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
2021 Q4	–	Sell	-32	Closed	-$478K	–	975
2021 Q3	$478K	Hold	32	–	–	0.04%	406
2021 Q2	$448K	Hold	32	–	–	0.04%	413
2021 Q1	$413K	Buy	+32	New	+$3.74K	0.05%	367
2015 Q2	–	Sell	-55	Closed	-$39K	–	597
2015 Q1	$39K	Buy	+55	New	+$2.93K	0.03%	217
2014 Q4	–	Sell	-58	Closed	-$13K	–	743
2014 Q3	$13K	Buy	+58	New	+$2.66K	﹤0.01%	525
2013 Q3	–	Sell	-644	Closed	-$6K	–	564
2013 Q2	$6K	Buy	+644	New	+$26K	﹤0.01%	374

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.