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Vest Financial’s Waste Management WM Stock Holding History

Vest 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 		$8.84M Buy
39,647
+639
+2% +$142K 0.09% 172
2026
Q1 		$8.96M Buy
39,008
+5,735
+17% +$1.32M 0.11% 155
2025
Q4 		$7.31M Sell
33,273
-535
-2% -$114K 0.09% 154
2025
Q3 		$7.47M Buy
33,808
+6,502
+24% +$1.46M 0.1% 148
2025
Q2 		$6.25M Buy
27,306
+7,698
+39% +$1.79M 0.09% 147
2025
Q1 		$4.54M Buy
19,608
+8,307
+74% +$1.84M 0.07% 149
2024
Q4 		$2.28M Buy
11,301
+1,797
+19% +$386K 0.04% 196
2024
Q3 		$1.97M Buy
9,504
+6,347
+201% +$1.32M 0.04% 129
2024
Q2 		$674K Buy
3,157
+759
+32% +$158K 0.02% 210
2024
Q1 		$511K Buy
+2,398
New +$471K 0.01% 215

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

Vest Financial's WM Position: Q2 2026 in Review

Vest Financial increased its Waste Management (WM) stake by 1.6% in Q2 2026, buying an estimated $142K and bringing the position to 39,647 shares worth $8.84M. The position accounts for 0.09% of the portfolio, ranked #172.

Vest Financial first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.96M in Q1 2026. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Vest Financial held 39,647 shares of Waste Management worth $8.84M as of Q2 2026.
  • Vest Financial bought 639 Waste Management shares in Q2 2026, an estimated $142K.
  • Waste Management made up 0.09% of Vest Financial's portfolio in Q2 2026, its #172 holding.
  • Vest Financial first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • Vest Financial's Waste Management position peaked at $8.96M in Q1 2026.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.