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Larson Financial Group’s Waste Management WM Stock Holding History

Larson Financial Group’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 		$1.01M Sell
4,552
-412
-8% -$91.6K 0.03% 361
2026
Q1 		$1.14M Buy
4,964
+1,133
+30% +$260K 0.04% 302
2025
Q4 		$842K Sell
3,831
-180
-4% -$38.4K 0.03% 343
2025
Q3 		$886K Buy
4,011
+318
+9% +$71.6K 0.03% 332
2025
Q2 		$845K Buy
3,693
+609
+20% +$141K 0.03% 321
2025
Q1 		$714K Buy
3,084
+336
+12% +$74.4K 0.03% 320
2024
Q4 		$555K Buy
2,748
+1,006
+58% +$216K 0.03% 331
2024
Q3 		$362K Sell
1,742
-70
-4% -$14.6K 0.02% 417
2024
Q2 		$387K Buy
1,812
+584
+48% +$121K 0.03% 324
2024
Q1 		$262K Buy
1,228
+52
+4% +$10.2K 0.02% 338
2023
Q4 		$211K Buy
1,176
+8
+0.7% +$1.34K 0.02% 342
2023
Q3 		$178K Buy
1,168
+128
+12% +$20.7K 0.02% 348
2023
Q2 		$180K Sell
1,040
-123
-11% -$20.3K 0.02% 334
2023
Q1 		$190K Buy
1,163
+203
+21% +$31.1K 0.02% 317
2022
Q4 		$151K Buy
960
+3
+0.3% +$483 0.02% 340
2022
Q3 		$153K Buy
957
+55
+6% +$9.08K 0.02% 307
2022
Q2 		$138K Buy
902
+613
+212% +$96K 0.02% 220
2022
Q1 		$46K Hold
289
– – 0.01% 395
2021
Q4 		$48K Hold
289
– – 0.01% 391
2021
Q3 		$43K Hold
289
– – 0.01% 323
2021
Q2 		$41K Sell
289
-9
-3% -$1.24K 0.01% 310
2021
Q1 		$38K Hold
298
– – 0.01% 298
2020
Q4 		$35K Hold
298
– – 0.01% 270
2020
Q3 		$34K Buy
298
+12
+4% +$1.33K 0.01% 253
2020
Q2 		$30K Hold
286
– – 0.01% 243
2020
Q1 		$26K Buy
286
+3
+1% +$344 0.02% 206
2019
Q4 		$32K Hold
283
– – 0.02% 182
2019
Q3 		$33K Hold
283
– – 0.02% 179
2019
Q2 		$33K Sell
283
-1
-0.4% -$109 0.02% 151
2019
Q1 		$30K Sell
284
-5
-2% -$488 0.02% 144
2018
Q4 		$26K Buy
+289
New +$25.9K 0.02% 142

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

Larson Financial Group's WM Position: Q2 2026 in Review

Larson Financial Group reduced its Waste Management (WM) stake by 8.3% in Q2 2026, selling an estimated $91.6K and leaving 4,552 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #361.

Larson Financial Group first reported a position in WM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.14M in Q1 2026. 2,355 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Larson Financial Group held 4,552 shares of Waste Management worth $1.01M as of Q2 2026.
  • Larson Financial Group sold 412 Waste Management shares in Q2 2026, an estimated $91.6K.
  • Waste Management made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #361 holding.
  • Larson Financial Group first reported a position in Waste Management in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's Waste Management position peaked at $1.14M in Q1 2026.
  • 2,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.