KW
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KWB Wealth’s Waste Management WM Stock Holding History

KWB Wealth’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 		$330K Sell
1,482
-302
-17% -$67.2K 0.03% 140
2026
Q1 		$392K Sell
1,784
-1,275
-42% -$293K 0.04% 111
2025
Q4 		$672K Sell
3,059
-263
-8% -$56.1K 0.06% 88
2025
Q3 		$760K Sell
3,322
-285
-8% -$64.2K 0.08% 78
2025
Q2 		$835K Buy
3,607
+47
+1% +$10.9K 0.1% 80
2025
Q1 		$718K Buy
3,560
+104
+3% +$23K 0.09% 83
2024
Q4 		$717K Buy
3,456
+718
+26% +$154K 0.09% 73
2024
Q3 		$584K Sell
2,738
-971
-26% -$203K 0.08% 75
2024
Q2 		$791K Sell
3,709
-66
-2% -$13.7K 0.11% 68
2024
Q1 		$805K Sell
3,775
-227
-6% -$44.6K 0.11% 68
2023
Q4 		$717K Sell
4,002
-134
-3% -$22.5K 0.1% 68
2023
Q3 		$717K Sell
4,136
-278
-6% -$45K 0.12% 60
2023
Q2 		$765K Buy
4,414
+857
+24% +$142K 0.12% 59
2023
Q1 		$558K Hold
3,557
– – 0.1% 67
2022
Q4 		$558K Buy
3,557
+9
+0.3% +$1.45K 0.11% 62
2022
Q3 		$568K Buy
3,548
+107
+3% +$17.7K 0.11% 59
2022
Q2 		$526K Buy
3,441
+488
+17% +$76.4K 0.1% 59
2022
Q1 		$493K Hold
2,953
– – 0.08% 55
2021
Q4 		$493K Buy
2,953
+7
+0.2% +$1.13K 0.08% 55
2021
Q3 		$440K Buy
2,946
+196
+7% +$29.3K 0.08% 58
2021
Q2 		$355K Hold
2,750
– – 0.07% 58
2021
Q1 		$355K Buy
2,750
+329
+14% +$38.5K 0.07% 58
2020
Q4 		$286K Buy
+2,421
New +$282K 0.06% 62

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

KWB Wealth's WM Position: Q2 2026 in Review

KWB Wealth reduced its Waste Management (WM) stake by 17% in Q2 2026, selling an estimated $67.2K and leaving 1,482 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #140.

KWB Wealth first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $835K in Q2 2025. 396 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • KWB Wealth held 1,482 shares of Waste Management worth $330K as of Q2 2026.
  • KWB Wealth sold 302 Waste Management shares in Q2 2026, an estimated $67.2K.
  • Waste Management made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #140 holding.
  • KWB Wealth first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's Waste Management position peaked at $835K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.