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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
Q3 		$4.98M Sell
24,429
-165
-0.7% -$37K 0.5% 68
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

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Toth Financial Advisory's WM Position: Q3 2026 in Review

Toth Financial Advisory reduced its Waste Management (WM) stake by 0.67% in Q3 2026, selling an estimated $37K and leaving 24,429 shares worth $4.98M. The position accounts for 0.5% of the portfolio, ranked #68.

Toth Financial Advisory first reported a position in WM in Q1 2019 and has held it in 31 quarters since. The position peaked at $5.57M in Q1 2026. 74 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Toth Financial Advisory held 24,429 shares of Waste Management worth $4.98M as of Q3 2026.
  • Toth Financial Advisory sold 165 Waste Management shares in Q3 2026, an estimated $37K.
  • Waste Management made up 0.5% of Toth Financial Advisory's portfolio in Q3 2026, its #68 holding.
  • Toth Financial Advisory first reported a position in Waste Management in Q1 2019 and has held it in 31 quarters since.
  • Toth Financial Advisory's Waste Management position peaked at $5.57M in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.