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Sovereign Financial Group’s Waste Management WM Stock Holding History

Sovereign Financial 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
-890
Closed -$205K – 405
2026
Q1 		$205K Sell
890
-63
-7% -$14.5K 0.04% 340
2025
Q4 		$209K Buy
953
+25
+3% +$5.33K 0.04% 321
2025
Q3 		$205K Hold
928
– – 0.04% 312
2025
Q2 		$212K Buy
928
+5
+0.5% +$1.16K 0.04% 291
2025
Q1 		$214K Buy
+923
New +$204K 0.05% 265
2024
Q3 		– Sell
-942
Closed -$201K – 293
2024
Q2 		$201K Sell
942
-78
-8% -$16.2K 0.05% 270
2024
Q1 		$217K Buy
+1,020
New +$200K 0.06% 263

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

Sovereign Financial Group's WM Position: Q2 2026 in Review

Sovereign Financial Group sold out of Waste Management (WM) in Q2 2026, closing a stake of 890 shares — an estimated $205K sold.

Sovereign Financial Group first reported a position in WM in Q1 2024 and held it in 7 quarters. The position peaked at $217K in Q1 2024. 2,360 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Sovereign Financial Group reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Sovereign Financial Group sold 890 Waste Management shares in Q2 2026, an estimated $205K.
  • Sovereign Financial Group first reported a position in Waste Management in Q1 2024 and held it in 7 quarters.
  • Sovereign Financial Group's Waste Management position peaked at $217K in Q1 2024.
  • 2,360 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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