Selective Wealth Management’s Waste Management WM Stock Holding History

Selective Wealth Management’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	$278K	Buy	1,160 +115	+11%	+$25.6K	0.07%	111
2026 Q1	$241K	Hold	1,045	–	–	0.07%	108
2025 Q4	$230K	Buy	1,045 +16	+2%	+$3.41K	0.07%	96
2025 Q3	$224K	Hold	1,029	–	–	0.07%	93
2025 Q2	$232K	Hold	1,029	–	–	0.08%	92
2025 Q1	$236K	Hold	1,029	–	–	0.1%	86
2024 Q4	$213K	Hold	1,029	–	–	0.09%	97
2024 Q3	$215K	Hold	1,029	–	–	0.09%	102
2024 Q2	$216K	Hold	1,029	–	–	0.1%	97
2024 Q1	$214K	Buy	+1,029	New	+$202K	0.09%	99
2022 Q4	$267K	Sell	1,759 -200	-10%	-$32.2K	0.14%	95
2022 Q3	$314K	Sell	1,959 -70	-3%	-$11.6K	0.13%	89
2022 Q2	$310K	Hold	2,029	–	–	0.11%	106
2022 Q1	$322K	Buy	2,029 +570	+39%	+$86.4K	0.12%	92
2021 Q4	$244K	Sell	1,459 -36	-2%	-$5.79K	0.1%	106
2021 Q3	$223K	Buy	1,495 +200	+15%	+$29.9K	0.12%	99
2021 Q2	$181K	Hold	1,295	–	–	0.14%	76
2021 Q1	$167K	Buy	1,295 +700	+118%	+$81.8K	0.15%	61
2020 Q4	$70K	Hold	595	–	–	0.05%	96
2020 Q3	$67K	Hold	595	–	–	0.05%	86
2020 Q2	$63K	Buy	595 +100	+20%	+$10.1K	0.05%	92
2020 Q1	$46K	Hold	495	–	–	0.07%	66
2019 Q4	$56K	Hold	495	–	–	0.07%	75
2019 Q3	$57K	Buy	+495	New	+$57.8K	0.08%	73

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Selective Wealth Management increased its Waste Management (WM) stake by 11% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,160 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #111.

Selective Wealth Management first reported a position in WM in Q3 2019 and has held it in 24 quarters since. The position peaked at $322K in Q1 2022. 1,072 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Selective Wealth Management held 1,160 shares of Waste Management worth $278K as of Q2 2026.
Selective Wealth Management bought 115 Waste Management shares in Q2 2026, an estimated $25.6K.
Waste Management made up 0.07% of Selective Wealth Management's portfolio in Q2 2026, its #111 holding.
Selective Wealth Management first reported a position in Waste Management in Q3 2019 and has held it in 24 quarters since.
Selective Wealth Management's Waste Management position peaked at $322K in Q1 2022.
1,072 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.