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Synergy Investment Management’s Waste Management WM Stock Holding History

Synergy Investment Management’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 		$52.7K Buy
232
+68
+41% +$15.1K 0.01% 375
2026
Q1 		$37.7K Buy
+164
New +$37.7K 0.01% 320
2025
Q2 		– Sell
-18
Closed -$4.17K – 573
2025
Q1 		$4.17K Hold
18
– – ﹤0.01% 476
2024
Q4 		$3.63K Buy
+18
New +$3.87K ﹤0.01% 502

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 $3.38T AUM 44.17% 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

Synergy Investment Management's WM Position: Q2 2026 in Review

Synergy Investment Management increased its Waste Management (WM) stake by 41% in Q2 2026, buying an estimated $15.1K and bringing the position to 232 shares worth $52.7K. The position accounts for 0.01% of the portfolio, ranked #375.

Synergy Investment Management first reported a position in WM in Q4 2024 and has held it in 4 quarters since. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Synergy Investment Management held 232 shares of Waste Management worth $52.7K as of Q2 2026.
  • Synergy Investment Management bought 68 Waste Management shares in Q2 2026, an estimated $15.1K.
  • Waste Management made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #375 holding.
  • Synergy Investment Management first reported a position in Waste Management in Q4 2024 and has held it in 4 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.