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Keystone Financial Group (Kentucky)’s Waste Management WM Stock Holding History

Keystone Financial Group (Kentucky)’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 		$795K Sell
3,567
-183
-5% -$40.7K 0.05% 254
2026
Q1 		$862K Buy
3,750
+976
+35% +$224K 0.06% 215
2025
Q4 		$609K Buy
2,774
+21
+0.8% +$4.48K 0.05% 234
2025
Q3 		$608K Buy
2,753
+26
+1% +$5.86K 0.05% 215
2025
Q2 		$624K Buy
2,727
+235
+9% +$54.5K 0.06% 205
2025
Q1 		$577K Sell
2,492
-114
-4% -$25.2K 0.06% 198
2024
Q4 		$526K Buy
2,606
+347
+15% +$74.5K 0.05% 207
2024
Q3 		$469K Buy
2,259
+235
+12% +$49K 0.06% 201
2024
Q2 		$432K Buy
2,024
+250
+14% +$52K 0.15% 90
2024
Q1 		$378K Sell
1,774
-9
-0.5% -$1.77K 0.06% 218
2023
Q4 		$319K Buy
1,783
+50
+3% +$8.38K 0.06% 205
2023
Q3 		$264K Buy
+1,733
New +$280K 0.04% 229

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 $3.38T AUM 44.17% 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

Keystone Financial Group (Kentucky)'s WM Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Waste Management (WM) stake by 4.9% in Q2 2026, selling an estimated $40.7K and leaving 3,567 shares worth $795K. The position accounts for 0.05% of the portfolio, ranked #254.

Keystone Financial Group (Kentucky) first reported a position in WM in Q3 2023 and has held it in 12 quarters since. The position peaked at $862K in Q1 2026. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 3,567 shares of Waste Management worth $795K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 183 Waste Management shares in Q2 2026, an estimated $40.7K.
  • Waste Management made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #254 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Waste Management in Q3 2023 and has held it in 12 quarters since.
  • Keystone Financial Group (Kentucky)'s Waste Management position peaked at $862K in Q1 2026.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.