Summit Securities Group
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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

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Summit Securities Group's WM Position: Q3 2026 in Review

Summit Securities Group increased its Waste Management (WM) stake by 1,628% in Q3 2026, buying an estimated $314K and bringing the position to 1,486 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #272.

Summit Securities Group first reported a position in WM in Q2 2013 and has held it in 37 quarters since. The position peaked at $18.5M in Q2 2013. 1,504 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Summit Securities Group held 1,486 shares of Waste Management worth $303K as of Q3 2026.
  • Summit Securities Group bought 1,400 Waste Management shares in Q3 2026, an estimated $314K.
  • Waste Management made up 0.03% of Summit Securities Group's portfolio in Q3 2026, its #272 holding.
  • Summit Securities Group first reported a position in Waste Management in Q2 2013 and has held it in 37 quarters since.
  • Summit Securities Group's Waste Management position peaked at $18.5M in Q2 2013.
  • 1,504 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.