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 $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.