MPS Loria Financial Planners’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 | $404K | Sell |
1,814
-298
| -14% | -$66.3K | 0.09% | 61 |
|
|
2026
Q1 | $485K | Buy |
2,112
+7
| +0.3% | +$1.61K | 0.13% | 53 |
|
|
2025
Q4 | $462K | Buy |
2,105
+7
| +0.3% | +$1.49K | 0.12% | 52 |
|
|
2025
Q3 | $463K | Sell |
2,098
-59
| -3% | -$13.3K | 0.12% | 51 |
|
|
2025
Q2 | $494K | Sell |
2,157
-10
| -0.5% | -$2.32K | 0.15% | 45 |
|
|
2025
Q1 | $502K | Buy |
2,167
+6
| +0.3% | +$1.33K | 0.15% | 42 |
|
|
2024
Q4 | $436K | Buy |
2,161
+7
| +0.3% | +$1.5K | 0.13% | 47 |
|
|
2024
Q3 | $447K | Sell |
2,154
-30
| -1% | -$6.26K | 0.13% | 43 |
|
|
2024
Q2 | $466K | Buy |
2,184
+3
| +0.1% | +$624 | 0.15% | 42 |
|
|
2024
Q1 | $465K | Sell |
2,181
-64
| -3% | -$12.6K | 0.16% | 41 |
|
|
2023
Q4 | $402K | Buy |
2,245
+4
| +0.2% | +$671 | 0.14% | 44 |
|
|
2023
Q3 | $342K | Buy |
2,241
+4
| +0.2% | +$647 | 0.13% | 48 |
|
|
2023
Q2 | $388K | Buy |
2,237
+3
| +0.1% | +$496 | 0.15% | 47 |
|
|
2023
Q1 | $365K | Buy |
2,234
+55
| +3% | +$8.42K | 0.15% | 46 |
|
|
2022
Q4 | $342K | Sell |
2,179
-49
| -2% | -$7.88K | 0.15% | 50 |
|
|
2022
Q3 | $357K | Buy |
2,228
+55
| +3% | +$9.08K | 0.14% | 47 |
|
|
2022
Q2 | $332K | Sell |
2,173
-93
| -4% | -$14.6K | 0.15% | 53 |
|
|
2022
Q1 | $359K | Buy |
2,266
+2
| +0.1% | +$303 | 0.15% | 56 |
|
|
2021
Q4 | $377K | Sell |
2,264
-126
| -5% | -$20.3K | 0.15% | 51 |
|
|
2021
Q3 | $356K | Buy |
2,390
+3
| +0.1% | +$449 | 0.16% | 47 |
|
|
2021
Q2 | $334K | Buy |
2,387
+3
| +0.1% | +$415 | 0.15% | 50 |
|
|
2021
Q1 | $307K | Buy |
2,384
+3
| +0.1% | +$351 | 0.14% | 59 |
|
|
2020
Q4 | $273K | Sell |
2,381
-136
| -5% | -$15.9K | 0.12% | 62 |
|
|
2020
Q3 | $285K | Buy |
2,517
+4
| +0.2% | +$442 | 0.15% | 52 |
|
|
2020
Q2 | $266K | Buy |
2,513
+105
| +4% | +$10.6K | 0.14% | 55 |
|
|
2020
Q1 | $222K | Buy |
2,408
+6
| +0.2% | +$688 | 0.17% | 55 |
|
|
2019
Q4 | $273K | Buy |
2,402
+4
| +0.2% | +$452 | 0.16% | 58 |
|
|
2019
Q3 | $275K | Buy |
2,398
+4
| +0.2% | +$467 | 0.18% | 51 |
|
|
2019
Q2 | $276K | Buy |
2,394
+3
| +0.1% | +$326 | 0.18% | 51 |
|
|
2019
Q1 | $248K | Buy |
2,391
+5
| +0.2% | +$488 | 0.16% | 58 |
|
|
2018
Q4 | $212K | Buy |
2,386
+10
| +0.4% | +$898 | 0.15% | 66 |
|
|
2018
Q3 | $215K | Buy |
+2,376
| New | +$211K | 0.13% | 71 |
|
|
2018
Q1 | – | Sell |
-2,428
| Closed | -$210K | – | 75 |
|
|
2017
Q4 | $210K | Buy |
+2,428
| New | +$198K | 0.14% | 73 |
|
|
2017
Q3 | – | Sell |
-2,407
| Closed | -$182K | – | 343 |
|
|
2017
Q2 | $182K | Buy |
+2,407
| New | +$175K | 0.12% | 75 |
|
Other funds holding WM
MPS Loria Financial Planners's WM Position: Q2 2026 in Review
MPS Loria Financial Planners reduced its Waste Management (WM) stake by 14% in Q2 2026, selling an estimated $66.3K and leaving 1,814 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #61.
MPS Loria Financial Planners first reported a position in WM in Q2 2017 and has held it in 34 quarters since. The position peaked at $502K in Q1 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- MPS Loria Financial Planners held 1,814 shares of Waste Management worth $404K as of Q2 2026.
- MPS Loria Financial Planners sold 298 Waste Management shares in Q2 2026, an estimated $66.3K.
- Waste Management made up 0.09% of MPS Loria Financial Planners's portfolio in Q2 2026, its #61 holding.
- MPS Loria Financial Planners first reported a position in Waste Management in Q2 2017 and has held it in 34 quarters since.
- MPS Loria Financial Planners's Waste Management position peaked at $502K in Q1 2025.
- 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.