SeaCrest Wealth Management’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.63M Sell
11,819
-2,796
-19% -$622K 0.29% 64
2026
Q1
$3.36M Sell
14,615
-477
-3% -$110K 0.36% 49
2025
Q4
$3.26M Sell
15,092
-220
-1% -$46.9K 0.33% 50
2025
Q3
$3.37M Sell
15,312
-133
-0.9% -$30K 0.36% 50
2025
Q2
$3.53M Sell
15,445
-371
-2% -$86.1K 0.38% 46
2025
Q1
$3.66M Buy
15,816
+470
+3% +$104K 0.41% 37
2024
Q4
$3.1M Buy
15,346
+30
+0.2% +$6.44K 0.33% 48
2024
Q3
$3.18M Buy
15,316
+29
+0.2% +$6.05K 0.34% 47
2024
Q2
$3.26M Sell
15,287
-475
-3% -$98.7K 0.37% 41
2024
Q1
$3.36M Sell
15,762
-29
-0.2% -$5.7K 0.41% 39
2023
Q4
$2.81M Sell
15,791
-2,453
-13% -$411K 0.35% 48
2023
Q3
$2.78M Sell
18,244
-431
-2% -$69.7K 0.36% 49
2023
Q2
$3.24M Buy
18,675
+560
+3% +$92.6K 0.41% 43
2023
Q1
$2.96M Sell
18,115
-219
-1% -$33.5K 0.4% 45
2022
Q4
$2.88M Buy
18,334
+128
+0.7% +$20.6K 0.41% 43
2022
Q3
$2.92M Buy
18,206
+2,605
+17% +$430K 0.44% 44
2022
Q2
$2.39M Buy
15,601
+60
+0.4% +$9.4K 0.3% 56
2022
Q1
$2.46M Buy
15,541
+10,125
+187% +$1.53M 0.28% 60
2021
Q4
$904K Sell
5,416
-228
-4% -$36.7K 0.1% 211
2021
Q3
$843K Buy
5,644
+368
+7% +$55.1K 0.1% 212
2021
Q2
$739K Buy
5,276
+16
+0.3% +$2.21K 0.09% 248
2021
Q1
$679K Sell
5,260
-2,797
-35% -$327K 0.09% 244
2020
Q4
$950K Sell
8,057
-444
-5% -$51.8K 0.13% 169
2020
Q3
$962K Sell
8,501
-297
-3% -$32.8K 0.15% 144
2020
Q2
$932K Buy
8,798
+94
+1% +$9.49K 0.16% 135
2020
Q1
$806K Sell
8,704
-1,088
-11% -$125K 0.17% 132
2019
Q4
$1.12M Sell
9,792
-557
-5% -$62.9K 0.19% 128
2019
Q3
$1.19M Buy
10,349
+182
+2% +$21.3K 0.22% 103
2019
Q2
$1.17M Buy
10,167
+109
+1% +$11.8K 0.24% 95
2019
Q1
$1.04M Buy
10,058
+160
+2% +$15.6K 0.18% 114
2018
Q4
$881K Sell
9,898
-368
-4% -$33K 0.18% 119
2018
Q3
$928K Buy
10,266
+394
+4% +$34.9K 0.16% 124
2018
Q2
$803K Buy
9,872
+4
+0% +$331 0.14% 141
2018
Q1
$830K Sell
9,868
-61
-0.6% -$5.23K 0.15% 135
2017
Q4
$857K Buy
+9,929
New +$808K 0.16% 130

Other funds holding WM

SeaCrest Wealth Management's WM Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Waste Management (WM) stake by 19% in Q2 2026, selling an estimated $622K and leaving 11,819 shares worth $2.63M. The position accounts for 0.29% of the portfolio, ranked #64.

SeaCrest Wealth Management first reported a position in WM in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.66M in Q1 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • SeaCrest Wealth Management held 11,819 shares of Waste Management worth $2.63M as of Q2 2026.
  • SeaCrest Wealth Management sold 2,796 Waste Management shares in Q2 2026, an estimated $622K.
  • Waste Management made up 0.29% of SeaCrest Wealth Management's portfolio in Q2 2026, its #64 holding.
  • SeaCrest Wealth Management first reported a position in Waste Management in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Waste Management position peaked at $3.66M in Q1 2025.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.