Pathway Financial Advisers’s Waste Management WM Stock Holding History

Pathway Financial Advisers’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	$3.44M	Buy	15,434 +142	+0.9%	+$31.6K	0.87%	43
2026 Q1	$3.51M	Buy	15,292 +293	+2%	+$67.3K	0.99%	35
2025 Q4	$3.3M	Buy	14,999 +183	+1%	+$39K	0.96%	35
2025 Q3	$3.25M	Buy	14,816 +360	+2%	+$81.1K	0.95%	34
2025 Q2	$3.31M	Buy	14,456 +249	+2%	+$57.8K	1.07%	32
2025 Q1	$3.29M	Buy	14,207 +493	+4%	+$109K	1.13%	32
2024 Q4	$2.77M	Buy	13,714 +216	+2%	+$46.4K	0.93%	36
2024 Q3	$2.8M	Sell	13,498 -743	-5%	-$155K	1.27%	28
2024 Q2	$3.02M	Sell	14,241 -166	-1%	-$34.5K	1.08%	29
2024 Q1	$3.07M	Sell	14,407 -1,447	-9%	-$284K	1.11%	27
2023 Q4	$2.83M	Buy	15,854 +133	+0.8%	+$22.3K	1.08%	29
2023 Q3	$2.4M	Buy	+15,721	New	+$2.54M	0.99%	31
2023 Q1	$2.68M	Buy	16,393 +179	+1%	+$27.4K	1.08%	28
2022 Q4	$2.54M	Buy	+16,214	New	+$2.61M	1.03%	30

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Pathway Financial Advisers's WM Position: Q2 2026 in Review

Pathway Financial Advisers increased its Waste Management (WM) stake by 0.93% in Q2 2026, buying an estimated $31.6K and bringing the position to 15,434 shares worth $3.44M. The position accounts for 0.87% of the portfolio, ranked #43.

Pathway Financial Advisers first reported a position in WM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.51M in Q1 2026. 1,075 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Pathway Financial Advisers held 15,434 shares of Waste Management worth $3.44M as of Q2 2026.
Pathway Financial Advisers bought 142 Waste Management shares in Q2 2026, an estimated $31.6K.
Waste Management made up 0.87% of Pathway Financial Advisers's portfolio in Q2 2026, its #43 holding.
Pathway Financial Advisers first reported a position in Waste Management in Q4 2022 and has held it in 14 quarters since.
Pathway Financial Advisers's Waste Management position peaked at $3.51M in Q1 2026.
1,075 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.