STAR Financial Bank’s Waste Management WM Stock Holding History

STAR Financial Bank’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 Q1	$389K	Sell	1,691 -50	-3%	-$11.5K	0.18%	66
2025 Q4	$383K	Sell	1,741 -173	-9%	-$36.9K	0.2%	79
2025 Q3	$423K	Sell	1,914 -353	-16%	-$79.5K	0.25%	73
2025 Q2	$519K	Sell	2,267 -135	-6%	-$31.3K	0.33%	66
2025 Q1	$556K	Sell	2,402 -124	-5%	-$27.5K	0.41%	58
2024 Q4	$510K	Sell	2,526 -541	-18%	-$116K	0.37%	59
2024 Q3	$637K	Sell	3,067 -480	-14%	-$100K	0.43%	55
2024 Q2	$757K	Sell	3,547 -884	-20%	-$184K	0.58%	48
2024 Q1	$944K	Hold	4,431	–	–	0.81%	32
2023 Q4	$794K	Buy	4,431 +156	+4%	+$26.2K	0.72%	36
2023 Q3	$652K	Sell	4,275 -360	-8%	-$58.3K	0.67%	37
2023 Q2	$804K	Sell	4,635 -23	-0.5%	-$3.8K	0.75%	36
2023 Q1	$760K	Hold	4,658	–	–	0.74%	36
2022 Q4	$731K	Buy	+4,658	New	+$750K	0.72%	40

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

STAR Financial Bank's WM Position: Q1 2026 in Review

STAR Financial Bank reduced its Waste Management (WM) stake by 2.9% in Q1 2026, selling an estimated $11.5K and leaving 1,691 shares worth $389K. The position accounts for 0.18% of the portfolio, ranked #66.

STAR Financial Bank first reported a position in WM in Q4 2022 and has held it in 14 quarters since. The position peaked at $944K in Q1 2024. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

STAR Financial Bank held 1,691 shares of Waste Management worth $389K as of Q1 2026.
STAR Financial Bank sold 50 Waste Management shares in Q1 2026, an estimated $11.5K.
Waste Management made up 0.18% of STAR Financial Bank's portfolio in Q1 2026, its #66 holding.
STAR Financial Bank first reported a position in Waste Management in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's Waste Management position peaked at $944K in Q1 2024.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.