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Noble Family Wealth’s Waste Management WM Stock Holding History

Noble Family Wealth’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 		– Sell
-1,280
Closed -$294K – 80
2026
Q1 		$294K Hold
1,280
– – 0.06% 69
2025
Q4 		$281K Hold
1,280
– – 0.06% 70
2025
Q3 		$283K Buy
+1,280
New +$288K 0.06% 69

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Noble Family Wealth's WM Position: Q2 2026 in Review

Noble Family Wealth sold out of Waste Management (WM) in Q2 2026, closing a stake of 1,280 shares — an estimated $294K sold.

Noble Family Wealth first reported a position in WM in Q3 2025 and held it in 3 quarters. The position peaked at $294K in Q1 2026. 1,212 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Noble Family Wealth reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Noble Family Wealth sold 1,280 Waste Management shares in Q2 2026, an estimated $294K.
  • Noble Family Wealth first reported a position in Waste Management in Q3 2025 and held it in 3 quarters.
  • Noble Family Wealth's Waste Management position peaked at $294K in Q1 2026.
  • 1,212 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.