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Symphony Financial’s Waste Management WM Stock Holding History

Symphony Financial’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
Q2 		$2.3M Buy
10,286
+1,548
+18% +$344K 0.25% 83
2026
Q1 		$2.01M Buy
8,738
+1,024
+13% +$235K 0.27% 78
2025
Q4 		$1.71M Sell
7,714
-1,210
-14% -$258K 0.23% 84
2025
Q3 		$1.97M Buy
8,924
+2,820
+46% +$635K 0.24% 86
2025
Q2 		$1.32M Buy
+6,104
New +$1.42M 0.17% 103
2025
Q1 		– Sell
-4,197
Closed -$894K – 225
2024
Q4 		$894K Buy
4,197
+10
+0.2% +$2.15K 0.14% 105
2024
Q3 		$860K Sell
4,187
-411
-9% -$85.7K 0.14% 107
2024
Q2 		$976K Buy
4,598
+11
+0.2% +$2.29K 0.18% 96
2024
Q1 		$978K Sell
4,587
-203
-4% -$39.9K 0.23% 83
2023
Q4 		$865K Sell
4,790
-147
-3% -$24.6K 0.19% 95
2023
Q3 		$747K Buy
4,937
+944
+24% +$153K 0.18% 94
2023
Q2 		$678K Buy
3,993
+328
+9% +$54.2K 0.17% 108
2023
Q1 		$592K Sell
3,665
-59
-2% -$9.04K 0.15% 115
2022
Q4 		$583K Sell
3,724
-2,997
-45% -$482K 0.15% 120
2022
Q3 		$1.08M Buy
6,721
+1,516
+29% +$250K 0.35% 65
2022
Q2 		$787K Sell
5,205
-774
-13% -$121K 0.23% 87
2022
Q1 		$971K Buy
5,979
+4,200
+236% +$637K 0.23% 84
2021
Q4 		$290K Sell
1,779
-78
-4% -$12.5K 0.08% 155
2021
Q3 		$282K Buy
1,857
+2
+0.1% +$299 0.1% 142
2021
Q2 		$259K Sell
1,855
-754
-29% -$104K 0.09% 151
2021
Q1 		$343K Sell
2,609
-3,361
-56% -$393K 0.09% 140
2020
Q4 		$686K Buy
5,970
+25
+0.4% +$2.92K 0.25% 72
2020
Q3 		$673K Buy
5,945
+353
+6% +$39K 0.27% 59
2020
Q2 		$592K Sell
5,592
-517
-8% -$52.2K 0.29% 62
2020
Q1 		$578K Buy
+6,109
New +$701K 0.4% 47

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Symphony Financial's WM Position: Q2 2026 in Review

Symphony Financial increased its Waste Management (WM) stake by 18% in Q2 2026, buying an estimated $344K and bringing the position to 10,286 shares worth $2.3M. The position accounts for 0.25% of the portfolio, ranked #83.

Symphony Financial first reported a position in WM in Q1 2020 and has held it in 25 quarters since. 2,360 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Symphony Financial held 10,286 shares of Waste Management worth $2.3M as of Q2 2026.
  • Symphony Financial bought 1,548 Waste Management shares in Q2 2026, an estimated $344K.
  • Waste Management made up 0.25% of Symphony Financial's portfolio in Q2 2026, its #83 holding.
  • Symphony Financial first reported a position in Waste Management in Q1 2020 and has held it in 25 quarters since.
  • 2,360 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.