Stonebridge Financial Group
WM icon

Stonebridge Financial Group’s Waste Management WM Stock Holding History

Stonebridge Financial Group’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 		$9.6M Buy
47,292
+27,368
+137% +$6.13M 1.18% 19
2026
Q2 		$4.44M Buy
+19,924
New +$4.43M 0.61% 38

Other funds holding WM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Stonebridge Financial Group's WM Position: Q3 2026 in Review

Stonebridge Financial Group increased its Waste Management (WM) stake by 137% in Q3 2026, buying an estimated $6.13M and bringing the position to 47,292 shares worth $9.6M. The position accounts for 1.18% of the portfolio, ranked #19.

Stonebridge Financial Group first reported a position in WM in Q2 2026 and has held it in 2 quarters since. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Stonebridge Financial Group held 47,292 shares of Waste Management worth $9.6M as of Q3 2026.
  • Stonebridge Financial Group bought 27,368 Waste Management shares in Q3 2026, an estimated $6.13M.
  • Waste Management made up 1.18% of Stonebridge Financial Group's portfolio in Q3 2026, its #19 holding.
  • Stonebridge Financial Group first reported a position in Waste Management in Q2 2026 and has held it in 2 quarters since.
  • 2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.