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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 $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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.