Stiles Financial Services
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Stiles Financial Services’s Waste Management WM Stock Holding History

Stiles Financial Services’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
Q3 		$1.22M Sell
5,989
-34
-0.6% -$7.62K 0.31% 77
2026
Q2 		$1.34M Sell
6,023
-51
-0.8% -$11.3K 0.34% 75
2026
Q1 		$1.4M Sell
6,074
-136
-2% -$31.2K 0.43% 65
2025
Q4 		$1.36M Sell
6,210
-97
-2% -$20.7K 0.42% 65
2025
Q3 		$1.39M Buy
6,307
+5
+0.1% +$1.13K 0.44% 70
2025
Q2 		$1.44M Sell
6,302
-433
-6% -$100K 0.5% 66
2025
Q1 		$1.56M Sell
6,735
-43
-0.6% -$9.5K 0.6% 59
2024
Q4 		$1.37M Buy
6,778
+7
+0.1% +$1.5K 0.5% 65
2024
Q3 		$1.41M Buy
6,771
+10
+0.1% +$2.09K 0.5% 65
2024
Q2 		$1.44M Sell
6,761
-154
-2% -$32K 0.55% 59
2024
Q1 		$1.47M Sell
6,915
-40
-0.6% -$7.86K 0.59% 59
2023
Q4 		$1.25M Sell
6,955
-77
-1% -$12.9K 0.57% 60
2023
Q3 		$1.07M Buy
7,032
+165
+2% +$26.7K 0.56% 60
2023
Q2 		$1.19M Sell
6,867
-132
-2% -$21.8K 0.59% 58
2023
Q1 		$1.14M Buy
6,999
+17
+0.2% +$2.6K 0.61% 53
2022
Q4 		$1.1M Buy
6,982
+128
+2% +$20.6K 0.63% 52
2022
Q3 		$1.1M Sell
6,854
-5
-0.1% -$825 0.67% 46
2022
Q2 		$1.05M Sell
6,859
-185
-3% -$29K 0.63% 54
2022
Q1 		$1.12M Buy
7,044
+16
+0.2% +$2.43K 0.56% 55
2021
Q4 		$1.17M Buy
+7,028
New +$1.13M 0.57% 53

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stiles Financial Services's WM Position: Q3 2026 in Review

Stiles Financial Services reduced its Waste Management (WM) stake by 0.56% in Q3 2026, selling an estimated $7.62K and leaving 5,989 shares worth $1.22M. The position accounts for 0.31% of the portfolio, ranked #77.

Stiles Financial Services first reported a position in WM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.56M in Q1 2025. 1,001 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Stiles Financial Services held 5,989 shares of Waste Management worth $1.22M as of Q3 2026.
  • Stiles Financial Services sold 34 Waste Management shares in Q3 2026, an estimated $7.62K.
  • Waste Management made up 0.31% of Stiles Financial Services's portfolio in Q3 2026, its #77 holding.
  • Stiles Financial Services first reported a position in Waste Management in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Waste Management position peaked at $1.56M in Q1 2025.
  • 1,001 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.