Sowell Financial Services’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.53M | Buy |
6,846
+267
| +4% | +$59.4K | 0.05% | 366 |
|
|
2026
Q1 | $1.51M | Sell |
6,579
-241
| -4% | -$55.4K | 0.06% | 360 |
|
|
2025
Q4 | $1.5M | Sell |
6,820
-1,158
| -15% | -$247K | 0.06% | 338 |
|
|
2025
Q3 | $1.76M | Sell |
7,978
-1,256
| -14% | -$283K | 0.07% | 313 |
|
|
2025
Q2 | $2.11M | Buy |
9,234
+24
| +0.3% | +$5.57K | 0.09% | 249 |
|
|
2025
Q1 | $2.13M | Buy |
+9,210
| New | +$2.04M | 0.1% | 220 |
|
|
2024
Q4 | – | Sell |
-13,375
| Closed | -$2.78M | – | 615 |
|
|
2024
Q3 | $2.78M | Sell |
13,375
-7,509
| -36% | -$1.57M | 0.13% | 180 |
|
|
2024
Q2 | $4.46M | Buy |
20,884
+258
| +1% | +$53.6K | 0.21% | 120 |
|
|
2024
Q1 | $4.4M | Buy |
20,626
+7,290
| +55% | +$1.43M | 0.21% | 121 |
|
|
2023
Q4 | $2.39M | Buy |
13,336
+417
| +3% | +$69.9K | 0.13% | 176 |
|
|
2023
Q3 | $1.97M | Buy |
12,919
+985
| +8% | +$159K | 0.12% | 188 |
|
|
2023
Q2 | $2.07M | Buy |
11,934
+9,134
| +326% | +$1.51M | 0.12% | 209 |
|
|
2023
Q1 | $457K | Sell |
2,800
-8,407
| -75% | -$1.29M | 0.04% | 456 |
|
|
2022
Q4 | $1.76M | Buy |
+11,207
| New | +$1.8M | 0.11% | 210 |
|
|
2021
Q2 | – | Sell |
-16,714
| Closed | -$2.37M | – | 2742 |
|
|
2021
Q1 | $2.37M | Buy |
16,714
+2,904
| +21% | +$339K | 0.08% | 219 |
|
|
2020
Q4 | $1.63M | Buy |
13,810
+38
| +0.3% | +$4.43K | 0.07% | 237 |
|
|
2020
Q3 | $1.56M | Sell |
13,772
-7,084
| -34% | -$783K | 0.08% | 217 |
|
|
2020
Q2 | $2.21M | Sell |
20,856
-1,796
| -8% | -$181K | 0.12% | 160 |
|
|
2020
Q1 | $2.1M | Buy |
22,652
+1,201
| +6% | +$138K | 0.16% | 148 |
|
|
2019
Q4 | $2.44M | Buy |
21,451
+6,538
| +44% | +$738K | 0.19% | 118 |
|
|
2019
Q3 | $1.72M | Buy |
+14,913
| New | +$1.74M | 0.14% | 151 |
|
|
2019
Q1 | $1.38M | Sell |
13,243
-349
| -3% | -$34.1K | 0.15% | 147 |
|
|
2018
Q4 | $1.21M | Buy |
13,592
+633
| +5% | +$56.8K | 0.17% | 128 |
|
|
2018
Q3 | $1.17M | Hold |
12,959
| – | – | 0.17% | 107 |
|
|
2018
Q2 | $1.17M | Buy |
12,959
+4,060
| +46% | +$336K | 0.25% | 97 |
|
|
2018
Q1 | $719K | Sell |
8,899
-754
| -8% | -$64.7K | 0.18% | 121 |
|
|
2017
Q4 | $849K | Buy |
9,653
+644
| +7% | +$52.4K | 0.21% | 107 |
|
|
2017
Q3 | $731K | Buy |
9,009
+2,448
| +37% | +$186K | 0.19% | 106 |
|
|
2017
Q2 | $494K | Buy |
+6,561
| New | +$478K | 0.14% | 138 |
|
|
2017
Q1 | – | Sell |
-19
| Closed | -$1K | – | 563 |
|
|
2016
Q4 | $1K | Buy |
+19
| New | +$1.27K | ﹤0.01% | 630 |
|
Other funds holding WM
Sowell Financial Services's WM Position: Q2 2026 in Review
Sowell Financial Services increased its Waste Management (WM) stake by 4.1% in Q2 2026, buying an estimated $59.4K and bringing the position to 6,846 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #366.
Sowell Financial Services first reported a position in WM in Q4 2016 and has held it in 30 quarters since. The position peaked at $4.46M in Q2 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Sowell Financial Services held 6,846 shares of Waste Management worth $1.53M as of Q2 2026.
- Sowell Financial Services bought 267 Waste Management shares in Q2 2026, an estimated $59.4K.
- Waste Management made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #366 holding.
- Sowell Financial Services first reported a position in Waste Management in Q4 2016 and has held it in 30 quarters since.
- Sowell Financial Services's Waste Management position peaked at $4.46M in Q2 2024.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.