MWM
WM icon

Marion Wealth Management’s Waste Management WM Stock Holding History

Marion Wealth Management’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 		$288K Buy
1,291
+168
+15% +$37.4K 0.06% 126
2026
Q1 		$258K Buy
1,123
+67
+6% +$15.4K 0.06% 124
2025
Q4 		$242K Buy
1,056
+149
+16% +$31.8K 0.05% 128
2025
Q3 		$200K Buy
+907
New +$204K 0.05% 136

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Marion Wealth Management's WM Position: Q2 2026 in Review

Marion Wealth Management increased its Waste Management (WM) stake by 15% in Q2 2026, buying an estimated $37.4K and bringing the position to 1,291 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #126.

Marion Wealth Management first reported a position in WM in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Marion Wealth Management held 1,291 shares of Waste Management worth $288K as of Q2 2026.
  • Marion Wealth Management bought 168 Waste Management shares in Q2 2026, an estimated $37.4K.
  • Waste Management made up 0.06% of Marion Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Marion Wealth Management first reported a position in Waste Management in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.