Vision Financial Markets’s Waste Management WM Stock Holding History

Vision Financial Markets’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	$1.23M	Hold	5,504	–	–	1.07%	17
2026 Q1	$1.26M	Sell	5,504 -300	-5%	-$68.9K	1.23%	16
2025 Q4	$1.28M	Sell	5,804 -390	-6%	-$83.1K	1.3%	15
2025 Q3	$1.37M	Sell	6,194 -200	-3%	-$45K	1.17%	18
2025 Q2	$1.46M	Hold	6,394	–	–	1.38%	19
2025 Q1	$1.48M	Hold	6,394	–	–	1.61%	13
2024 Q4	$1.29M	Buy	+6,394	New	+$1.37M	1.38%	16

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Vision Financial Markets's WM Position: Q2 2026 in Review

Vision Financial Markets held its Waste Management (WM) position steady in Q2 2026 at 5,504 shares worth $1.23M. The position accounts for 1.07% of the portfolio, ranked #17.

Vision Financial Markets first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q1 2025. 900 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Vision Financial Markets held 5,504 shares of Waste Management worth $1.23M as of Q2 2026.
Vision Financial Markets left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 1.07% of Vision Financial Markets's portfolio in Q2 2026, its #17 holding.
Vision Financial Markets first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Waste Management position peaked at $1.48M in Q1 2025.
900 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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