Iowa State Bank’s Waste Management WM Stock Holding History

Iowa State Bank’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	$3.01M	Buy	13,494 +105	+0.8%	+$23.4K	0.5%	53
2026 Q1	$3.08M	Buy	13,389 +54	+0.4%	+$12.4K	0.57%	54
2025 Q4	$2.93M	Sell	13,335 -42	-0.3%	-$8.95K	0.55%	53
2025 Q3	$2.95M	Buy	13,377 +67	+0.5%	+$15.1K	0.56%	51
2025 Q2	$3.05M	Buy	13,310 +4,162	+45%	+$965K	0.61%	50
2025 Q1	$2.12M	Buy	9,148 +473	+5%	+$105K	0.45%	69
2024 Q4	$1.75M	Buy	8,675 +228	+3%	+$49K	0.36%	78
2024 Q3	$1.75M	Buy	+8,447	New	+$1.76M	0.36%	77

Other funds holding WM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Iowa State Bank's WM Position: Q2 2026 in Review

Iowa State Bank increased its Waste Management (WM) stake by 0.78% in Q2 2026, buying an estimated $23.4K and bringing the position to 13,494 shares worth $3.01M. The position accounts for 0.5% of the portfolio, ranked #53.

Iowa State Bank first reported a position in WM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.08M in Q1 2026. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Iowa State Bank held 13,494 shares of Waste Management worth $3.01M as of Q2 2026.
Iowa State Bank bought 105 Waste Management shares in Q2 2026, an estimated $23.4K.
Waste Management made up 0.5% of Iowa State Bank's portfolio in Q2 2026, its #53 holding.
Iowa State Bank first reported a position in Waste Management in Q3 2024 and has held it in 8 quarters since.
Iowa State Bank's Waste Management position peaked at $3.08M in Q1 2026.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.