LaFleur & Godfrey’s Waste Management WM Stock Holding History

LaFleur & Godfrey’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	$2.45M	Sell	10,996 -289	-3%	-$64.3K	0.29%	62
2026 Q1	$2.59M	Sell	11,285 -93	-0.8%	-$21.4K	0.32%	59
2025 Q4	$2.5M	Buy	11,378 +10,226	+888%	+$2.18M	0.3%	59
2025 Q3	$254K	Hold	1,152	–	–	0.03%	129
2025 Q2	$264K	Hold	1,152	–	–	0.03%	126
2025 Q1	$267K	Hold	1,152	–	–	0.04%	128
2024 Q4	$232K	Hold	1,152	–	–	0.03%	134
2024 Q3	$239K	Hold	1,152	–	–	0.03%	132
2024 Q2	$246K	Hold	1,152	–	–	0.04%	126
2024 Q1	$246K	Hold	1,152	–	–	0.04%	121
2023 Q4	$206K	Buy	+1,152	New	+$193K	0.03%	130
2023 Q3	–	Sell	-1,252	Closed	-$217K	–	136
2023 Q2	$217K	Hold	1,252	–	–	0.03%	121
2023 Q1	$204K	Buy	+1,252	New	+$192K	0.03%	121
2022 Q4	–	Sell	-1,411	Closed	-$226K	–	128
2022 Q3	$226K	Hold	1,411	–	–	0.04%	113
2022 Q2	$216K	Hold	1,411	–	–	0.03%	116
2022 Q1	$224K	Hold	1,411	–	–	0.03%	125
2021 Q4	$235K	Hold	1,411	–	–	0.03%	121
2021 Q3	$211K	Buy	+1,411	New	+$211K	0.03%	123

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

LaFleur & Godfrey's WM Position: Q2 2026 in Review

LaFleur & Godfrey reduced its Waste Management (WM) stake by 2.6% in Q2 2026, selling an estimated $64.3K and leaving 10,996 shares worth $2.45M. The position accounts for 0.29% of the portfolio, ranked #62.

LaFleur & Godfrey first reported a position in WM in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.59M in Q1 2026. 396 funds tracked by Wall St. Rank hold WM as of Q2 2026.

LaFleur & Godfrey held 10,996 shares of Waste Management worth $2.45M as of Q2 2026.
LaFleur & Godfrey sold 289 Waste Management shares in Q2 2026, an estimated $64.3K.
Waste Management made up 0.29% of LaFleur & Godfrey's portfolio in Q2 2026, its #62 holding.
LaFleur & Godfrey first reported a position in Waste Management in Q3 2021 and has held it in 18 quarters since.
LaFleur & Godfrey's Waste Management position peaked at $2.59M in Q1 2026.
396 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.