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Summit Securities Group’s Waste Management WM Stock Holding History

Summit Securities 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
2014
Q1 		– Sell
-35
Closed -$2K – 602
2013
Q4 		$2K Buy
+35
New +$1.53K ﹤0.01% 439

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Summit Securities Group's WM Position: Q2 2026 in Review

Summit Securities Group increased its Waste Management (WM) stake by 41% in Q2 2026, buying an estimated $5.56K and bringing the position to 86 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Summit Securities Group first reported a position in WM in Q2 2013 and has held it in 36 quarters since. The position peaked at $18.5M in Q2 2013. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Summit Securities Group held 86 shares of Waste Management worth $19.2K as of Q2 2026.
  • Summit Securities Group bought 25 Waste Management shares in Q2 2026, an estimated $5.56K.
  • Waste Management made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #724 holding.
  • Summit Securities Group first reported a position in Waste Management in Q2 2013 and has held it in 36 quarters since.
  • Summit Securities Group's Waste Management position peaked at $18.5M in Q2 2013.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.