Okabena Investment Services’s Waste Management WM Stock Holding History

Okabena Investment Services’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	$1.26M	Sell	5,663 -5	-0.1%	-$1.11K	0.23%	67
2026 Q1	$1.3M	Sell	5,668 -14	-0.2%	-$3.22K	0.25%	63
2025 Q4	$1.25M	Hold	5,682	–	–	0.24%	68
2025 Q3	$1.25M	Buy	5,682 +5	+0.1%	+$1.13K	0.24%	71
2025 Q2	$1.3M	Hold	5,677	–	–	0.29%	60
2025 Q1	$1.31M	Buy	5,677 +319	+6%	+$70.6K	0.33%	58
2024 Q4	$1.08M	Hold	5,358	–	–	0.3%	61
2024 Q3	$1.11M	Buy	5,358 +330	+7%	+$68.8K	0.31%	61
2024 Q2	$1.07M	Hold	5,028	–	–	0.34%	60
2024 Q1	$1.07M	Sell	5,028 -12	-0.2%	-$2.36K	0.36%	64
2023 Q4	$903K	Buy	+5,040	New	+$845K	0.35%	65
2023 Q2	–	Sell	-2,614	Closed	-$427K	–	251
2023 Q1	$427K	Sell	2,614 -128	-5%	-$19.6K	0.3%	58
2022 Q4	$430K	Sell	2,742 -2,158	-44%	-$347K	0.28%	70
2022 Q3	$785K	Buy	4,900 +2,614	+114%	+$431K	0.38%	68
2022 Q2	$350K	Hold	2,286	–	–	0.18%	76
2022 Q1	$362K	Hold	2,286	–	–	0.15%	88
2021 Q4	$382K	Hold	2,286	–	–	0.15%	87
2021 Q3	$341K	Hold	2,286	–	–	0.18%	73
2021 Q2	$320K	Buy	+2,286	New	+$316K	0.15%	73

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Okabena Investment Services's WM Position: Q2 2026 in Review

Okabena Investment Services reduced its Waste Management (WM) stake by 0.09% in Q2 2026, selling an estimated $1.11K and leaving 5,663 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #67.

Okabena Investment Services first reported a position in WM in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q1 2025. 1,836 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Okabena Investment Services held 5,663 shares of Waste Management worth $1.26M as of Q2 2026.
Okabena Investment Services sold 5 Waste Management shares in Q2 2026, an estimated $1.11K.
Waste Management made up 0.23% of Okabena Investment Services's portfolio in Q2 2026, its #67 holding.
Okabena Investment Services first reported a position in Waste Management in Q2 2021 and has held it in 19 quarters since.
Okabena Investment Services's Waste Management position peaked at $1.31M in Q1 2025.
1,836 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.