Northwest Wealth Management’s Waste Management WM Stock Holding History

Northwest Wealth Management’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	$335K	Sell	1,501 -13	-0.9%	-$2.89K	0.04%	185
2026 Q1	$348K	Buy	1,514 +9	+0.6%	+$2.07K	0.05%	163
2025 Q4	$331K	Buy	1,505 +225	+18%	+$48K	0.05%	175
2025 Q3	$283K	Hold	1,280	–	–	0.05%	163
2025 Q2	$293K	Sell	1,280 -125	-9%	-$29K	0.05%	149
2025 Q1	$325K	Hold	1,405	–	–	0.06%	129
2024 Q4	$284K	Sell	1,405 -175	-11%	-$37.6K	0.06%	125
2024 Q3	$328K	Hold	1,580	–	–	0.08%	117
2024 Q2	$337K	Buy	1,580 +5	+0.3%	+$1.04K	0.09%	113
2024 Q1	$336K	Sell	1,575 -3	-0.2%	-$590	0.09%	116
2023 Q4	$283K	Buy	1,578 +140	+10%	+$23.5K	0.09%	124
2023 Q3	$219K	Hold	1,438	–	–	0.08%	132
2023 Q2	$249K	Sell	1,438 -103	-7%	-$17K	0.09%	128
2023 Q1	$251K	Buy	+1,541	New	+$236K	0.1%	126
2019 Q2	–	Sell	-264	Closed	-$27K	–	474
2019 Q1	$27K	Hold	264	–	–	0.02%	272
2018 Q4	$23K	Hold	264	–	–	0.02%	269
2018 Q3	$24K	Hold	264	–	–	0.02%	287
2018 Q2	$21K	Hold	264	–	–	0.02%	294
2018 Q1	$22K	Buy	+264	New	+$22.6K	0.02%	298

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Northwest Wealth Management's WM Position: Q2 2026 in Review

Northwest Wealth Management reduced its Waste Management (WM) stake by 0.86% in Q2 2026, selling an estimated $2.89K and leaving 1,501 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #185.

Northwest Wealth Management first reported a position in WM in Q1 2018 and has held it in 19 quarters since. The position peaked at $348K in Q1 2026. 971 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Northwest Wealth Management held 1,501 shares of Waste Management worth $335K as of Q2 2026.
Northwest Wealth Management sold 13 Waste Management shares in Q2 2026, an estimated $2.89K.
Waste Management made up 0.04% of Northwest Wealth Management's portfolio in Q2 2026, its #185 holding.
Northwest Wealth Management first reported a position in Waste Management in Q1 2018 and has held it in 19 quarters since.
Northwest Wealth Management's Waste Management position peaked at $348K in Q1 2026.
971 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.