Soltis Investment Advisors’s Waste Management WM Stock Holding History

Soltis Investment Advisors’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	$343K	Buy	1,540 +43	+3%	+$9.56K	0.02%	449
2026 Q1	$344K	Buy	1,497 +212	+16%	+$48.7K	0.02%	410
2025 Q4	$282K	Buy	1,285 +234	+22%	+$49.9K	0.02%	416
2025 Q3	$232K	Sell	1,051 -22	-2%	-$4.96K	0.02%	431
2025 Q2	$245K	Buy	+1,073	New	+$249K	0.02%	354
2023 Q4	–	Sell	-1,579	Closed	-$241K	–	303
2023 Q3	$241K	Buy	+1,579	New	+$256K	0.03%	242

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

Soltis Investment Advisors's WM Position: Q2 2026 in Review

Soltis Investment Advisors increased its Waste Management (WM) stake by 2.9% in Q2 2026, buying an estimated $9.56K and bringing the position to 1,540 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #449.

Soltis Investment Advisors first reported a position in WM in Q3 2023 and has held it in 6 quarters since. The position peaked at $344K in Q1 2026. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Soltis Investment Advisors held 1,540 shares of Waste Management worth $343K as of Q2 2026.
Soltis Investment Advisors bought 43 Waste Management shares in Q2 2026, an estimated $9.56K.
Waste Management made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #449 holding.
Soltis Investment Advisors first reported a position in Waste Management in Q3 2023 and has held it in 6 quarters since.
Soltis Investment Advisors's Waste Management position peaked at $344K in Q1 2026.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.