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
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 $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Key Financial Inc's WM Position: Q1 2026 in Review

Key Financial Inc increased its Waste Management (WM) stake by 35% in Q1 2026, buying an estimated $30.6K and bringing the position to 513 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #377.

Key Financial Inc first reported a position in WM in Q1 2020 and has held it in 23 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Key Financial Inc held 513 shares of Waste Management worth $118K as of Q1 2026.
  • Key Financial Inc bought 133 Waste Management shares in Q1 2026, an estimated $30.6K.
  • Waste Management made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #377 holding.
  • Key Financial Inc first reported a position in Waste Management in Q1 2020 and has held it in 23 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.