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Phoenix Financial’s Waste Management WM Stock Holding History

Phoenix Financial’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 		$1.06M Buy
4,739
+590
+14% +$131K 0.01% 253
2026
Q1 		$953K Buy
4,149
+667
+19% +$153K 0.01% 235
2025
Q4 		$765K Buy
3,482
+1,053
+43% +$224K 0.01% 254
2025
Q3 		$536K Sell
2,429
-2,228
-48% -$502K 0.01% 286
2025
Q2 		$1.06M Buy
4,657
+2,858
+159% +$663K 0.01% 231
2025
Q1 		$417K Buy
1,799
+143
+9% +$31.7K 0.01% 267
2024
Q4 		$334K Buy
1,656
+170
+11% +$36.5K ﹤0.01% 300
2024
Q3 		$309K Buy
1,486
+129
+10% +$26.9K ﹤0.01% 292
2024
Q2 		$289K Sell
1,357
-462
-25% -$96K ﹤0.01% 292
2024
Q1 		$387K Buy
+1,819
New +$357K 0.01% 294
2020
Q4 		– Sell
-2,985
Closed -$319K – 431
2020
Q3 		$319K Buy
+2,985
New +$330K 0.01% 255

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 $3.38T AUM 44.17% 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

Phoenix Financial's WM Position: Q2 2026 in Review

Phoenix Financial increased its Waste Management (WM) stake by 14% in Q2 2026, buying an estimated $131K and bringing the position to 4,739 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #253.

Phoenix Financial first reported a position in WM in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.06M in Q2 2025. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Phoenix Financial held 4,739 shares of Waste Management worth $1.06M as of Q2 2026.
  • Phoenix Financial bought 590 Waste Management shares in Q2 2026, an estimated $131K.
  • Waste Management made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #253 holding.
  • Phoenix Financial first reported a position in Waste Management in Q3 2020 and has held it in 11 quarters since.
  • Phoenix Financial's Waste Management position peaked at $1.06M in Q2 2025.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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