Magnus Financial Group’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Buy
5,221
+10
+0.2% +$2.22K 0.08% 149
2026
Q1
$1.2M Buy
5,211
+352
+7% +$80.9K 0.1% 135
2025
Q4
$1.07M Sell
4,859
-71
-1% -$15.1K 0.08% 163
2025
Q3
$1.09M Buy
4,930
+83
+2% +$18.7K 0.09% 160
2025
Q2
$1.11M Buy
4,847
+177
+4% +$41.1K 0.1% 154
2025
Q1
$1.08M Buy
4,670
+118
+3% +$26.1K 0.1% 149
2024
Q4
$919K Buy
4,552
+332
+8% +$71.3K 0.09% 159
2024
Q3
$876K Buy
4,220
+1,034
+32% +$216K 0.09% 160
2024
Q2
$680K Buy
3,186
+352
+12% +$73.2K 0.08% 166
2024
Q1
$604K Buy
2,834
+204
+8% +$40.1K 0.07% 170
2023
Q4
$471K Buy
2,630
+678
+35% +$114K 0.06% 180
2023
Q3
$298K Buy
1,952
+8
+0.4% +$1.29K 0.04% 210
2023
Q2
$337K Buy
1,944
+8
+0.4% +$1.32K 0.05% 201
2023
Q1
$316K Buy
1,936
+142
+8% +$21.7K 0.05% 217
2022
Q4
$281K Sell
1,794
-25
-1% -$4.02K 0.05% 213
2022
Q3
$291K Buy
1,819
+9
+0.5% +$1.49K 0.06% 197
2022
Q2
$277K Buy
1,810
+46
+3% +$7.21K 0.05% 218
2022
Q1
$280K Hold
1,764
0.05% 233
2021
Q4
$294K Buy
1,764
+6
+0.3% +$965 0.06% 196
2021
Q3
$263K Buy
1,758
+7
+0.4% +$1.05K 0.06% 197
2021
Q2
$245K Buy
1,751
+7
+0.4% +$968 0.05% 208
2021
Q1
$225K Sell
1,744
-1,247
-42% -$146K 0.05% 208
2020
Q4
$353K Sell
2,991
-1,060
-26% -$124K 0.04% 188
2020
Q3
$458K Sell
4,051
-2,963
-42% -$327K 0.05% 140
2020
Q2
$743K Sell
7,014
-356
-5% -$35.9K 0.08% 99
2020
Q1
$682K Buy
7,370
+4,251
+136% +$488K 0.09% 108
2019
Q4
$355K Buy
3,119
+26
+0.8% +$2.94K 0.05% 237
2019
Q3
$356K Buy
3,093
+7
+0.2% +$817 0.07% 185
2019
Q2
$356K Buy
3,086
+8
+0.3% +$868 0.07% 184
2019
Q1
$320K Buy
3,078
+8
+0.3% +$781 0.07% 217
2018
Q4
$273K Buy
+3,070
New +$276K 0.07% 216

Other funds holding WM

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

Magnus Financial Group increased its Waste Management (WM) stake by 0.19% in Q2 2026, buying an estimated $2.22K and bringing the position to 5,221 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #149.

Magnus Financial Group first reported a position in WM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.2M in Q1 2026. 679 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Magnus Financial Group held 5,221 shares of Waste Management worth $1.16M as of Q2 2026.
  • Magnus Financial Group bought 10 Waste Management shares in Q2 2026, an estimated $2.22K.
  • Waste Management made up 0.08% of Magnus Financial Group's portfolio in Q2 2026, its #149 holding.
  • Magnus Financial Group first reported a position in Waste Management in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's Waste Management position peaked at $1.2M in Q1 2026.
  • 679 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.