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Waldron Private Wealth’s Waste Management WM Stock Holding History

Waldron Private Wealth’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 		$1.85M Sell
8,317
-9
-0.1% -$2K 0.06% 105
2026
Q1 		$1.91M Buy
8,326
+194
+2% +$44.6K 0.07% 96
2025
Q4 		$1.79M Sell
8,132
-134
-2% -$28.6K 0.07% 95
2025
Q3 		$1.83M Sell
8,266
-125
-1% -$28.2K 0.07% 96
2025
Q2 		$1.92M Sell
8,391
-79
-0.9% -$18.3K 0.08% 89
2025
Q1 		$1.96M Sell
8,470
-4,351
-34% -$964K 0.09% 84
2024
Q4 		$2.59M Buy
12,821
+94
+0.7% +$20.2K 0.1% 97
2024
Q3 		$2.64M Buy
12,727
+46
+0.4% +$9.6K 0.11% 92
2024
Q2 		$2.71M Sell
12,681
-21
-0.2% -$4.37K 0.12% 87
2024
Q1 		$2.71M Sell
12,702
-21
-0.2% -$4.13K 0.12% 86
2023
Q4 		$2.28M Sell
12,723
-155
-1% -$26K 0.11% 89
2023
Q3 		$1.96M Buy
12,878
+293
+2% +$47.4K 0.1% 100
2023
Q2 		$2.18M Sell
12,585
-498
-4% -$82.3K 0.11% 95
2023
Q1 		$2.13M Buy
13,083
+186
+1% +$28.5K 0.1% 104
2022
Q4 		$2.07M Hold
12,897
– – 0.13% 102
2022
Q3 		$2.07M Buy
12,897
+509
+4% +$84K 0.13% 102
2022
Q2 		$1.9M Buy
12,388
+76
+0.6% +$11.9K 0.11% 115
2022
Q1 		$1.95M Buy
12,312
+110
+0.9% +$16.7K 0.1% 115
2021
Q4 		$2.04M Sell
12,202
-6
-0% -$965 0.1% 115
2021
Q3 		$1.82M Sell
12,208
-13
-0.1% -$1.95K 0.11% 108
2021
Q2 		$1.71M Sell
12,221
-242
-2% -$33.5K 0.11% 107
2021
Q1 		$1.61M Buy
12,463
+410
+3% +$47.9K 0.11% 101
2020
Q4 		$1.42M Sell
12,053
-29
-0.2% -$3.38K 0.11% 104
2020
Q3 		$1.37M Buy
12,082
+1
+0% +$111 0.12% 101
2020
Q2 		$1.28M Sell
12,081
-5,337
-31% -$539K 0.11% 101
2020
Q1 		$1.61M Buy
17,418
+31
+0.2% +$3.56K 0.17% 81
2019
Q4 		$1.98M Sell
17,387
-130
-0.7% -$14.7K 0.18% 74
2019
Q3 		$2.01M Buy
+17,517
New +$2.05M 0.21% 70

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Waldron Private Wealth's WM Position: Q2 2026 in Review

Waldron Private Wealth reduced its Waste Management (WM) stake by 0.11% in Q2 2026, selling an estimated $2K and leaving 8,317 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #105.

Waldron Private Wealth first reported a position in WM in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.71M in Q1 2024. 463 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Waldron Private Wealth held 8,317 shares of Waste Management worth $1.85M as of Q2 2026.
  • Waldron Private Wealth sold 9 Waste Management shares in Q2 2026, an estimated $2K.
  • Waste Management made up 0.06% of Waldron Private Wealth's portfolio in Q2 2026, its #105 holding.
  • Waldron Private Wealth first reported a position in Waste Management in Q3 2019 and has held it in 28 quarters since.
  • Waldron Private Wealth's Waste Management position peaked at $2.71M in Q1 2024.
  • 463 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.