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IVC Wealth Advisors’s Waste Management WM Stock Holding History

IVC Wealth Advisors’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 		$1.14M Sell
5,135
-25
-0.5% -$5.56K 0.45% 42
2026
Q1 		$1.19M Buy
5,160
+56
+1% +$12.9K 0.51% 36
2025
Q4 		$1.12M Buy
5,104
+308
+6% +$65.6K 0.49% 42
2025
Q3 		$1.06M Buy
4,796
+107
+2% +$24.1K 0.47% 45
2025
Q2 		$1.07M Buy
4,689
+75
+2% +$17.4K 0.52% 40
2025
Q1 		$1.07M Sell
4,614
-50
-1% -$11.1K 0.57% 38
2024
Q4 		$941K Sell
4,664
-396
-8% -$85.1K 0.53% 41
2024
Q3 		$1.05M Sell
5,060
-1,184
-19% -$247K 0.58% 40
2024
Q2 		$1.33M Buy
6,244
+2
+0% +$416 0.74% 32
2024
Q1 		$1.33M Buy
6,242
+3
+0% +$590 0.77% 32
2023
Q4 		$1.12M Sell
6,239
-72
-1% -$12.1K 0.69% 35
2023
Q3 		$962K Sell
6,311
-141
-2% -$22.8K 0.64% 40
2023
Q2 		$1.12M Sell
6,452
-33
-0.5% -$5.46K 0.71% 33
2023
Q1 		$1.06M Sell
6,485
-99
-2% -$15.2K 0.75% 31
2022
Q4 		$1.03M Buy
6,584
+3
+0% +$483 0.76% 34
2022
Q3 		$1.05M Sell
6,581
-26
-0.4% -$4.29K 0.85% 27
2022
Q2 		$1.01M Buy
6,607
+35
+0.5% +$5.48K 0.78% 31
2022
Q1 		$1.04M Buy
6,572
+23
+0.4% +$3.49K 0.68% 37
2021
Q4 		$1.09M Sell
6,549
-5
-0.1% -$804 0.7% 36
2021
Q3 		$979K Sell
6,554
-124
-2% -$18.6K 0.67% 36
2021
Q2 		$936K Buy
6,678
+2
+0% +$276 0.66% 39
2021
Q1 		$861K Sell
6,676
-3
-0% -$351 0.68% 38
2020
Q4 		$788K Buy
+6,679
New +$779K 0.75% 35

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
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
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

IVC Wealth Advisors's WM Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Waste Management (WM) stake by 0.48% in Q2 2026, selling an estimated $5.56K and leaving 5,135 shares worth $1.14M. The position accounts for 0.45% of the portfolio, ranked #42.

IVC Wealth Advisors first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.33M in Q2 2024. 396 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • IVC Wealth Advisors held 5,135 shares of Waste Management worth $1.14M as of Q2 2026.
  • IVC Wealth Advisors sold 25 Waste Management shares in Q2 2026, an estimated $5.56K.
  • Waste Management made up 0.45% of IVC Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • IVC Wealth Advisors first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Waste Management position peaked at $1.33M in Q2 2024.
  • 396 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.