SAL
WM icon

SACKS & ASSOCIATES, LLC’s Waste Management WM Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$379K Hold
1,674
– – 0.26% 65
2026
Q1 		$385K Hold
1,674
– – 0.29% 59
2025
Q4 		$368K Buy
+1,674
New +$357K 0.27% 59

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's WM Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC held its Waste Management (WM) position steady in Q2 2026 at 1,674 shares worth $379K. The position accounts for 0.26% of the portfolio, ranked #65.

SACKS & ASSOCIATES, LLC first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $385K in Q1 2026. 1,392 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 1,674 shares of Waste Management worth $379K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.26% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #65 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's Waste Management position peaked at $385K in Q1 2026.
  • 1,392 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.