RAFFA WEALTH MANAGEMENT, LLC’s Waste Management WM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$38.3K	Sell	172 -22	-11%	-$4.89K	﹤0.01%	195
2026 Q1	$44.6K	Buy	194 +3	+2%	+$689	0.01%	173
2025 Q4	$42K	Sell	191 -86	-31%	-$18.3K	0.01%	178
2025 Q3	$61.2K	Sell	277 -84	-23%	-$18.9K	0.01%	147
2025 Q2	$82.6K	Buy	361 +192	+114%	+$44.5K	0.02%	136
2025 Q1	$39.1K	Hold	169	–	–	0.01%	158
2024 Q4	$34.1K	Sell	169 -5	-3%	-$1.07K	0.01%	179
2024 Q3	$36.1K	Hold	174	–	–	0.01%	164
2024 Q2	$37.1K	Hold	174	–	–	0.01%	224
2024 Q1	$37.1K	Buy	174 +2	+1%	+$393	0.01%	212
2023 Q4	$30.8K	Hold	172	–	–	0.01%	162
2023 Q3	$26.2K	Hold	172	–	–	0.01%	170
2023 Q2	$29.8K	Hold	172	–	–	0.01%	164
2023 Q1	$28.1K	Hold	172	–	–	0.01%	186
2022 Q4	$27K	Hold	172	–	–	0.01%	183
2022 Q3	$27.6K	Hold	172	–	–	0.01%	179
2022 Q2	$26.3K	Buy	172 +4	+2%	+$627	0.01%	179
2022 Q1	$26.6K	Hold	168	–	–	0.01%	182
2021 Q4	$28K	Hold	168	–	–	0.01%	189
2021 Q3	$25.1K	Hold	168	–	–	0.01%	174
2021 Q2	$23.5K	Hold	168	–	–	0.01%	183
2021 Q1	$21.7K	Buy	168 +9	+6%	+$1.05K	0.01%	189
2020 Q4	$18.8K	Buy	159 +21	+15%	+$2.45K	0.01%	190
2020 Q3	$15.6K	Hold	138	–	–	0.01%	197
2020 Q2	$14.6K	Buy	138 +5	+4%	+$505	0.01%	196
2020 Q1	$12.3K	Buy	133 +15	+13%	+$1.72K	﹤0.01%	191
2019 Q4	$13.4K	Hold	118	–	–	﹤0.01%	214
2019 Q3	$13.6K	Buy	+118	New	+$13.8K	﹤0.01%	218
2019 Q2	–	Sell	-118	Closed	-$12.3K	–	1404
2019 Q1	$12.3K	Hold	118	–	–	0.01%	179
2018 Q4	$10.5K	Hold	118	–	–	﹤0.01%	206
2018 Q3	$10.7K	Hold	118	–	–	﹤0.01%	218
2018 Q2	$9.6K	Hold	118	–	–	﹤0.01%	208
2018 Q1	$9.93K	Buy	118 +38	+48%	+$3.26K	﹤0.01%	205
2017 Q4	$6.9K	Hold	80	–	–	﹤0.01%	207
2017 Q3	$6.26K	Hold	80	–	–	﹤0.01%	223
2017 Q2	$5.87K	Hold	80	–	–	﹤0.01%	225
2017 Q1	$5.83K	Sell	80 -9	-10%	-$642	﹤0.01%	204
2016 Q4	$6.31K	Hold	89	–	–	﹤0.01%	208
2016 Q3	$5.67K	Hold	89	–	–	﹤0.01%	214
2016 Q2	$5.9K	Hold	89	–	–	﹤0.01%	200
2016 Q1	$5.25K	Hold	89	–	–	﹤0.01%	217
2015 Q4	$4.75K	Sell	89 -8	-8%	-$425	﹤0.01%	209
2015 Q3	$4.83K	Hold	97	–	–	﹤0.01%	221
2015 Q2	$4.5K	Hold	97	–	–	﹤0.01%	211
2015 Q1	$5.26K	Hold	97	–	–	﹤0.01%	193
2014 Q4	$4.98K	Hold	97	–	–	﹤0.01%	201
2014 Q3	$4.61K	Buy	97 +17	+21%	+$779	﹤0.01%	209
2014 Q2	$3.58K	Hold	80	–	–	﹤0.01%	199
2014 Q1	$3.37K	Sell	80 -17	-18%	-$712	﹤0.01%	199
2013 Q4	$4.98K	Buy	+97	New	+$4.24K	﹤0.01%	201

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Waste Management (WM) stake by 11% in Q2 2026, selling an estimated $4.89K and leaving 172 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WM in Q4 2013 and has held it in 50 quarters since. The position peaked at $82.6K in Q2 2025. 854 funds tracked by Wall St. Rank hold WM as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 172 shares of Waste Management worth $38.3K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 22 Waste Management shares in Q2 2026, an estimated $4.89K.
Waste Management made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #195 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Waste Management in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Waste Management position peaked at $82.6K in Q2 2025.
854 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.