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Latitude Advisors’s Waste Management WM Stock Holding History

Latitude Advisors’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 		$395K Sell
1,774
-704
-28% -$157K 0.16% 152
2026
Q1 		$569K Sell
2,478
-36
-1% -$8.27K 0.26% 95
2025
Q4 		$552K Buy
2,514
+3
+0.1% +$639 0.24% 96
2025
Q3 		$555K Buy
2,511
+3
+0.1% +$676 0.25% 92
2025
Q2 		$574K Buy
2,508
+3
+0.1% +$696 0.29% 82
2025
Q1 		$580K Buy
2,505
+3
+0.1% +$664 0.34% 73
2024
Q4 		$505K Buy
2,502
+3
+0.1% +$644 0.28% 87
2024
Q3 		$519K Buy
2,499
+3
+0.1% +$626 0.29% 83
2024
Q2 		$532K Sell
2,496
-38
-1% -$7.9K 0.33% 71
2024
Q1 		$540K Buy
2,534
+3
+0.1% +$590 0.34% 68
2023
Q4 		$453K Buy
2,531
+3
+0.1% +$503 0.32% 77
2023
Q3 		$385K Buy
2,528
+4
+0.2% +$647 0.28% 90
2023
Q2 		$438K Buy
2,524
+938
+59% +$155K 0.3% 78
2023
Q1 		$259K Buy
1,586
+4
+0.3% +$613 0.19% 128
2022
Q4 		$248K Buy
1,582
+15
+1% +$2.41K 0.19% 127
2022
Q3 		$251K Buy
1,567
+3
+0.2% +$495 0.21% 114
2022
Q2 		$239K Sell
1,564
-3,026
-66% -$474K 0.22% 117
2022
Q1 		$728K Buy
4,590
+1,742
+61% +$264K 0.16% 131
2021
Q4 		$475K Buy
2,848
+6
+0.2% +$965 0.13% 159
2021
Q3 		$424K Buy
2,842
+1,313
+86% +$196K 0.13% 154
2021
Q2 		$214K Sell
1,529
-90
-6% -$12.4K 0.16% 153
2021
Q1 		$209K Sell
1,619
-277
-15% -$32.4K 0.17% 151
2020
Q4 		$224K Buy
+1,896
New +$221K 0.2% 116

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Latitude Advisors's WM Position: Q2 2026 in Review

Latitude Advisors reduced its Waste Management (WM) stake by 28% in Q2 2026, selling an estimated $157K and leaving 1,774 shares worth $395K. The position accounts for 0.16% of the portfolio, ranked #152.

Latitude Advisors first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $728K in Q1 2022. 1,044 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Latitude Advisors held 1,774 shares of Waste Management worth $395K as of Q2 2026.
  • Latitude Advisors sold 704 Waste Management shares in Q2 2026, an estimated $157K.
  • Waste Management made up 0.16% of Latitude Advisors's portfolio in Q2 2026, its #152 holding.
  • Latitude Advisors first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Waste Management position peaked at $728K in Q1 2022.
  • 1,044 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.