SWIM
WM icon

Smallwood Wealth Investment Management’s Waste Management WM Stock Holding History

Smallwood Wealth Investment 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 		$5.57K Hold
25
– – ﹤0.01% 362
2026
Q1 		$5.74K Hold
25
– – ﹤0.01% 363
2025
Q4 		$5.49K Hold
25
– – ﹤0.01% 349
2025
Q3 		$5.52K Hold
25
– – ﹤0.01% 347
2025
Q2 		$5.72K Hold
25
– – ﹤0.01% 346
2025
Q1 		$5.79K Buy
+25
New +$5.54K ﹤0.01% 342

Other funds holding WM

Swedbank
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Smallwood Wealth Investment Management's WM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Waste Management (WM) position steady in Q2 2026 at 25 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Smallwood Wealth Investment Management first reported a position in WM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.79K in Q1 2025. 809 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Smallwood Wealth Investment Management held 25 shares of Waste Management worth $5.57K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #362 holding.
  • Smallwood Wealth Investment Management first reported a position in Waste Management in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Waste Management position peaked at $5.79K in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.