Spirit of America Management Corp’s Waste Management WM Stock Holding History

Spirit of America Management Corp’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	$780K	Buy	3,500 +300	+9%	+$66.7K	0.15%	147
2026 Q1	$735K	Hold	3,200	–	–	0.15%	144
2025 Q4	$703K	Buy	3,200 +450	+16%	+$95.9K	0.15%	151
2025 Q3	$607K	Buy	2,750 +850	+45%	+$191K	0.12%	168
2025 Q2	$435K	Buy	1,900 +400	+27%	+$92.8K	0.09%	195
2025 Q1	$347K	Buy	1,500 +200	+15%	+$44.3K	0.07%	213
2024 Q4	$262K	Buy	1,300 +350	+37%	+$75.2K	0.05%	220
2024 Q3	$197K	Buy	950 +500	+111%	+$104K	0.04%	234
2024 Q2	$96K	Buy	450 +200	+80%	+$41.6K	0.02%	275
2024 Q1	$53.3K	Hold	250	–	–	0.01%	269
2023 Q4	$44.8K	Hold	250	–	–	0.01%	258
2023 Q3	$38.1K	Buy	250 +100	+67%	+$16.2K	0.01%	230
2023 Q2	$26K	Buy	+150	New	+$24.8K	0.01%	233

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Spirit of America Management Corp's WM Position: Q2 2026 in Review

Spirit of America Management Corp increased its Waste Management (WM) stake by 9.4% in Q2 2026, buying an estimated $66.7K and bringing the position to 3,500 shares worth $780K. The position accounts for 0.15% of the portfolio, ranked #147.

Spirit of America Management Corp first reported a position in WM in Q2 2023 and has held it in 13 quarters since. 1,590 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Spirit of America Management Corp held 3,500 shares of Waste Management worth $780K as of Q2 2026.
Spirit of America Management Corp bought 300 Waste Management shares in Q2 2026, an estimated $66.7K.
Waste Management made up 0.15% of Spirit of America Management Corp's portfolio in Q2 2026, its #147 holding.
Spirit of America Management Corp first reported a position in Waste Management in Q2 2023 and has held it in 13 quarters since.
1,590 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.