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Scarborough Advisors’s Waste Management WM Stock Holding History

Scarborough 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 		– Sell
-299
Closed -$68.6K – 702
2026
Q1 		$68.6K Buy
299
+30
+11% +$6.89K 0.01% 209
2025
Q4 		$59.1K Buy
269
+59
+28% +$12.6K 0.01% 136
2025
Q3 		$46.4K Sell
210
-101
-32% -$22.7K 0.01% 147
2025
Q2 		$71.1K Buy
+311
New +$72.1K 0.01% 119
2024
Q3 		– Sell
-85
Closed -$18.1K – 451
2024
Q2 		$18.1K Buy
85
+2
+2% +$416 0.01% 165
2024
Q1 		$17.7K Buy
83
+12
+17% +$2.36K 0.01% 166
2023
Q4 		$12.7K Buy
+71
New +$11.9K ﹤0.01% 341

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Scarborough Advisors's WM Position: Q2 2026 in Review

Scarborough Advisors sold out of Waste Management (WM) in Q2 2026, closing a stake of 299 shares — an estimated $68.6K sold.

Scarborough Advisors first reported a position in WM in Q4 2023 and held it in 7 quarters. The position peaked at $71.1K in Q2 2025. 564 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Scarborough Advisors reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 299 Waste Management shares in Q2 2026, an estimated $68.6K.
  • Scarborough Advisors first reported a position in Waste Management in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's Waste Management position peaked at $71.1K in Q2 2025.
  • 564 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.