Stifel Financial
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Stifel Financial’s Waste Management WM Stock Holding History

Stifel Financial’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
2015
Q1 		– Sell
-200
Closed -$10K – 2405
2014
Q4 		$10K Buy
+200
New +$9.74K ﹤0.01% 2296

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

Stifel Financial's WM Position: Q2 2026 in Review

Stifel Financial reduced its Waste Management (WM) stake by 5.8% in Q2 2026, selling an estimated $27.6M and leaving 2,014,127 shares worth $449M. The position accounts for 0.37% of the portfolio, ranked #50.

Stifel Financial first reported a position in WM in Q1 2014 and has held it in 50 quarters since. The position peaked at $529M in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Stifel Financial held 2,014,127 shares of Waste Management worth $449M as of Q2 2026.
  • Stifel Financial sold 123,914 Waste Management shares in Q2 2026, an estimated $27.6M.
  • Waste Management made up 0.37% of Stifel Financial's portfolio in Q2 2026, its #50 holding.
  • Stifel Financial first reported a position in Waste Management in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's Waste Management position peaked at $529M in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.