SHFG
WM icon

S Harris Financial Group’s Waste Management WM Stock Holding History

S Harris Financial Group’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 		$453K Sell
2,032
-55
-3% -$12.2K 0.35% 49
2026
Q1 		$480K Buy
2,087
+523
+33% +$120K 0.44% 43
2025
Q4 		$344K Buy
+1,564
New +$333K 0.33% 50

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 $3.37T AUM 44.26% 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

S Harris Financial Group's WM Position: Q2 2026 in Review

S Harris Financial Group reduced its Waste Management (WM) stake by 2.6% in Q2 2026, selling an estimated $12.2K and leaving 2,032 shares worth $453K. The position accounts for 0.35% of the portfolio, ranked #49.

S Harris Financial Group first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $480K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • S Harris Financial Group held 2,032 shares of Waste Management worth $453K as of Q2 2026.
  • S Harris Financial Group sold 55 Waste Management shares in Q2 2026, an estimated $12.2K.
  • Waste Management made up 0.35% of S Harris Financial Group's portfolio in Q2 2026, its #49 holding.
  • S Harris Financial Group first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's Waste Management position peaked at $480K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.