Nikulski Financial
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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
Q3 		$3.77M Buy
18,468
+765
+4% +$171K 0.81% 38
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nikulski Financial's WM Position: Q3 2026 in Review

Nikulski Financial increased its Waste Management (WM) stake by 4.3% in Q3 2026, buying an estimated $171K and bringing the position to 18,468 shares worth $3.77M. The position accounts for 0.81% of the portfolio, ranked #38.

Nikulski Financial first reported a position in WM in Q2 2020 and has held it in 26 quarters since. The position peaked at $4.01M in Q1 2026. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Nikulski Financial held 18,468 shares of Waste Management worth $3.77M as of Q3 2026.
  • Nikulski Financial bought 765 Waste Management shares in Q3 2026, an estimated $171K.
  • Waste Management made up 0.81% of Nikulski Financial's portfolio in Q3 2026, its #38 holding.
  • Nikulski Financial first reported a position in Waste Management in Q2 2020 and has held it in 26 quarters since.
  • Nikulski Financial's Waste Management position peaked at $4.01M in Q1 2026.
  • 2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.