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Krilogy Financial’s Waste Management WM Stock Holding History

Krilogy Financial’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 		$2.65M Sell
11,898
-458
-4% -$102K 0.08% 199
2026
Q1 		$2.77M Sell
12,356
-106
-0.9% -$24.4K 0.09% 184
2025
Q4 		$2.87M Buy
12,462
+1,766
+17% +$376K 0.1% 170
2025
Q3 		$2.14M Buy
+10,696
New +$2.41M 0.08% 187
2023
Q2 		– Sell
-2,679
Closed -$437K – 403
2023
Q1 		$437K Buy
2,679
+31
+1% +$4.75K 0.04% 284
2022
Q4 		$415K Buy
+2,648
New +$426K 0.04% 282
2018
Q4 		– Sell
-207
Closed -$19K – 687
2018
Q3 		$19K Buy
+207
New +$18.4K ﹤0.01% 440
2018
Q2 		– Sell
-207
Closed -$17K – 633
2018
Q1 		$17K Hold
207
– – ﹤0.01% 464
2017
Q4 		$18K Sell
207
-750
-78% -$61.1K ﹤0.01% 452
2017
Q3 		$75K Buy
957
+7
+0.7% +$532 0.02% 297
2017
Q2 		$70K Sell
950
-200
-17% -$14.6K 0.02% 270
2017
Q1 		$82K Hold
1,150
– – 0.03% 226
2016
Q4 		$82K Sell
1,150
-750
-39% -$50.2K 0.03% 226
2016
Q3 		$121K Buy
1,900
+200
+12% +$13.1K 0.04% 184
2016
Q2 		$113K Hold
1,700
– – 0.04% 185
2016
Q1 		$100K Buy
1,700
+1,500
+750% +$82.8K 0.04% 178
2015
Q4 		$11K Hold
200
– – 0.01% 252
2015
Q3 		$10K Buy
+200
New +$9.97K ﹤0.01% 393

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

Krilogy Financial's WM Position: Q2 2026 in Review

Krilogy Financial reduced its Waste Management (WM) stake by 3.7% in Q2 2026, selling an estimated $102K and leaving 11,898 shares worth $2.65M. The position accounts for 0.08% of the portfolio, ranked #199.

Krilogy Financial first reported a position in WM in Q3 2015 and has held it in 18 quarters since. The position peaked at $2.87M in Q4 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Krilogy Financial held 11,898 shares of Waste Management worth $2.65M as of Q2 2026.
  • Krilogy Financial sold 458 Waste Management shares in Q2 2026, an estimated $102K.
  • Waste Management made up 0.08% of Krilogy Financial's portfolio in Q2 2026, its #199 holding.
  • Krilogy Financial first reported a position in Waste Management in Q3 2015 and has held it in 18 quarters since.
  • Krilogy Financial's Waste Management position peaked at $2.87M in Q4 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.