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Nikulski Financial’s Waste Management WM Stock Holding History

Nikulski Financial’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 		$3.95M Buy
17,703
+246
+1% +$54.7K 0.85% 36
2026
Q1 		$4.01M Buy
17,457
+119
+0.7% +$27.3K 0.99% 33
2025
Q4 		$3.81M Buy
17,338
+3,663
+27% +$781K 0.91% 30
2025
Q3 		$3.02M Buy
13,675
+567
+4% +$128K 0.76% 40
2025
Q2 		$3M Buy
13,108
+400
+3% +$92.8K 0.82% 37
2025
Q1 		$2.94M Buy
12,708
+224
+2% +$49.6K 0.89% 37
2024
Q4 		$2.52M Buy
12,484
+477
+4% +$102K 0.74% 43
2024
Q3 		$2.49M Buy
12,007
+1,375
+13% +$287K 0.75% 43
2024
Q2 		$2.27M Buy
10,632
+500
+5% +$104K 0.72% 42
2024
Q1 		$2.16M Buy
10,132
+6,337
+167% +$1.25M 0.72% 41
2023
Q4 		$680K Hold
3,795
– – 0.25% 83
2023
Q3 		$579K Sell
3,795
-39
-1% -$6.31K 0.24% 80
2023
Q2 		$665K Hold
3,834
– – 0.27% 80
2023
Q1 		$626K Sell
3,834
-21
-0.5% -$3.22K 0.28% 82
2022
Q4 		$605K Hold
3,855
– – 0.29% 82
2022
Q3 		$618K Sell
3,855
-5
-0.1% -$825 0.32% 68
2022
Q2 		$591K Hold
3,860
– – 0.29% 72
2022
Q1 		$612K Sell
3,860
-120
-3% -$18.2K 0.26% 83
2021
Q4 		$664K Sell
3,980
-290
-7% -$46.6K 0.28% 77
2021
Q3 		$638K Sell
4,270
-116
-3% -$17.4K 0.3% 75
2021
Q2 		$635K Sell
4,386
-80
-2% -$11.1K 0.3% 76
2021
Q1 		$576K Buy
4,466
+836
+23% +$97.7K 0.3% 73
2020
Q4 		$428K Buy
3,630
+470
+15% +$54.8K 0.23% 78
2020
Q3 		$358K Buy
3,160
+285
+10% +$31.5K 0.23% 79
2020
Q2 		$304K Buy
+2,875
New +$290K 0.21% 83

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Nikulski Financial's WM Position: Q2 2026 in Review

Nikulski Financial increased its Waste Management (WM) stake by 1.4% in Q2 2026, buying an estimated $54.7K and bringing the position to 17,703 shares worth $3.95M. The position accounts for 0.85% of the portfolio, ranked #36.

Nikulski Financial first reported a position in WM in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.01M in Q1 2026. 1,011 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Nikulski Financial held 17,703 shares of Waste Management worth $3.95M as of Q2 2026.
  • Nikulski Financial bought 246 Waste Management shares in Q2 2026, an estimated $54.7K.
  • Waste Management made up 0.85% of Nikulski Financial's portfolio in Q2 2026, its #36 holding.
  • Nikulski Financial first reported a position in Waste Management in Q2 2020 and has held it in 25 quarters since.
  • Nikulski Financial's Waste Management position peaked at $4.01M in Q1 2026.
  • 1,011 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.