Richardson Financial Services’s Waste Management WM Stock Holding History

Richardson Financial Services’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	$220K	Buy	985 +423	+75%	+$94.1K	0.12%	155
2026 Q1	$129K	Buy	562 +90	+19%	+$20.7K	0.08%	194
2025 Q4	$104K	Buy	472 +209	+79%	+$44.5K	0.03%	224
2025 Q3	$58.1K	Buy	263 +86	+49%	+$19.4K	0.04%	269
2025 Q2	$40.5K	Buy	177 +3	+2%	+$696	0.03%	272
2025 Q1	$40.3K	Hold	174	–	–	0.03%	258
2024 Q4	$35.2K	Buy	174 +69	+66%	+$14.8K	0.02%	285
2024 Q3	$22.4K	Hold	105	–	–	0.01%	332
2024 Q2	$22.4K	Sell	105 -29	-22%	-$6.03K	0.02%	312
2024 Q1	$28.6K	Buy	134 +1	+0.8%	+$197	0.02%	306
2023 Q4	$23.8K	Buy	+133	New	+$22.3K	0.02%	267

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Richardson Financial Services's WM Position: Q2 2026 in Review

Richardson Financial Services increased its Waste Management (WM) stake by 75% in Q2 2026, buying an estimated $94.1K and bringing the position to 985 shares worth $220K. The position accounts for 0.12% of the portfolio, ranked #155.

Richardson Financial Services first reported a position in WM in Q4 2023 and has held it in 11 quarters since. 1,836 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Richardson Financial Services held 985 shares of Waste Management worth $220K as of Q2 2026.
Richardson Financial Services bought 423 Waste Management shares in Q2 2026, an estimated $94.1K.
Waste Management made up 0.12% of Richardson Financial Services's portfolio in Q2 2026, its #155 holding.
Richardson Financial Services first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
1,836 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.