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SYM Financial Corp’s Waste Management WM Stock Holding History

SYM Financial Corp’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
2026
Q1 		– Sell
-1,031
Closed -$227K – 465
2025
Q4 		$227K Sell
1,031
-84
-8% -$17.9K 0.02% 292
2025
Q3 		$246K Sell
1,115
-217
-16% -$48.9K 0.03% 260
2025
Q2 		$305K Buy
1,332
+5
+0.4% +$1.16K 0.03% 208
2025
Q1 		$307K Buy
1,327
+30
+2% +$6.64K 0.04% 167
2024
Q4 		$262K Buy
+1,297
New +$279K 0.03% 179

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

SYM Financial Corp's WM Position: Q1 2026 in Review

SYM Financial Corp sold out of Waste Management (WM) in Q1 2026, closing a stake of 1,031 shares — an estimated $227K sold.

SYM Financial Corp first reported a position in WM in Q4 2024 and held it in 5 quarters. The position peaked at $307K in Q1 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • SYM Financial Corp reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • SYM Financial Corp sold 1,031 Waste Management shares in Q1 2026, an estimated $227K.
  • SYM Financial Corp first reported a position in Waste Management in Q4 2024 and held it in 5 quarters.
  • SYM Financial Corp's Waste Management position peaked at $307K in Q1 2025.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.