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Legacy Advisors’s Waste Management WM Stock Holding History

Legacy 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 		$323K Sell
1,451
-425
-23% -$94.5K 0.03% 230
2026
Q1 		$431K Sell
1,876
-266
-12% -$61.1K 0.05% 175
2025
Q4 		$471K Buy
2,142
+301
+16% +$64.2K 0.05% 172
2025
Q3 		$407K Buy
+1,841
New +$415K 0.05% 172
2025
Q2 		– Sell
-12,154
Closed -$2.81M – 416
2025
Q1 		$2.81M Buy
12,154
+275
+2% +$60.9K 0.29% 66
2024
Q4 		$2.4M Buy
11,879
+357
+3% +$76.7K 0.23% 72
2024
Q3 		$2.39M Buy
11,522
+494
+4% +$103K 0.26% 71
2024
Q2 		$2.35M Buy
11,028
+688
+7% +$143K 0.29% 68
2024
Q1 		$2.2M Buy
10,340
+320
+3% +$62.9K 0.28% 66
2023
Q4 		$1.79M Sell
10,020
-671
-6% -$113K 0.23% 84
2023
Q3 		$1.63M Buy
10,691
+1,255
+13% +$203K 0.26% 85
2023
Q2 		$1.64M Buy
9,436
+1,121
+13% +$185K 0.24% 82
2023
Q1 		$1.36M Buy
8,315
+906
+12% +$139K 0.25% 76
2022
Q4 		$1.16M Buy
7,409
+1,887
+34% +$304K 0.21% 77
2022
Q3 		$885K Buy
5,522
+613
+12% +$101K 0.2% 80
2022
Q2 		$751K Buy
4,909
+1,697
+53% +$266K 0.16% 90
2022
Q1 		$509K Buy
+3,212
New +$487K 0.1% 123
2019
Q3 		– Sell
-200
Closed -$23K – 332
2019
Q2 		$23K Hold
200
– – 0.02% 250
2019
Q1 		$21K Buy
+200
New +$19.5K 0.01% 277
2018
Q4 		– Sell
-600
Closed -$54K – 399
2018
Q3 		$54K Buy
600
+400
+200% +$35.5K 0.03% 224
2018
Q2 		$16K Hold
200
– – 0.01% 273
2018
Q1 		$17K Buy
+200
New +$17.2K 0.01% 223
2017
Q4 		– Sell
-78
Closed -$6K – 436
2017
Q3 		$6K Buy
+78
New +$5.93K 0.01% 278

Other funds holding WM

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
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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Legacy Advisors's WM Position: Q2 2026 in Review

Legacy Advisors reduced its Waste Management (WM) stake by 23% in Q2 2026, selling an estimated $94.5K and leaving 1,451 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #230.

Legacy Advisors first reported a position in WM in Q3 2017 and has held it in 23 quarters since. The position peaked at $2.81M in Q1 2025. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Legacy Advisors held 1,451 shares of Waste Management worth $323K as of Q2 2026.
  • Legacy Advisors sold 425 Waste Management shares in Q2 2026, an estimated $94.5K.
  • Waste Management made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #230 holding.
  • Legacy Advisors first reported a position in Waste Management in Q3 2017 and has held it in 23 quarters since.
  • Legacy Advisors's Waste Management position peaked at $2.81M in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.