Strategic Investment Solutions’s Waste Management WM Stock Holding History

Strategic Investment Solutions’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	$147K	Hold	658	–	–	0.03%	173
2026 Q1	$151K	Sell	658 -25	-4%	-$5.74K	0.04%	169
2025 Q4	$150K	Buy	683 +25	+4%	+$5.33K	0.04%	157
2025 Q3	$145K	Hold	658	–	–	0.04%	153
2025 Q2	$151K	Buy	658 +478	+266%	+$111K	0.05%	143
2025 Q1	$41.7K	Hold	180	–	–	0.01%	218
2024 Q4	$36.3K	Hold	180	–	–	0.01%	244
2024 Q3	$37.4K	Hold	180	–	–	0.01%	215
2024 Q2	$36.5K	Buy	+180	New	+$37.4K	0.01%	202
2023 Q4	$50.1K	Sell	280 -12,460	-98%	-$2.09M	0.01%	463
2023 Q3	$2.06M	Buy	12,740 +12,560	+6,978%	+$2.03M	0.03%	221
2023 Q2	$29.3K	Hold	180	–	–	0.01%	391
2023 Q1	$29.4K	Buy	+180	New	+$27.6K	0.01%	466

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Strategic Investment Solutions's WM Position: Q2 2026 in Review

Strategic Investment Solutions held its Waste Management (WM) position steady in Q2 2026 at 658 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #173.

Strategic Investment Solutions first reported a position in WM in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.06M in Q3 2023. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Strategic Investment Solutions held 658 shares of Waste Management worth $147K as of Q2 2026.
Strategic Investment Solutions left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.03% of Strategic Investment Solutions's portfolio in Q2 2026, its #173 holding.
Strategic Investment Solutions first reported a position in Waste Management in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Waste Management position peaked at $2.06M in Q3 2023.
734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.