KFI
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Key Financial Inc’s Waste Management WM Stock Holding History

Key Financial Inc’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 		$114K Hold
513
– – 0.02% 396
2026
Q1 		$118K Buy
513
+133
+35% +$30.6K 0.02% 377
2025
Q4 		$83.5K Hold
380
– – 0.02% 425
2025
Q3 		$83.6K Sell
380
-70
-16% -$15.8K 0.02% 423
2025
Q2 		$103K Buy
450
+70
+18% +$16.2K 0.02% 378
2025
Q1 		$88K Sell
380
-123
-24% -$27.2K 0.02% 383
2024
Q4 		$102K Buy
503
+123
+32% +$26.4K 0.02% 349
2024
Q3 		$78.9K Buy
380
+2
+0.5% +$417 0.02% 388
2024
Q2 		$80.6K Hold
378
– – 0.02% 370
2024
Q1 		$80.6K Hold
378
– – 0.02% 361
2023
Q4 		$67.7K Hold
378
– – 0.02% 377
2023
Q3 		$57.6K Hold
378
– – 0.02% 382
2023
Q2 		$65.6K Buy
378
+32
+9% +$5.29K 0.02% 364
2023
Q1 		$56.5K Sell
346
-12
-3% -$1.84K 0.02% 372
2022
Q4 		$57.4K Hold
358
– – 0.03% 338
2022
Q3 		$57K Hold
358
– – 0.03% 344
2022
Q2 		$56K Hold
358
– – 0.03% 339
2022
Q1 		$57K Hold
358
– – 0.03% 345
2021
Q4 		$60K Hold
358
– – 0.03% 321
2021
Q3 		$54K Hold
358
– – 0.03% 337
2021
Q2 		$53K Hold
358
– – 0.03% 348
2021
Q1 		$46K Hold
358
– – 0.03% 293
2020
Q4 		$42K Buy
+358
New +$41.7K 0.03% 272
2020
Q2 		– Sell
-358
Closed -$34K – 650
2020
Q1 		$34K Buy
+358
New +$41.1K 0.03% 264

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

Key Financial Inc's WM Position: Q2 2026 in Review

Key Financial Inc held its Waste Management (WM) position steady in Q2 2026 at 513 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #396.

Key Financial Inc first reported a position in WM in Q1 2020 and has held it in 24 quarters since. The position peaked at $118K in Q1 2026. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Key Financial Inc held 513 shares of Waste Management worth $114K as of Q2 2026.
  • Key Financial Inc left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #396 holding.
  • Key Financial Inc first reported a position in Waste Management in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Waste Management position peaked at $118K in Q1 2026.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.