Sweeney & Michel’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$279K Buy
1,225
+102
+9% +$22.7K 0.07% 136
2026
Q1
$259K Buy
1,123
+52
+5% +$11.9K 0.08% 130
2025
Q4
$251K Buy
+1,071
New +$228K 0.07% 128
2025
Q2
Sell
-1,000
Closed -$216K 134
2025
Q1
$216K Buy
+1,000
New +$221K 0.09% 113
2024
Q3
$213K Hold
1,000
0.08% 114
2024
Q2
$210K Hold
1,000
0.09% 107
2024
Q1
$210K Buy
+1,000
New +$197K 0.09% 106

Other funds holding WM

Sweeney & Michel's WM Position: Q2 2026 in Review

Sweeney & Michel increased its Waste Management (WM) stake by 9.1% in Q2 2026, buying an estimated $22.7K and bringing the position to 1,225 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #136.

Sweeney & Michel first reported a position in WM in Q1 2024 and has held it in 7 quarters since. 2,355 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Sweeney & Michel held 1,225 shares of Waste Management worth $279K as of Q2 2026.
  • Sweeney & Michel bought 102 Waste Management shares in Q2 2026, an estimated $22.7K.
  • Waste Management made up 0.07% of Sweeney & Michel's portfolio in Q2 2026, its #136 holding.
  • Sweeney & Michel first reported a position in Waste Management in Q1 2024 and has held it in 7 quarters since.
  • 2,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.