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Kennedy Investment Group’s Waste Management WM Stock Holding History

Kennedy Investment 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 		$957K Sell
4,294
-14
-0.3% -$3.11K 0.32% 68
2026
Q1 		$990K Sell
4,308
-20
-0.5% -$4.59K 0.39% 63
2025
Q4 		$951K Buy
4,328
+129
+3% +$27.5K 0.36% 67
2025
Q3 		$927K Buy
4,199
+128
+3% +$28.8K 0.37% 59
2025
Q2 		$932K Sell
4,071
-2
-0% -$464 0.4% 58
2025
Q1 		$943K Sell
4,073
-18
-0.4% -$3.99K 0.44% 57
2024
Q4 		$825K Sell
4,091
-22
-0.5% -$4.72K 0.37% 67
2024
Q3 		$854K Sell
4,113
-28
-0.7% -$5.84K 0.39% 66
2024
Q2 		$884K Buy
4,141
+9
+0.2% +$1.87K 0.45% 55
2024
Q1 		$881K Buy
4,132
+64
+2% +$12.6K 0.47% 60
2023
Q4 		$728K Buy
4,068
+71
+2% +$11.9K 0.41% 67
2023
Q3 		$609K Buy
3,997
+119
+3% +$19.3K 0.37% 71
2023
Q2 		$673K Buy
3,878
+131
+3% +$21.7K 0.39% 67
2023
Q1 		$611K Buy
3,747
+112
+3% +$17.2K 0.37% 68
2022
Q4 		$570K Buy
+3,635
New +$585K 0.36% 70

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

Kennedy Investment Group's WM Position: Q2 2026 in Review

Kennedy Investment Group reduced its Waste Management (WM) stake by 0.32% in Q2 2026, selling an estimated $3.11K and leaving 4,294 shares worth $957K. The position accounts for 0.32% of the portfolio, ranked #68.

Kennedy Investment Group first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $990K in Q1 2026. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Kennedy Investment Group held 4,294 shares of Waste Management worth $957K as of Q2 2026.
  • Kennedy Investment Group sold 14 Waste Management shares in Q2 2026, an estimated $3.11K.
  • Waste Management made up 0.32% of Kennedy Investment Group's portfolio in Q2 2026, its #68 holding.
  • Kennedy Investment Group first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • Kennedy Investment Group's Waste Management position peaked at $990K in Q1 2026.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.