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Sound Income Strategies’s Waste Management WM Stock Holding History

Sound Income Strategies’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
-713
Closed -$165K – 2390
2026
Q1 		$165K Buy
713
+48
+7% +$11K 0.01% 460
2025
Q4 		$147K Buy
665
+33
+5% +$7.03K 0.01% 487
2025
Q3 		$137K Buy
632
+60
+10% +$13.5K 0.01% 349
2025
Q2 		$131K Sell
572
-10
-2% -$2.32K 0.01% 345
2025
Q1 		$135K Buy
582
+11
+2% +$2.44K 0.01% 349
2024
Q4 		$115K Sell
571
-520
-48% -$112K 0.01% 331
2024
Q3 		$226K Sell
1,091
-942
-46% -$197K 0.01% 230
2024
Q2 		$434K Buy
2,033
+7
+0.3% +$1.46K 0.03% 167
2024
Q1 		$432K Buy
2,026
+1,940
+2,256% +$381K 0.03% 164
2023
Q4 		$15.4K Hold
86
– – ﹤0.01% 639
2023
Q3 		$13.1K Hold
86
– – ﹤0.01% 526
2023
Q2 		$14.9K Sell
86
-79
-48% -$13.1K ﹤0.01% 486
2023
Q1 		$26.9K Sell
165
-116
-41% -$17.8K ﹤0.01% 370
2022
Q4 		$44K Sell
281
-99
-26% -$15.9K 0.01% 270
2022
Q3 		$61K Buy
380
+72
+23% +$11.9K 0.01% 217
2022
Q2 		$47K Buy
308
+1
+0.3% +$157 0.01% 231
2022
Q1 		$49K Sell
307
-114
-27% -$17.3K 0.01% 236
2021
Q4 		$70K Buy
421
+83
+25% +$13.3K 0.01% 202
2021
Q3 		$50K Buy
338
+287
+563% +$42.9K 0.01% 227
2021
Q2 		$7K Hold
51
– – ﹤0.01% 560
2021
Q1 		$6.58K Buy
51
+35
+219% +$4.09K ﹤0.01% 567
2020
Q4 		$2K Hold
16
– – ﹤0.01% 739
2020
Q3 		$2K Sell
16
-41
-72% -$4.53K ﹤0.01% 694
2020
Q2 		$6K Sell
57
-82
-59% -$8.28K ﹤0.01% 489
2020
Q1 		$13K Buy
139
+100
+256% +$11.5K ﹤0.01% 308
2019
Q4 		$4K Sell
39
-48
-55% -$5.42K ﹤0.01% 501
2019
Q3 		$10K Buy
87
+9
+12% +$1.05K ﹤0.01% 321
2019
Q2 		$9K Hold
78
– – ﹤0.01% 352
2019
Q1 		$8K Sell
78
-448
-85% -$43.7K ﹤0.01% 379
2018
Q4 		$47K Hold
526
– – 0.02% 137
2018
Q3 		$48K Buy
526
+448
+574% +$39.7K 0.02% 134
2018
Q2 		$6K Sell
78
-15
-16% -$1.24K ﹤0.01% 408
2018
Q1 		$8K Buy
93
+2
+2% +$172 0.01% 325
2017
Q4 		$7K Buy
+91
New +$7.41K ﹤0.01% 289

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

Sound Income Strategies's WM Position: Q2 2026 in Review

Sound Income Strategies sold out of Waste Management (WM) in Q2 2026, closing a stake of 713 shares — an estimated $165K sold.

Sound Income Strategies first reported a position in WM in Q4 2017 and held it in 34 quarters. The position peaked at $434K in Q2 2024. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Sound Income Strategies reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 713 Waste Management shares in Q2 2026, an estimated $165K.
  • Sound Income Strategies first reported a position in Waste Management in Q4 2017 and held it in 34 quarters.
  • Sound Income Strategies's Waste Management position peaked at $434K in Q2 2024.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.