Sittner & Nelson’s Waste Management WM Stock Holding History

Sittner & Nelson’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	$95.6K	Buy	429 +9	+2%	+$2K	0.03%	233
2026 Q1	$96.5K	Hold	420	–	–	0.04%	228
2025 Q4	$95.3K	Hold	420	–	–	0.03%	219
2025 Q3	$92.8K	Hold	420	–	–	0.03%	207
2025 Q2	$96.1K	Hold	420	–	–	0.04%	194
2025 Q1	$97.3K	Hold	420	–	–	0.04%	184
2024 Q4	$84.8K	Buy	420 +7	+2%	+$1.5K	0.04%	182
2024 Q3	$85.8K	Hold	413	–	–	0.04%	193
2024 Q2	$88.1K	Hold	413	–	–	0.04%	172
2024 Q1	$88.1K	Hold	413	–	–	0.04%	168
2023 Q4	$74K	Hold	413	–	–	0.04%	177
2023 Q3	$63K	Sell	413 -236	-36%	-$38.2K	0.04%	182
2023 Q2	$113K	Hold	649	–	–	0.06%	149
2023 Q1	$106K	Hold	649	–	–	0.06%	160
2022 Q4	$102K	Buy	649 +1	+0.2%	+$161	0.06%	163
2022 Q3	$104K	Buy	648 +2	+0.3%	+$330	0.07%	152
2022 Q2	$99K	Buy	646 +236	+58%	+$37K	0.06%	147
2022 Q1	$65K	Hold	410	–	–	0.04%	187
2021 Q4	$69K	Hold	410	–	–	0.04%	179
2021 Q3	$61K	Hold	410	–	–	0.04%	170
2021 Q2	$58K	Hold	410	–	–	0.04%	162
2021 Q1	$53K	Hold	410	–	–	0.04%	168
2020 Q4	$48K	Buy	+410	New	+$47.8K	0.04%	170

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sittner & Nelson's WM Position: Q2 2026 in Review

Sittner & Nelson increased its Waste Management (WM) stake by 2.1% in Q2 2026, buying an estimated $2K and bringing the position to 429 shares worth $95.6K. The position accounts for 0.03% of the portfolio, ranked #233.

Sittner & Nelson first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $113K in Q2 2023. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Sittner & Nelson held 429 shares of Waste Management worth $95.6K as of Q2 2026.
Sittner & Nelson bought 9 Waste Management shares in Q2 2026, an estimated $2K.
Waste Management made up 0.03% of Sittner & Nelson's portfolio in Q2 2026, its #233 holding.
Sittner & Nelson first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's Waste Management position peaked at $113K in Q2 2023.
2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.