Ipswich Investment Management’s Waste Management WM Stock Holding History

Ipswich Investment Management’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	$290K	Hold	1,300	–	–	0.06%	159
2026 Q1	$299K	Hold	1,300	–	–	0.07%	155
2025 Q4	$286K	Hold	1,300	–	–	0.07%	152
2025 Q3	$287K	Hold	1,300	–	–	0.07%	153
2025 Q2	$297K	Hold	1,300	–	–	0.07%	153
2025 Q1	$301K	Sell	1,300 -2,550	-66%	-$565K	0.07%	147
2024 Q4	$777K	Hold	3,850	–	–	0.19%	101
2024 Q3	$799K	Hold	3,850	–	–	0.19%	103
2024 Q2	$821K	Hold	3,850	–	–	0.19%	98
2024 Q1	$821K	Hold	3,850	–	–	0.19%	101
2023 Q4	$690K	Hold	3,850	–	–	0.17%	107
2023 Q3	$587K	Hold	3,850	–	–	0.16%	113
2023 Q2	$668K	Hold	3,850	–	–	0.18%	110
2023 Q1	$628K	Buy	3,850 +2,550	+196%	+$391K	0.17%	110
2022 Q4	$204K	Hold	1,300	–	–	0.06%	176
2022 Q3	$208K	Buy	+1,300	New	+$215K	0.07%	167
2022 Q2	–	Sell	-4,300	Closed	-$682K	–	191
2022 Q1	$682K	Hold	4,300	–	–	0.17%	110
2021 Q4	$718K	Hold	4,300	–	–	0.17%	112
2021 Q3	$642K	Hold	4,300	–	–	0.16%	113
2021 Q2	$602K	Buy	4,300 +600	+16%	+$82.9K	0.15%	120
2021 Q1	$477K	Hold	3,700	–	–	0.13%	118
2020 Q4	$436K	Hold	3,700	–	–	0.13%	120
2020 Q3	$419K	Hold	3,700	–	–	0.13%	120
2020 Q2	$392K	Hold	3,700	–	–	0.14%	120
2020 Q1	$342K	Sell	3,700 -350	-9%	-$40.1K	0.13%	122
2019 Q4	$462K	Hold	4,050	–	–	0.14%	124
2019 Q3	$466K	Hold	4,050	–	–	0.15%	120
2019 Q2	$467K	Hold	4,050	–	–	0.15%	121
2019 Q1	$421K	Hold	4,050	–	–	0.14%	126
2018 Q4	$360K	Hold	4,050	–	–	0.13%	122
2018 Q3	$366K	Buy	+4,050	New	+$359K	0.12%	128
2018 Q2	–	Sell	-3,700	Closed	-$311K	–	150
2018 Q1	$311K	Hold	3,700	–	–	0.13%	117
2017 Q4	$319K	Hold	3,700	–	–	0.14%	116
2017 Q3	$290K	Hold	3,700	–	–	0.13%	114
2017 Q2	$271K	Hold	3,700	–	–	0.13%	119
2017 Q1	$270K	Hold	3,700	–	–	0.12%	113
2016 Q4	$262K	Hold	3,700	–	–	0.12%	110
2016 Q3	$236K	Hold	3,700	–	–	0.12%	118
2016 Q2	$245K	Hold	3,700	–	–	0.12%	117
2016 Q1	$226K	Buy	+3,700	New	+$204K	0.11%	116

Other funds holding WM

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Ipswich Investment Management's WM Position: Q2 2026 in Review

Ipswich Investment Management held its Waste Management (WM) position steady in Q2 2026 at 1,300 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #159.

Ipswich Investment Management first reported a position in WM in Q1 2016 and has held it in 40 quarters since. The position peaked at $821K in Q2 2024. 564 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Ipswich Investment Management held 1,300 shares of Waste Management worth $290K as of Q2 2026.
Ipswich Investment Management left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.06% of Ipswich Investment Management's portfolio in Q2 2026, its #159 holding.
Ipswich Investment Management first reported a position in Waste Management in Q1 2016 and has held it in 40 quarters since.
Ipswich Investment Management's Waste Management position peaked at $821K in Q2 2024.
564 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.