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 Q3	$807K	Hold	3,955	–	–	0.32%	65
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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Seamount Financial Group's WM Position: Q3 2026 in Review

Seamount Financial Group held its Waste Management (WM) position steady in Q3 2026 at 3,955 shares worth $807K. The position accounts for 0.32% of the portfolio, ranked #65.

Seamount Financial Group first reported a position in WM in Q4 2023 and has held it in 12 quarters since. The position peaked at $901K in Q1 2026. 1,138 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Seamount Financial Group held 3,955 shares of Waste Management worth $807K as of Q3 2026.
Seamount Financial Group left its Waste Management share count unchanged in Q3 2026.
Waste Management made up 0.32% of Seamount Financial Group's portfolio in Q3 2026, its #65 holding.
Seamount Financial Group first reported a position in Waste Management in Q4 2023 and has held it in 12 quarters since.
Seamount Financial Group's Waste Management position peaked at $901K in Q1 2026.
1,138 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.