MFG
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Merit Financial Group’s Waste Management WM Stock Holding History

Merit Financial Group’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 		$3.71M Buy
16,656
+88
+0.5% +$19.6K 0.02% 514
2026
Q1 		$3.81M Buy
16,568
+595
+4% +$137K 0.03% 466
2025
Q4 		$3.51M Buy
15,973
+3,233
+25% +$689K 0.03% 453
2025
Q3 		$2.81M Buy
12,740
+836
+7% +$188K 0.03% 459
2025
Q2 		$2.72M Buy
11,904
+1,611
+16% +$374K 0.03% 429
2025
Q1 		$2.38M Buy
10,293
+1,519
+17% +$336K 0.04% 377
2024
Q4 		$1.77M Buy
8,774
+3,003
+52% +$645K 0.03% 380
2024
Q3 		$1.2M Sell
5,771
-2,054
-26% -$429K 0.03% 377
2024
Q2 		$1.67M Buy
7,825
+396
+5% +$82.3K 0.04% 301
2024
Q1 		$1.54M Buy
7,429
+399
+6% +$78.4K 0.04% 310
2023
Q4 		$1.26M Buy
7,030
+397
+6% +$66.6K 0.04% 265
2023
Q3 		$1.01M Buy
6,633
+194
+3% +$31.4K 0.03% 320
2023
Q2 		$1.12M Buy
6,439
+442
+7% +$73.1K 0.04% 318
2023
Q1 		$979K Buy
5,997
+94
+2% +$14.4K 0.04% 293
2022
Q4 		$926K Buy
5,903
+55
+0.9% +$8.85K 0.03% 310
2022
Q3 		$937K Buy
5,848
+392
+7% +$64.7K 0.04% 255
2022
Q2 		$835K Buy
5,456
+18
+0.3% +$2.82K 0.03% 282
2022
Q1 		$862K Sell
5,438
-489
-8% -$74.1K 0.05% 168
2021
Q4 		$989K Buy
5,927
+15
+0.3% +$2.41K 0.1% 99
2021
Q3 		$883K Buy
5,912
+62
+1% +$9.28K 0.09% 109
2021
Q2 		$820K Buy
5,850
+12
+0.2% +$1.66K 0.08% 113
2021
Q1 		$753K Buy
+5,838
New +$682K 0.08% 114

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Merit Financial Group increased its Waste Management (WM) stake by 0.53% in Q2 2026, buying an estimated $19.6K and bringing the position to 16,656 shares worth $3.71M. The position accounts for 0.02% of the portfolio, ranked #514.

Merit Financial Group first reported a position in WM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.81M in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Merit Financial Group held 16,656 shares of Waste Management worth $3.71M as of Q2 2026.
  • Merit Financial Group bought 88 Waste Management shares in Q2 2026, an estimated $19.6K.
  • Waste Management made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #514 holding.
  • Merit Financial Group first reported a position in Waste Management in Q1 2021 and has held it in 22 quarters since.
  • Merit Financial Group's Waste Management position peaked at $3.81M in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.