Kurt F. Somerville’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
Q1
Sell
-1,825
Closed -$401K 104
2025
Q4
$401K Buy
1,825
+500
+38% +$107K 0.07% 75
2025
Q3
$293K Hold
1,325
0.05% 95
2025
Q2
$303K Hold
1,325
0.05% 94
2025
Q1
$307K Sell
1,325
-150
-10% -$33.2K 0.05% 94
2024
Q4
$298K Buy
1,475
+15
+1% +$3.22K 0.05% 86
2024
Q3
$303K Hold
1,460
0.05% 89
2024
Q2
$311K Hold
1,460
0.05% 86
2024
Q1
$311K Sell
1,460
-160
-10% -$31.4K 0.05% 89
2023
Q4
$290K Sell
1,620
-10
-0.6% -$1.68K 0.05% 91
2023
Q3
$248K Hold
1,630
0.05% 95
2023
Q2
$283K Sell
1,630
-600
-27% -$99.2K 0.05% 95
2023
Q1
$364K Hold
2,230
0.07% 84
2022
Q4
$350K Hold
2,230
0.07% 84
2022
Q3
$357K Hold
2,230
0.07% 89
2022
Q2
$341K Sell
2,230
-200
-8% -$31.3K 0.06% 88
2022
Q1
$386K Buy
2,430
+100
+4% +$15.2K 0.06% 90
2021
Q4
$388K Sell
2,330
-60
-3% -$9.65K 0.05% 95
2021
Q3
$357K Hold
2,390
0.05% 88
2021
Q2
$334K Buy
2,390
+100
+4% +$13.8K 0.05% 93
2021
Q1
$296K Hold
2,290
0.05% 95
2020
Q4
$270K Sell
2,290
-700
-23% -$81.6K 0.04% 98
2020
Q3
$339K Buy
2,990
+285
+11% +$31.5K 0.06% 88
2020
Q2
$286K Buy
2,705
+295
+12% +$29.8K 0.05% 98
2020
Q1
$224K Buy
2,410
+300
+14% +$34.4K 0.05% 99
2019
Q4
$241K Buy
2,110
+310
+17% +$35K 0.05% 91
2019
Q3
$207K Hold
1,800
0.04% 101
2019
Q2
$208K Sell
1,800
-1,450
-45% -$157K 0.04% 100
2019
Q1
$338K Hold
3,250
0.07% 86
2018
Q4
$289K Hold
3,250
0.07% 89
2018
Q3
$294K Hold
3,250
0.06% 97
2018
Q2
$264K Hold
3,250
0.06% 92
2018
Q1
$273K Buy
3,250
+100
+3% +$8.58K 0.06% 95
2017
Q4
$272K Buy
3,150
+25
+0.8% +$2.04K 0.06% 96
2017
Q3
$245K Buy
+3,125
New +$237K 0.05% 97

Other funds holding WM

Kurt F. Somerville's WM Position: Q1 2026 in Review

Kurt F. Somerville sold out of Waste Management (WM) in Q1 2026, closing a stake of 1,825 shares — an estimated $401K sold.

Kurt F. Somerville first reported a position in WM in Q3 2017 and held it in 34 quarters. The position peaked at $401K in Q4 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Kurt F. Somerville reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Kurt F. Somerville sold 1,825 Waste Management shares in Q1 2026, an estimated $401K.
  • Kurt F. Somerville first reported a position in Waste Management in Q3 2017 and held it in 34 quarters.
  • Kurt F. Somerville's Waste Management position peaked at $401K in Q4 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.