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Sonata Capital Group’s Waste Management WM Stock Holding History

Sonata Capital 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
Q2 		– Sell
-900
Closed -$207K – 132
2026
Q1 		$207K Buy
+900
New +$207K 0.08% 122
2025
Q3 		– Sell
-900
Closed -$206K – 123
2025
Q2 		$206K Hold
900
– – 0.08% 119
2025
Q1 		$208K Buy
+900
New +$199K 0.09% 111
2024
Q3 		– Sell
-950
Closed -$203K – 116
2024
Q2 		$203K Hold
950
– – 0.1% 91
2024
Q1 		$202K Buy
+950
New +$187K 0.09% 111

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sonata Capital Group's WM Position: Q2 2026 in Review

Sonata Capital Group sold out of Waste Management (WM) in Q2 2026, closing a stake of 900 shares — an estimated $207K sold.

Sonata Capital Group first reported a position in WM in Q1 2024 and held it in 5 quarters. The position peaked at $208K in Q1 2025. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Sonata Capital Group reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Sonata Capital Group sold 900 Waste Management shares in Q2 2026, an estimated $207K.
  • Sonata Capital Group first reported a position in Waste Management in Q1 2024 and held it in 5 quarters.
  • Sonata Capital Group's Waste Management position peaked at $208K in Q1 2025.
  • 1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.