Stonebridge Financial Group (Pennsylvania)’s Waste Management WM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$241K	Buy	1,082 +6	+0.6%	+$1.33K	0.02%	248
2026 Q1	$247K	Buy	1,076 +40	+4%	+$9.19K	0.02%	229
2025 Q4	$228K	Sell	1,036 -9	-0.9%	-$1.92K	0.02%	230
2025 Q3	$231K	Sell	1,045 -482	-32%	-$109K	0.02%	220
2025 Q2	$349K	Sell	1,527 -6	-0.4%	-$1.39K	0.03%	182
2025 Q1	$355K	Buy	1,533 +45	+3%	+$9.97K	0.04%	168
2024 Q4	$300K	Buy	+1,488	New	+$320K	0.03%	190

Other funds holding WM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s WM Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Waste Management (WM) stake by 0.56% in Q2 2026, buying an estimated $1.33K and bringing the position to 1,082 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #248.

Stonebridge Financial Group (Pennsylvania) first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $355K in Q1 2025. 2,027 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 1,082 shares of Waste Management worth $241K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 6 Waste Management shares in Q2 2026, an estimated $1.33K.
Waste Management made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #248 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s Waste Management position peaked at $355K in Q1 2025.
2,027 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.