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TFC Financial Management’s Waste Management WM Stock Holding History

TFC Financial 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 		$315K Buy
1,414
+5
+0.4% +$1.11K 0.03% 112
2026
Q1 		$324K Hold
1,409
– – 0.04% 101
2025
Q4 		$310K Hold
1,409
– – 0.04% 103
2025
Q3 		$311K Sell
1,409
-34
-2% -$7.66K 0.04% 98
2025
Q2 		$330K Hold
1,443
– – 0.05% 94
2025
Q1 		$334K Buy
1,443
+165
+13% +$36.5K 0.05% 88
2024
Q4 		$258K Sell
1,278
-121
-9% -$26K 0.04% 111
2024
Q3 		$290K Buy
1,399
+266
+23% +$55.5K 0.05% 107
2024
Q2 		$242K Hold
1,133
– – 0.04% 109
2024
Q1 		$242K Sell
1,133
-17
-1% -$3.34K 0.04% 102
2023
Q4 		$206K Sell
1,150
-3
-0.3% -$503 0.04% 114
2023
Q3 		$176K Buy
1,153
+36
+3% +$5.83K 0.04% 118
2023
Q2 		$194K Buy
1,117
+5
+0.4% +$827 0.05% 113
2023
Q1 		$181K Buy
1,112
+6
+0.5% +$919 0.05% 114
2022
Q4 		$174K Buy
1,106
+457
+70% +$73.5K 0.05% 101
2022
Q3 		$104K Hold
649
– – 0.03% 140
2022
Q2 		$99K Hold
649
– – 0.03% 156
2022
Q1 		$103K Buy
649
+150
+30% +$22.7K 0.03% 157
2021
Q4 		$83K Buy
499
+90
+22% +$14.5K 0.03% 180
2021
Q3 		$61K Hold
409
– – 0.02% 198
2021
Q2 		$57K Hold
409
– – 0.02% 196
2021
Q1 		$53K Hold
409
– – 0.02% 190
2020
Q4 		$48K Hold
409
– – 0.02% 195
2020
Q3 		$46K Buy
+409
New +$45.2K 0.02% 182

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TFC Financial Management's WM Position: Q2 2026 in Review

TFC Financial Management increased its Waste Management (WM) stake by 0.35% in Q2 2026, buying an estimated $1.11K and bringing the position to 1,414 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #112.

TFC Financial Management first reported a position in WM in Q3 2020 and has held it in 24 quarters since. The position peaked at $334K in Q1 2025. 1,152 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • TFC Financial Management held 1,414 shares of Waste Management worth $315K as of Q2 2026.
  • TFC Financial Management bought 5 Waste Management shares in Q2 2026, an estimated $1.11K.
  • Waste Management made up 0.03% of TFC Financial Management's portfolio in Q2 2026, its #112 holding.
  • TFC Financial Management first reported a position in Waste Management in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Waste Management position peaked at $334K in Q1 2025.
  • 1,152 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.