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Sterling Investment Management’s Waste Management WM Stock Holding History

Sterling Investment Management’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 		$3.21M Sell
14,390
-374
-3% -$83.2K 1.76% 19
2026
Q1 		$3.39M Buy
14,764
+8,290
+128% +$1.9M 2.03% 17
2025
Q4 		$1.42M Sell
6,474
-16
-0.2% -$3.41K 0.81% 32
2025
Q3 		$1.43M Buy
6,490
+137
+2% +$30.9K 0.86% 33
2025
Q2 		$1.45M Sell
6,353
-25
-0.4% -$5.8K 0.96% 31
2025
Q1 		$1.48M Sell
6,378
-171
-3% -$37.9K 1.05% 30
2024
Q4 		$1.32M Sell
6,549
-76
-1% -$16.3K 1.04% 33
2024
Q3 		$1.38M Sell
6,625
-389
-6% -$81.2K 1.04% 30
2024
Q2 		$1.5M Sell
7,014
-641
-8% -$133K 1.14% 30
2024
Q1 		$1.63M Sell
7,655
-103
-1% -$20.2K 1.15% 28
2023
Q4 		$1.39M Sell
7,758
-143
-2% -$24K 1.02% 32
2023
Q3 		$1.2M Sell
7,901
-3,391
-30% -$549K 1.07% 28
2023
Q2 		$1.96M Sell
11,292
-169
-1% -$27.9K 1.55% 20
2023
Q1 		$1.87M Sell
11,461
-149
-1% -$22.8K 1.49% 21
2022
Q4 		$1.82M Sell
11,610
-469
-4% -$75.5K 1.46% 22
2022
Q3 		$1.94M Buy
12,079
+6,137
+103% +$1.01M 1.63% 18
2022
Q2 		$909K Sell
5,942
-329
-5% -$51.5K 0.76% 48
2022
Q1 		$993K Sell
6,271
-1,229
-16% -$186K 0.7% 53
2021
Q4 		$1.25M Sell
7,500
-213
-3% -$34.2K 0.78% 47
2021
Q3 		$1.15M Sell
7,713
-574
-7% -$85.9K 0.73% 46
2021
Q2 		$1.16M Buy
8,287
+383
+5% +$52.9K 0.76% 41
2021
Q1 		$1.02M Sell
7,904
-366
-4% -$42.8K 0.7% 42
2020
Q4 		$975K Buy
8,270
+75
+0.9% +$8.75K 0.69% 41
2020
Q3 		$927K Sell
8,195
-1,163
-12% -$129K 0.69% 40
2020
Q2 		$991K Sell
9,358
-12,625
-57% -$1.27M 0.77% 40
2020
Q1 		$2.04M Sell
21,983
-506
-2% -$58K 1.78% 15
2019
Q4 		$2.56M Sell
22,489
-118
-0.5% -$13.3K 1.7% 20
2019
Q3 		$2.6M Buy
22,607
+3,561
+19% +$416K 1.9% 17
2019
Q2 		$2.2M Sell
19,046
-501
-3% -$54.4K 1.7% 22
2019
Q1 		$2.03M Buy
+19,547
New +$1.91M 1.57% 24

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Sterling Investment Management's WM Position: Q2 2026 in Review

Sterling Investment Management reduced its Waste Management (WM) stake by 2.5% in Q2 2026, selling an estimated $83.2K and leaving 14,390 shares worth $3.21M. The position accounts for 1.76% of the portfolio, ranked #19.

Sterling Investment Management first reported a position in WM in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.39M in Q1 2026. 534 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Sterling Investment Management held 14,390 shares of Waste Management worth $3.21M as of Q2 2026.
  • Sterling Investment Management sold 374 Waste Management shares in Q2 2026, an estimated $83.2K.
  • Waste Management made up 1.76% of Sterling Investment Management's portfolio in Q2 2026, its #19 holding.
  • Sterling Investment Management first reported a position in Waste Management in Q1 2019 and has held it in 30 quarters since.
  • Sterling Investment Management's Waste Management position peaked at $3.39M in Q1 2026.
  • 534 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.