | 0.31% | 86 |
|
|
2022
Q3 | $1.5M | Sell |
9,397
-29
| -0.3% | -$4.79K | 0.34% | 78 |
|
|
2022
Q2 | $1.44M | Hold |
9,426
| – | – | 0.28% | 90 |
|
|
2022
Q1 | $1.49M | Sell |
9,426
-57
| -0.6% | -$8.64K | 0.24% | 107 |
|
|
2021
Q4 | $1.58M | Buy |
9,483
+357
| +4% | +$57.4K | 0.26% | 98 |
|
|
2021
Q3 | $1.36M | Buy |
9,126
+1,131
| +14% | +$169K | 0.24% | 105 |
|
|
2021
Q2 | $1.12M | Sell |
7,995
-430
| -5% | -$59.4K | 0.2% | 134 |
|
|
2021
Q1 | $1.09M | Sell |
8,425
-162
| -2% | -$18.9K | 0.21% | 129 |
|
|
2020
Q4 | $1.01M | Sell |
8,587
-419
| -5% | -$48.9K | 0.2% | 126 |
|
|
2020
Q3 | $1.02M | Sell |
9,006
-5,208
| -37% | -$576K | 0.23% | 111 |
|
|
2020
Q2 | $1.5M | Buy |
14,214
+426
| +3% | +$43K | 0.37% | 60 |
|
|
2020
Q1 | $1.28M | Sell |
13,788
-61
| -0.4% | -$7K | 0.39% | 61 |
|
|
2019
Q4 | $1.58M | Buy |
13,849
+744
| +6% | +$84K | 0.36% | 66 |
|
|
2019
Q3 | $1.51M | Sell |
13,105
-1,993
| -13% | -$233K | 0.38% | 59 |
|
|
2019
Q2 | $1.74M | Buy |
15,098
+434
| +3% | +$47.1K | 0.39% | 60 |
|
|
2019
Q1 | $1.52M | Sell |
14,664
-1,511
| -9% | -$147K | 0.33% | 69 |
|
|
2018
Q4 | $1.44M | Buy |
16,175
+1,289
| +9% | +$116K | 0.59% | 43 |
|
|
2018
Q3 | $1.34M | Sell |
14,886
-1,821
| -11% | -$161K | 0.45% | 72 |
|
|
2018
Q2 | $1.34M | Sell |
16,707
-401
| -2% | -$33.2K | 0.43% | 77 |
|
|
2018
Q1 | $1.38M | Buy |
17,108
+2,288
| +15% | +$196K | 0.41% | 78 |
|
|
2017
Q4 | $1.28M | Buy |
14,820
+4,693
| +46% | +$382K | 0.3% | 105 |
|
|
2017
Q3 | $795K | Sell |
10,127
-5
| -0% | -$380 | 0.26% | 136 |
|
|
2017
Q2 | $745K | Buy |
+10,132
| New | +$738K | 0.21% | 158 |
|
|
2013
Q3 | – | Sell |
-101
| Closed | -$4K | – | 120 |
|
|
2013
Q2 | $4K | Buy |
+101
| New | +$4.08K | ﹤0.01% | 106 |
|
Other funds holding WM
Institute for Wealth Management's WM Position: Q2 2026 in Review
Institute for Wealth Management reduced its Waste Management (WM) stake by 3.2% in Q2 2026, selling an estimated $63.8K and leaving 8,770 shares worth $1.95M. The position accounts for 0.17% of the portfolio, ranked #115.
Institute for Wealth Management first reported a position in WM in Q2 2013 and has held it in 38 quarters since. The position peaked at $2.08M in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Institute for Wealth Management held 8,770 shares of Waste Management worth $1.95M as of Q2 2026.
- Institute for Wealth Management sold 287 Waste Management shares in Q2 2026, an estimated $63.8K.
- Waste Management made up 0.17% of Institute for Wealth Management's portfolio in Q2 2026, its #115 holding.
- Institute for Wealth Management first reported a position in Waste Management in Q2 2013 and has held it in 38 quarters since.
- Institute for Wealth Management's Waste Management position peaked at $2.08M in Q1 2026.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.