Summit Securities Group’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14K | Sell |
61
-489
| -89% | -$112K | ﹤0.01% | 598 |
|
|
2025
Q4 | $121K | Sell |
550
-147
| -21% | -$31.3K | 0.02% | 435 |
|
|
2025
Q3 | $154K | Buy |
697
+450
| +182% | +$101K | 0.03% | 303 |
|
|
2025
Q2 | $56.5K | Buy |
+247
| New | +$57.3K | 0.01% | 496 |
|
|
2024
Q4 | – | Sell |
-6
| Closed | -$1K | – | 930 |
|
|
2024
Q3 | $1K | Buy |
+6
| New | +$1.25K | ﹤0.01% | 526 |
|
|
2024
Q1 | – | Sell |
-2
| Closed | – | – | 942 |
|
|
2023
Q4 | $0 | Buy |
+2
| New | +$335 | ﹤0.01% | 942 |
|
|
2023
Q3 | – | Sell |
-484
| Closed | -$84K | – | 1063 |
|
|
2023
Q2 | $84K | Sell |
484
-254
| -34% | -$42K | 0.01% | 314 |
|
|
2023
Q1 | $120K | Sell |
738
-1,752
| -70% | -$268K | 0.01% | 269 |
|
|
2022
Q4 | $391K | Buy |
2,490
+425
| +21% | +$68.4K | 0.01% | 274 |
|
|
2022
Q3 | $331K | Buy |
2,065
+763
| +59% | +$126K | 0.02% | 320 |
|
|
2022
Q2 | $199K | Buy |
1,302
+644
| +98% | +$101K | 0.02% | 306 |
|
|
2022
Q1 | $104K | Sell |
658
-9,482
| -94% | -$1.44M | 0.01% | 497 |
|
|
2021
Q4 | $1.69M | Buy |
10,140
+640
| +7% | +$103K | 0.08% | 182 |
|
|
2021
Q3 | $1.42M | Sell |
9,500
-1,441
| -13% | -$216K | 0.11% | 204 |
|
|
2021
Q2 | $1.53M | Buy |
10,941
+4,841
| +79% | +$669K | 0.13% | 174 |
|
|
2021
Q1 | $787K | Hold |
6,100
| – | – | 0.09% | 238 |
|
|
2020
Q4 | $719K | Buy |
6,100
+2,600
| +74% | +$303K | 0.06% | 288 |
|
|
2020
Q3 | $396K | Buy |
+3,500
| New | +$387K | 0.04% | 246 |
|
|
2020
Q1 | – | Sell |
-4,900
| Closed | -$558K | – | 497 |
|
|
2019
Q4 | $558K | Sell |
4,900
-1,500
| -23% | -$169K | 0.04% | 271 |
|
|
2019
Q3 | $736K | Buy |
+6,400
| New | +$747K | 0.07% | 160 |
|
|
2019
Q2 | – | Sell |
-4,400
| Closed | -$457K | – | 389 |
|
|
2019
Q1 | $457K | Buy |
4,400
+900
| +26% | +$87.8K | 0.08% | 124 |
|
|
2018
Q4 | $311K | Sell |
3,500
-2,700
| -44% | -$242K | 0.03% | 240 |
|
|
2018
Q3 | $560K | Buy |
+6,200
| New | +$550K | 0.21% | 76 |
|
|
2018
Q2 | – | Sell |
-3,800
| Closed | -$320K | – | 256 |
|
|
2018
Q1 | $320K | Buy |
3,800
+900
| +31% | +$77.2K | 0.08% | 111 |
|
|
2017
Q4 | $250K | Hold |
2,900
| – | – | 0.03% | 140 |
|
|
2017
Q3 | $227K | Buy |
+2,900
| New | +$220K | 0.04% | 180 |
|
|
2015
Q4 | – | Sell |
-1,500
| Closed | -$79.7K | – | 464 |
|
|
2015
Q3 | $75K | Sell |
1,500
-1,500
| -50% | -$74.7K | 0.05% | 143 |
|
|
2015
Q2 | $139K | Sell |
3,000
-749
| -20% | -$37.7K | 0.07% | 100 |
|
|
2015
Q1 | $203K | Sell |
3,749
-5,751
| -61% | -$306K | 0.15% | 85 |
|
|
2014
Q4 | $488K | Buy |
9,500
+5,700
| +150% | +$278K | 0.14% | 113 |
|
|
2014
Q3 | $181K | Sell |
3,800
-54,200
| -93% | -$2.48M | 0.05% | 226 |
|
|
2014
Q2 | $2.59M | Buy |
+58,000
| New | +$2.52M | 0.89% | 24 |
|
|
2014
Q1 | – | Sell |
-2,700
| Closed | -$121K | – | 603 |
|
|
2013
Q4 | $121K | Buy |
2,700
+200
| +8% | +$8.73K | 0.02% | 213 |
|
|
2013
Q3 | $103K | Sell |
2,500
-457,100
| -99% | -$19.1M | 0.04% | 158 |
|
|
2013
Q2 | $18.5M | Buy |
+459,600
| New | +$18.6M | 8.85% | 1 |
|
Other funds holding WM
VCM
VPM
Summit Securities Group's WM Position: Q1 2026 in Review
Summit Securities Group reduced its Waste Management (WM) stake by 89% in Q1 2026, selling an estimated $112K and leaving 61 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #598.
Summit Securities Group first reported a position in WM in Q2 2013 and has held it in 35 quarters since. The position peaked at $18.5M in Q2 2013. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.
- Summit Securities Group held 61 shares of Waste Management worth $14K as of Q1 2026.
- Summit Securities Group sold 489 Waste Management shares in Q1 2026, an estimated $112K.
- Waste Management made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #598 holding.
- Summit Securities Group first reported a position in Waste Management in Q2 2013 and has held it in 35 quarters since.
- Summit Securities Group's Waste Management position peaked at $18.5M in Q2 2013.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.