Summit Financial Wealth Advisors
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Summit Financial Wealth Advisors’s Waste Management WM Stock Holding History

Summit Financial Wealth Advisors’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 		$425K Sell
2,085
-88
-4% -$19.7K 0.05% 146
2026
Q2 		$484K Sell
2,173
-4
-0.2% -$890 0.06% 136
2026
Q1 		$500K Buy
2,177
+99
+5% +$22.7K 0.07% 115
2025
Q4 		$457K Sell
2,078
-10
-0.5% -$2.13K 0.07% 112
2025
Q3 		$459K Buy
2,088
+92
+5% +$20.7K 0.07% 111
2025
Q2 		$457K Sell
1,996
-473
-19% -$110K 0.08% 102
2025
Q1 		$572K Hold
2,469
– – 0.11% 87
2024
Q4 		$552K Sell
2,469
-5
-0.2% -$1.07K 0.11% 86
2024
Q3 		$514K Sell
2,474
-5
-0.2% -$1.04K 0.1% 87
2024
Q2 		$529K Sell
2,479
-4
-0.2% -$831 0.11% 77
2024
Q1 		$529K Hold
2,483
– – 0.11% 78
2023
Q4 		$445K Hold
2,483
– – 0.1% 85
2023
Q3 		$421K Hold
2,483
– – 0.1% 80
2023
Q2 		$431K Sell
2,483
-587
-19% -$97K 0.1% 80
2023
Q1 		$501K Sell
3,070
-520
-14% -$79.6K 0.12% 79
2022
Q4 		$563K Hold
3,590
– – 0.14% 77
2022
Q3 		$568K Hold
3,590
– – 0.16% 64
2022
Q2 		$560K Buy
3,590
+387
+12% +$60.6K 0.13% 73
2022
Q1 		$508K Buy
3,203
+169
+6% +$25.6K 0.1% 77
2021
Q4 		$498K Sell
3,034
-150
-5% -$24.1K 0.1% 86
2021
Q3 		$476K Hold
3,184
– – 0.11% 82
2021
Q2 		$446K Hold
3,184
– – 0.1% 86
2021
Q1 		$375K Sell
3,184
-191
-6% -$22.3K 0.1% 81
2020
Q4 		$382K Sell
3,375
-468
-12% -$54.6K 0.1% 78
2020
Q3 		$425K Sell
3,843
-7,767
-67% -$858K 0.11% 79
2020
Q2 		$1.2M Sell
11,610
-380
-3% -$38.4K 0.32% 44
2020
Q1 		$1.1M Sell
11,990
-5,093
-30% -$584K 0.34% 46
2019
Q4 		$2.07M Sell
17,083
-10,390
-38% -$1.17M 0.5% 43
2019
Q3 		$3.2M Sell
27,473
-1,696
-6% -$198K 0.78% 33
2019
Q2 		$3.36M Sell
29,169
-7,231
-20% -$785K 0.82% 35
2019
Q1 		$3.79M Buy
36,400
+1,535
+4% +$150K 1% 30
2018
Q4 		$3.1M Buy
34,865
+295
+0.9% +$26.5K 1.01% 28
2018
Q3 		$3.06M Sell
34,570
-330
-0.9% -$29.3K 0.91% 37
2018
Q2 		$2.94M Hold
34,900
– – 0.98% 34
2018
Q1 		$2.94M Buy
34,900
+1,551
+5% +$133K 0.97% 36
2017
Q4 		$2.88M Buy
33,349
+39
+0.1% +$3.18K 0.99% 31
2017
Q3 		$2.61M Buy
33,310
+10,660
+47% +$810K 0.95% 32
2017
Q2 		$1.66M Buy
+22,650
New +$1.65M 0.66% 46
2015
Q3 		– Sell
-802
Closed -$37K – 258
2015
Q2 		$37K Hold
802
– – 0.02% 167
2015
Q1 		$40K Sell
802
-403
-33% -$21.4K 0.03% 132
2014
Q4 		$62K Buy
+1,205
New +$58.7K 0.04% 110

Other funds holding WM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Summit Financial Wealth Advisors's WM Position: Q3 2026 in Review

Summit Financial Wealth Advisors reduced its Waste Management (WM) stake by 4% in Q3 2026, selling an estimated $19.7K and leaving 2,085 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #146.

Summit Financial Wealth Advisors first reported a position in WM in Q4 2014 and has held it in 41 quarters since. The position peaked at $3.79M in Q1 2019. 1,665 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Summit Financial Wealth Advisors held 2,085 shares of Waste Management worth $425K as of Q3 2026.
  • Summit Financial Wealth Advisors sold 88 Waste Management shares in Q3 2026, an estimated $19.7K.
  • Waste Management made up 0.05% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #146 holding.
  • Summit Financial Wealth Advisors first reported a position in Waste Management in Q4 2014 and has held it in 41 quarters since.
  • Summit Financial Wealth Advisors's Waste Management position peaked at $3.79M in Q1 2019.
  • 1,665 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.