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Sargent Investment Group’s Waste Management WM Stock Holding History

Sargent Investment 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 		$243K Sell
1,088
-3
-0.3% -$667 0.03% 245
2026
Q1 		$251K Buy
1,091
+31
+3% +$7.12K 0.03% 225
2025
Q4 		$233K Buy
+1,060
New +$226K 0.03% 234

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

Sargent Investment Group's WM Position: Q2 2026 in Review

Sargent Investment Group reduced its Waste Management (WM) stake by 0.27% in Q2 2026, selling an estimated $667 and leaving 1,088 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #245.

Sargent Investment Group first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q1 2026. 2,373 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Sargent Investment Group held 1,088 shares of Waste Management worth $243K as of Q2 2026.
  • Sargent Investment Group sold 3 Waste Management shares in Q2 2026, an estimated $667.
  • Waste Management made up 0.03% of Sargent Investment Group's portfolio in Q2 2026, its #245 holding.
  • Sargent Investment Group first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Sargent Investment Group's Waste Management position peaked at $251K in Q1 2026.
  • 2,373 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.