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Patton Fund Management’s Waste Management WM Stock Holding History

Patton Fund 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 		– Sell
-1,128
Closed -$259K – 470
2026
Q1 		$259K Buy
1,128
+93
+9% +$21.4K 0.04% 250
2025
Q4 		$227K Buy
1,035
+71
+7% +$15.1K 0.03% 259
2025
Q3 		$213K Hold
964
– – 0.04% 408
2025
Q2 		$221K Buy
+964
New +$224K 0.05% 386

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
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

Patton Fund Management's WM Position: Q2 2026 in Review

Patton Fund Management sold out of Waste Management (WM) in Q2 2026, closing a stake of 1,128 shares — an estimated $259K sold.

Patton Fund Management first reported a position in WM in Q2 2025 and held it in 4 quarters. The position peaked at $259K in Q1 2026. 971 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Patton Fund Management reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 1,128 Waste Management shares in Q2 2026, an estimated $259K.
  • Patton Fund Management first reported a position in Waste Management in Q2 2025 and held it in 4 quarters.
  • Patton Fund Management's Waste Management position peaked at $259K in Q1 2026.
  • 971 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.