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Southland Equity Partners’s Waste Management WM Stock Holding History

Southland Equity Partners’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 		$421K Buy
1,889
+40
+2% +$8.9K 0.07% 188
2026
Q1 		$425K Buy
1,849
+64
+4% +$14.7K 0.08% 170
2025
Q4 		$392K Buy
1,785
+22
+1% +$4.69K 0.08% 173
2025
Q3 		$389K Buy
1,763
+71
+4% +$16K 0.08% 165
2025
Q2 		$387K Sell
1,692
-71
-4% -$16.5K 0.08% 149
2025
Q1 		$408K Sell
1,763
-43
-2% -$9.52K 0.1% 143
2024
Q4 		$364K Buy
1,806
+2
+0.1% +$430 0.08% 148
2024
Q3 		$375K Sell
1,804
-81
-4% -$16.9K 0.09% 148
2024
Q2 		$402K Sell
1,885
-13
-0.7% -$2.7K 0.11% 117
2024
Q1 		$405K Sell
1,898
-33
-2% -$6.49K 0.11% 126
2023
Q4 		$346K Buy
1,931
+48
+3% +$8.05K 0.11% 128
2023
Q3 		$287K Buy
1,883
+68
+4% +$11K 0.1% 144
2023
Q2 		$315K Sell
1,815
-30
-2% -$4.96K 0.11% 128
2023
Q1 		$301K Buy
1,845
+12
+0.7% +$1.84K 0.12% 129
2022
Q4 		$288K Buy
1,833
+16
+0.9% +$2.58K 0.11% 127
2022
Q3 		$291K Buy
1,817
+9
+0.5% +$1.49K 0.14% 111
2022
Q2 		$277K Buy
1,808
+60
+3% +$9.4K 0.13% 126
2022
Q1 		$277K Sell
1,748
-1
-0.1% -$152 0.12% 134
2021
Q4 		$292K Hold
1,749
– – 0.12% 131
2021
Q3 		$261K Hold
1,749
– – 0.12% 134
2021
Q2 		$245K Buy
1,749
+33
+2% +$4.56K 0.12% 134
2021
Q1 		$221K Buy
1,716
+7
+0.4% +$818 0.13% 138
2020
Q4 		$202K Buy
+1,709
New +$199K 0.14% 124

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Southland Equity Partners's WM Position: Q2 2026 in Review

Southland Equity Partners increased its Waste Management (WM) stake by 2.2% in Q2 2026, buying an estimated $8.9K and bringing the position to 1,889 shares worth $421K. The position accounts for 0.07% of the portfolio, ranked #188.

Southland Equity Partners first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $425K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Southland Equity Partners held 1,889 shares of Waste Management worth $421K as of Q2 2026.
  • Southland Equity Partners bought 40 Waste Management shares in Q2 2026, an estimated $8.9K.
  • Waste Management made up 0.07% of Southland Equity Partners's portfolio in Q2 2026, its #188 holding.
  • Southland Equity Partners first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's Waste Management position peaked at $425K in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.