Littlejohn Financial Services’s Waste Management WM Stock Holding History

Littlejohn Financial Services’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	$2.67M	Sell	11,992 -314	-3%	-$69.8K	1.94%	18
2026 Q1	$2.83M	Sell	12,306 -533	-4%	-$122K	2.12%	15
2025 Q4	$2.82M	Buy	12,839 +936	+8%	+$199K	2.08%	13
2025 Q3	$2.63M	Buy	11,903 +1,020	+9%	+$230K	1.92%	19
2025 Q2	$2.49M	Sell	10,883 -216	-2%	-$50.1K	1.92%	15
2025 Q1	$2.57M	Buy	+11,099	New	+$2.46M	2.03%	14

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Littlejohn Financial Services's WM Position: Q2 2026 in Review

Littlejohn Financial Services reduced its Waste Management (WM) stake by 2.6% in Q2 2026, selling an estimated $69.8K and leaving 11,992 shares worth $2.67M. The position accounts for 1.94% of the portfolio, ranked #18.

Littlejohn Financial Services first reported a position in WM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.83M in Q1 2026. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Littlejohn Financial Services held 11,992 shares of Waste Management worth $2.67M as of Q2 2026.
Littlejohn Financial Services sold 314 Waste Management shares in Q2 2026, an estimated $69.8K.
Waste Management made up 1.94% of Littlejohn Financial Services's portfolio in Q2 2026, its #18 holding.
Littlejohn Financial Services first reported a position in Waste Management in Q1 2025 and has held it in 6 quarters since.
Littlejohn Financial Services's Waste Management position peaked at $2.83M in Q1 2026.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.