PFS Partners’s Waste Management WM Stock Holding History

PFS Partners’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	$22.3K	Hold	100	–	–	0.01%	291
2026 Q1	$23K	Hold	100	–	–	0.01%	265
2025 Q4	$22K	Hold	100	–	–	0.01%	276
2025 Q3	$22.1K	Hold	100	–	–	0.01%	259
2025 Q2	$22.9K	Hold	100	–	–	0.01%	230
2025 Q1	$23.2K	Hold	100	–	–	0.01%	209
2024 Q4	$20.2K	Hold	100	–	–	0.01%	223
2024 Q3	$20.8K	Hold	100	–	–	0.01%	213
2024 Q2	$21.3K	Hold	100	–	–	0.01%	192
2024 Q1	$21.3K	Sell	100 -20	-17%	-$3.93K	0.01%	196
2023 Q4	$21.5K	Hold	120	–	–	0.01%	187
2023 Q3	$18.3K	Hold	120	–	–	0.02%	188
2023 Q2	$20.8K	Hold	120	–	–	0.02%	185
2023 Q1	$19.6K	Hold	120	–	–	0.02%	165
2022 Q4	$18.8K	Hold	120	–	–	0.02%	159
2022 Q3	$19.2K	Hold	120	–	–	0.02%	148
2022 Q2	$18.4K	Hold	120	–	–	0.02%	153
2022 Q1	$19K	Hold	120	–	–	0.02%	160
2021 Q4	$20K	Buy	+120	New	+$19.3K	0.01%	163

Other funds holding WM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

PFS Partners's WM Position: Q2 2026 in Review

PFS Partners held its Waste Management (WM) position steady in Q2 2026 at 100 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #291.

PFS Partners first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.2K in Q1 2025. 564 funds tracked by Wall St. Rank hold WM as of Q2 2026.

PFS Partners held 100 shares of Waste Management worth $22.3K as of Q2 2026.
PFS Partners left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.01% of PFS Partners's portfolio in Q2 2026, its #291 holding.
PFS Partners first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
PFS Partners's Waste Management position peaked at $23.2K in Q1 2025.
564 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.