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Richwood Investment Advisors’s Waste Management WM Stock Holding History

Richwood Investment Advisors’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 		$699K Sell
3,135
-65
-2% -$14.5K 0.49% 47
2026
Q1 		$735K Hold
3,200
– – 0.57% 44
2025
Q4 		$726K Hold
3,200
– – 0.52% 44
2025
Q3 		$707K Sell
3,200
-50
-2% -$11.3K 0.55% 43
2025
Q2 		$744K Sell
3,250
-105
-3% -$24.4K 0.61% 38
2025
Q1 		$777K Sell
3,355
-103
-3% -$22.8K 0.66% 38
2024
Q4 		$698K Hold
3,458
– – 0.58% 40
2024
Q3 		$718K Sell
3,458
-155
-4% -$32.3K 0.59% 41
2024
Q2 		$771K Sell
3,613
-24
-0.7% -$4.99K 0.68% 36
2024
Q1 		$775K Sell
3,637
-1
-0% -$197 0.69% 36
2023
Q4 		$651K Sell
3,638
-115
-3% -$19.3K 0.61% 42
2023
Q3 		$572K Sell
3,753
-50
-1% -$8.09K 0.58% 46
2023
Q2 		$659K Buy
3,803
+31
+0.8% +$5.13K 0.64% 40
2023
Q1 		$616K Sell
3,772
-1
-0% -$153 0.61% 41
2022
Q4 		$592K Buy
3,773
+1
+0% +$161 0.6% 43
2022
Q3 		$604K Sell
3,772
-190
-5% -$31.4K 0.66% 38
2022
Q2 		$606K Sell
3,962
-213
-5% -$33.4K 0.61% 42
2022
Q1 		$662K Buy
4,175
+585
+16% +$88.7K 0.59% 44
2021
Q4 		$599K Buy
+3,590
New +$577K 0.52% 49

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Richwood Investment Advisors's WM Position: Q2 2026 in Review

Richwood Investment Advisors reduced its Waste Management (WM) stake by 2% in Q2 2026, selling an estimated $14.5K and leaving 3,135 shares worth $699K. The position accounts for 0.49% of the portfolio, ranked #47.

Richwood Investment Advisors first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $777K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Richwood Investment Advisors held 3,135 shares of Waste Management worth $699K as of Q2 2026.
  • Richwood Investment Advisors sold 65 Waste Management shares in Q2 2026, an estimated $14.5K.
  • Waste Management made up 0.49% of Richwood Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • Richwood Investment Advisors first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's Waste Management position peaked at $777K in Q1 2025.
  • 1,029 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.