RF
WM icon

Roxbury Financial’s Waste Management WM Stock Holding History

Roxbury 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 		$25K Hold
112
– – 0.02% 247
2026
Q1 		$25.8K Hold
112
– – 0.02% 238
2025
Q4 		$24.5K Buy
112
+1
+0.9% +$213 0.02% 237
2025
Q3 		$24.6K Hold
111
– – 0.02% 234
2025
Q2 		$25.4K Buy
111
+1
+0.9% +$232 0.02% 227
2025
Q1 		$25.6K Buy
110
+1
+0.9% +$221 0.03% 224
2024
Q4 		$25K Buy
+109
New +$23.4K 0.02% 224

Other funds holding WM

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Roxbury Financial's WM Position: Q2 2026 in Review

Roxbury Financial held its Waste Management (WM) position steady in Q2 2026 at 112 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #247.

Roxbury Financial first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.8K in Q1 2026. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Roxbury Financial held 112 shares of Waste Management worth $25K as of Q2 2026.
  • Roxbury Financial left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #247 holding.
  • Roxbury Financial first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Waste Management position peaked at $25.8K in Q1 2026.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.