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NFP Retirement Inc’s Waste Management WM Stock Holding History

NFP Retirement Inc’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 		$431K Buy
1,935
+301
+18% +$66.9K 0.02% 220
2026
Q1 		$376K Buy
1,634
+8
+0.5% +$1.84K 0.02% 229
2025
Q4 		$357K Sell
1,626
-67
-4% -$14.3K 0.02% 234
2025
Q3 		$374K Sell
1,693
-224
-12% -$50.5K 0.02% 234
2025
Q2 		$439K Buy
1,917
+10
+0.5% +$2.32K 0.03% 216
2025
Q1 		$441K Buy
1,907
+6
+0.3% +$1.33K 0.04% 192
2024
Q4 		$384K Sell
1,901
-34
-2% -$7.3K 0.03% 212
2024
Q3 		$402K Sell
1,935
-1,015
-34% -$212K 0.03% 207
2024
Q2 		$629K Buy
2,950
+3
+0.1% +$624 0.05% 162
2024
Q1 		$628K Buy
2,947
+397
+16% +$78K 0.05% 159
2023
Q4 		$457K Buy
2,550
+4
+0.2% +$671 0.08% 158
2023
Q3 		$388K Buy
2,546
+60
+2% +$9.71K 0.07% 161
2023
Q2 		$431K Buy
2,486
+4
+0.2% +$661 0.08% 158
2023
Q1 		$405K Buy
2,482
+96
+4% +$14.7K 0.08% 169
2022
Q4 		$374K Hold
2,386
– – 0.08% 171
2022
Q3 		$382K Buy
2,386
+192
+9% +$31.7K 0.09% 159
2022
Q2 		$336K Hold
2,194
– – 0.09% 172
2022
Q1 		$348K Buy
+2,194
New +$333K 0.08% 163
2020
Q2 		– Sell
-2,167
Closed -$201K – 105
2020
Q1 		$201K Hold
2,167
– – 0.2% 78
2019
Q4 		$247K Buy
+2,167
New +$245K 0.23% 76

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

NFP Retirement Inc's WM Position: Q2 2026 in Review

NFP Retirement Inc increased its Waste Management (WM) stake by 18% in Q2 2026, buying an estimated $66.9K and bringing the position to 1,935 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #220.

NFP Retirement Inc first reported a position in WM in Q4 2019 and has held it in 20 quarters since. The position peaked at $629K in Q2 2024. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • NFP Retirement Inc held 1,935 shares of Waste Management worth $431K as of Q2 2026.
  • NFP Retirement Inc bought 301 Waste Management shares in Q2 2026, an estimated $66.9K.
  • Waste Management made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #220 holding.
  • NFP Retirement Inc first reported a position in Waste Management in Q4 2019 and has held it in 20 quarters since.
  • NFP Retirement Inc's Waste Management position peaked at $629K in Q2 2024.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.