PMSA
WM icon

Patrick M. Sweeney & Associates’s Waste Management WM Stock Holding History

Patrick M. Sweeney & Associates’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 		$2.07M Buy
9,288
+50
+0.5% +$11.1K 1.19% 19
2026
Q1 		$2.12M Sell
9,238
-4
-0% -$919 1.36% 18
2025
Q4 		$2.03M Sell
9,242
-5
-0.1% -$1.07K 1.27% 17
2025
Q3 		$2.04M Buy
9,247
+31
+0.3% +$6.98K 1.32% 17
2025
Q2 		$2.09M Sell
9,216
-12
-0.1% -$2.78K 1.44% 16
2025
Q1 		$2.14M Sell
9,228
-183
-2% -$40.5K 1.6% 15
2024
Q4 		$1.9M Sell
9,411
-73
-0.8% -$15.7K 1.42% 16
2024
Q3 		$1.97M Sell
9,484
-33
-0.3% -$6.88K 1.45% 14
2024
Q2 		$2.03M Sell
9,517
-64
-0.7% -$13.3K 1.64% 13
2024
Q1 		$2.04M Buy
9,581
+77
+0.8% +$15.1K 1.68% 11
2023
Q4 		$1.7M Buy
+9,504
New +$1.59M 1.56% 13

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

Patrick M. Sweeney & Associates's WM Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Waste Management (WM) stake by 0.54% in Q2 2026, buying an estimated $11.1K and bringing the position to 9,288 shares worth $2.07M. The position accounts for 1.19% of the portfolio, ranked #19.

Patrick M. Sweeney & Associates first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.14M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Patrick M. Sweeney & Associates held 9,288 shares of Waste Management worth $2.07M as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 50 Waste Management shares in Q2 2026, an estimated $11.1K.
  • Waste Management made up 1.19% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #19 holding.
  • Patrick M. Sweeney & Associates first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Waste Management position peaked at $2.14M in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.