Royal Fund Management’s Waste Management WM Stock Holding History

Royal Fund Management’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
2025 Q4	–	Sell	-2	Closed	-$30	–	352
2025 Q3	$30	Sell	2 -98	-98%	-$22.1K	﹤0.01%	286
2025 Q2	$22.9K	Hold	100	–	–	﹤0.01%	324
2025 Q1	$22.9K	Buy	+100	New	+$22.1K	﹤0.01%	326
2024 Q4	–	Sell	-1,800	Closed	-$374K	–	366
2024 Q3	$374K	Buy	+1,800	New	+$376K	0.02%	269
2024 Q1	–	Sell	-1,400	Closed	-$251K	–	344
2023 Q4	$251K	Buy	+1,400	New	+$235K	0.03%	256
2023 Q2	–	Sell	-1,900	Closed	-$310K	–	307
2023 Q1	$310K	Hold	1,900	–	–	0.04%	239
2022 Q4	$298K	Buy	+1,900	New	+$306K	0.05%	213
2022 Q2	–	Sell	-1,900	Closed	-$301K	–	231
2022 Q1	$301K	Buy	+1,900	New	+$288K	0.04%	178

Other funds holding WM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Royal Fund Management's WM Position: Q2 2026 in Review

Royal Fund Management increased its Waste Management (WM) stake by 6% in Q2 2026, buying an estimated $365K and bringing the position to 29,001 shares worth $6.46M. The position accounts for 0.54% of the portfolio, ranked #65.

Royal Fund Management first reported a position in WM in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.6M in Q4 2025. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Royal Fund Management held 29,001 shares of Waste Management worth $6.46M as of Q2 2026.
Royal Fund Management bought 1,643 Waste Management shares in Q2 2026, an estimated $365K.
Waste Management made up 0.54% of Royal Fund Management's portfolio in Q2 2026, its #65 holding.
Royal Fund Management first reported a position in Waste Management in Q4 2016 and has held it in 39 quarters since.
Royal Fund Management's Waste Management position peaked at $11.6M in Q4 2025.
734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.