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Oxford Financial Group’s Waste Management WM Stock Holding History

Oxford Financial Group’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 		$710K Sell
3,184
-285
-8% -$63.4K 0.04% 136
2026
Q1 		$797K Buy
+3,469
New +$797K 0.04% 115
2024
Q3 		– Sell
-1,241
Closed -$265K – 331
2024
Q2 		$265K Buy
+1,241
New +$258K 0.02% 231

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Oxford Financial Group's WM Position: Q2 2026 in Review

Oxford Financial Group reduced its Waste Management (WM) stake by 8.2% in Q2 2026, selling an estimated $63.4K and leaving 3,184 shares worth $710K. The position accounts for 0.04% of the portfolio, ranked #136.

Oxford Financial Group first reported a position in WM in Q2 2024 and has held it in 3 quarters since. The position peaked at $797K in Q1 2026. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Oxford Financial Group held 3,184 shares of Waste Management worth $710K as of Q2 2026.
  • Oxford Financial Group sold 285 Waste Management shares in Q2 2026, an estimated $63.4K.
  • Waste Management made up 0.04% of Oxford Financial Group's portfolio in Q2 2026, its #136 holding.
  • Oxford Financial Group first reported a position in Waste Management in Q2 2024 and has held it in 3 quarters since.
  • Oxford Financial Group's Waste Management position peaked at $797K in Q1 2026.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.