Kovitz Investment Group Partners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $338K | Sell |
1,517
-43
| -3% | -$9.56K | 0.01% | 421 |
|
|
2026
Q1 | $359K | Buy |
1,560
+174
| +13% | +$40K | 0.01% | 431 |
|
|
2025
Q4 | $305K | Sell |
1,386
-73,698
| -98% | -$15.7M | 0.01% | 434 |
|
|
2025
Q3 | $16.6M | Sell |
75,084
-4,334
| -5% | -$976K | 0.06% | 243 |
|
|
2025
Q2 | $18.2M | Buy |
79,418
+19,131
| +32% | +$4.44M | 0.08% | 212 |
|
|
2025
Q1 | $14M | Buy |
60,287
+294
| +0.5% | +$65.1K | 0.07% | 217 |
|
|
2024
Q4 | $12.1M | Buy |
59,993
+2,440
| +4% | +$524K | 0.06% | 232 |
|
|
2024
Q3 | $10.9M | Buy |
57,553
+28,596
| +99% | +$5.97M | 0.08% | 212 |
|
|
2024
Q2 | $6.18M | Buy |
28,957
+782
| +3% | +$163K | 0.05% | 252 |
|
|
2024
Q1 | $6.01M | Buy |
28,175
+4,086
| +17% | +$803K | 0.08% | 181 |
|
|
2023
Q4 | $4.31M | Buy |
24,089
+62
| +0.3% | +$10.4K | 0.07% | 170 |
|
|
2023
Q3 | $3.66M | Sell |
24,027
-1
| -0% | -$162 | 0.07% | 181 |
|
|
2023
Q2 | $4.17M | Sell |
24,028
-558
| -2% | -$92.2K | 0.06% | 173 |
|
|
2023
Q1 | $4.01M | Sell |
24,586
-196
| -0.8% | -$30K | 0.07% | 175 |
|
|
2022
Q4 | $3.89M | Buy |
24,782
+289
| +1% | +$46.5K | 0.08% | 185 |
|
|
2022
Q3 | $3.92M | Sell |
24,493
-614
| -2% | -$101K | 0.09% | 171 |
|
|
2022
Q2 | $3.84M | Sell |
25,107
-223
| -0.9% | -$34.9K | 0.09% | 183 |
|
|
2022
Q1 | $4.01M | Sell |
25,330
-12,876
| -34% | -$1.95M | 0.08% | 188 |
|
|
2021
Q4 | $4.51M | Buy |
38,206
+6,567
| +21% | +$1.06M | 0.11% | 138 |
|
|
2021
Q3 | $4.73M | Sell |
31,639
-12,797
| -29% | -$1.92M | 0.09% | 149 |
|
|
2021
Q2 | $6.23M | Buy |
44,436
+518
| +1% | +$71.6K | 0.12% | 128 |
|
|
2021
Q1 | $5.67M | Buy |
43,918
+5,713
| +15% | +$668K | 0.13% | 118 |
|
|
2020
Q4 | $4.51M | Buy |
38,205
+340
| +0.9% | +$39.6K | 0.11% | 131 |
|
|
2020
Q3 | $4.29M | Buy |
37,865
+3,998
| +12% | +$442K | 0.12% | 120 |
|
|
2020
Q2 | $3.59M | Buy |
33,867
+21,622
| +177% | +$2.18M | 0.11% | 133 |
|
|
2020
Q1 | $1.13M | Buy |
+12,245
| New | +$1.4M | 0.04% | 227 |
|
|
2019
Q3 | – | Sell |
-1,760
| Closed | -$203K | – | 372 |
|
|
2019
Q2 | $203K | Buy |
+1,760
| New | +$191K | 0.01% | 342 |
|
|
2018
Q1 | – | Sell |
-5,400
| Closed | -$466 | – | 159 |
|
|
2017
Q4 | $466 | Hold |
5,400
| – | – | 0.02% | 118 |
|
|
2017
Q3 | $423K | Hold |
5,400
| – | – | 0.02% | 123 |
|
|
2017
Q2 | $396K | Hold |
5,400
| – | – | 0.02% | 123 |
|
|
2017
Q1 | $394K | Buy |
+5,400
| New | +$385K | 0.02% | 107 |
|
Other funds holding WM
Kovitz Investment Group Partners's WM Position: Q2 2026 in Review
Kovitz Investment Group Partners reduced its Waste Management (WM) stake by 2.8% in Q2 2026, selling an estimated $9.56K and leaving 1,517 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #421.
Kovitz Investment Group Partners first reported a position in WM in Q1 2017 and has held it in 31 quarters since. The position peaked at $18.2M in Q2 2025. 2,355 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Kovitz Investment Group Partners held 1,517 shares of Waste Management worth $338K as of Q2 2026.
- Kovitz Investment Group Partners sold 43 Waste Management shares in Q2 2026, an estimated $9.56K.
- Waste Management made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #421 holding.
- Kovitz Investment Group Partners first reported a position in Waste Management in Q1 2017 and has held it in 31 quarters since.
- Kovitz Investment Group Partners's Waste Management position peaked at $18.2M in Q2 2025.
- 2,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.