Seamount Financial Group’s Waste Management WM Stock Holding History

Seamount 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	$882K	Buy	3,955 +34	+0.9%	+$7.56K	0.36%	64
2026 Q1	$901K	Buy	3,921 +12	+0.3%	+$2.76K	0.41%	57
2025 Q4	$859K	Buy	3,909 +38	+1%	+$8.1K	0.39%	60
2025 Q3	$855K	Sell	3,871 -60	-2%	-$13.5K	0.4%	59
2025 Q2	$899K	Buy	3,931 +140	+4%	+$32.5K	0.46%	50
2025 Q1	$878K	Buy	3,791 +71	+2%	+$15.7K	0.6%	42
2024 Q4	$751K	Hold	3,720	–	–	0.52%	50
2024 Q3	$772K	Sell	3,720 -100	-3%	-$20.9K	0.58%	46
2024 Q2	$815K	Hold	3,820	–	–	0.66%	40
2024 Q1	$814K	Hold	3,820	–	–	0.71%	35
2023 Q4	$684K	Buy	+3,820	New	+$641K	0.66%	44

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

Seamount Financial Group's WM Position: Q2 2026 in Review

Seamount Financial Group increased its Waste Management (WM) stake by 0.87% in Q2 2026, buying an estimated $7.56K and bringing the position to 3,955 shares worth $882K. The position accounts for 0.36% of the portfolio, ranked #64.

Seamount Financial Group first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $901K in Q1 2026. 737 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Seamount Financial Group held 3,955 shares of Waste Management worth $882K as of Q2 2026.
Seamount Financial Group bought 34 Waste Management shares in Q2 2026, an estimated $7.56K.
Waste Management made up 0.36% of Seamount Financial Group's portfolio in Q2 2026, its #64 holding.
Seamount Financial Group first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's Waste Management position peaked at $901K in Q1 2026.
737 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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