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Toth Financial Advisory’s Waste Management WM Stock Holding History

Toth Financial Advisory’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 		$5.48M Buy
24,594
+344
+1% +$76.5K 0.54% 66
2026
Q1 		$5.57M Buy
24,250
+1,180
+5% +$271K 0.61% 66
2025
Q4 		$5.07M Buy
23,070
+335
+1% +$71.4K 0.55% 67
2025
Q3 		$5.02M Buy
22,735
+1,272
+6% +$286K 0.54% 65
2025
Q2 		$4.91M Buy
21,463
+2,324
+12% +$539K 0.57% 59
2025
Q1 		$4.43M Buy
19,139
+1,956
+11% +$433K 0.53% 68
2024
Q4 		$3.47M Buy
17,183
+1,758
+11% +$378K 0.41% 81
2024
Q3 		$3.2M Buy
15,425
+734
+5% +$153K 0.38% 87
2024
Q2 		$3.13M Buy
14,691
+288
+2% +$59.9K 0.4% 82
2024
Q1 		$3.07M Sell
14,403
-295
-2% -$58K 0.38% 82
2023
Q4 		$2.63M Buy
14,698
+936
+7% +$157K 0.36% 83
2023
Q3 		$2.1M Sell
13,762
-241
-2% -$39K 0.32% 85
2023
Q2 		$2.43M Buy
14,003
+742
+6% +$123K 0.35% 82
2023
Q1 		$2.16M Sell
13,261
-840
-6% -$129K 0.34% 82
2022
Q4 		$2.21M Buy
14,101
+1,746
+14% +$281K 0.36% 80
2022
Q3 		$1.98M Buy
12,355
+2,942
+31% +$486K 0.36% 80
2022
Q2 		$1.44M Buy
9,413
+2,942
+45% +$461K 0.25% 88
2022
Q1 		$1.03M Buy
6,471
+387
+6% +$58.7K 0.15% 114
2021
Q4 		$1.01M Buy
6,084
+791
+15% +$127K 0.14% 122
2021
Q3 		$791K Sell
5,293
-133
-2% -$19.9K 0.12% 127
2021
Q2 		$760K Sell
5,426
-135
-2% -$18.7K 0.12% 129
2021
Q1 		$717K Buy
5,561
+3,491
+169% +$408K 0.11% 134
2020
Q4 		$244K Buy
2,070
+470
+29% +$54.8K 0.04% 181
2020
Q3 		$181K Buy
1,600
+955
+148% +$106K 0.03% 186
2020
Q2 		$68K Buy
645
+380
+143% +$38.4K 0.01% 207
2020
Q1 		$25K Buy
265
+105
+66% +$12K 0.01% 220
2019
Q4 		$18K Buy
160
+100
+167% +$11.3K ﹤0.01% 268
2019
Q3 		$7K Hold
60
– – ﹤0.01% 344
2019
Q2 		$7K Hold
60
– – ﹤0.01% 348
2019
Q1 		$6K Buy
+60
New +$5.86K ﹤0.01% 342

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

Toth Financial Advisory's WM Position: Q2 2026 in Review

Toth Financial Advisory increased its Waste Management (WM) stake by 1.4% in Q2 2026, buying an estimated $76.5K and bringing the position to 24,594 shares worth $5.48M. The position accounts for 0.54% of the portfolio, ranked #66.

Toth Financial Advisory first reported a position in WM in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.57M in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Toth Financial Advisory held 24,594 shares of Waste Management worth $5.48M as of Q2 2026.
  • Toth Financial Advisory bought 344 Waste Management shares in Q2 2026, an estimated $76.5K.
  • Waste Management made up 0.54% of Toth Financial Advisory's portfolio in Q2 2026, its #66 holding.
  • Toth Financial Advisory first reported a position in Waste Management in Q1 2019 and has held it in 30 quarters since.
  • Toth Financial Advisory's Waste Management position peaked at $5.57M in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.