Waters Parkerson & Co’s Waste Management WM Stock Holding History

Waters Parkerson & Co’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	$33.1M	Buy	162,284 +9,448	+6%	+$2.12M	1.59%	21
2026 Q2	$34.1M	Sell	152,836 -610	-0.4%	-$136K	1.68%	19
2026 Q1	$35.3M	Buy	153,446 +5,978	+4%	+$1.37M	1.81%	18
2025 Q4	$32.4M	Buy	147,468 +35,532	+32%	+$7.57M	1.59%	19
2025 Q3	$24.7M	Buy	111,936 +16,100	+17%	+$3.63M	1.21%	31
2025 Q2	$21.9M	Buy	95,836 +46,427	+94%	+$10.8M	1.09%	34
2025 Q1	$11.4M	Buy	+49,409	New	+$10.9M	0.61%	45

Other funds holding WM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Waters Parkerson & Co's WM Position: Q3 2026 in Review

Waters Parkerson & Co increased its Waste Management (WM) stake by 6.2% in Q3 2026, buying an estimated $2.12M and bringing the position to 162,284 shares worth $33.1M. The position accounts for 1.59% of the portfolio, ranked #21.

Waters Parkerson & Co first reported a position in WM in Q1 2025 and has held it in 7 quarters since. The position peaked at $35.3M in Q1 2026. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Waters Parkerson & Co held 162,284 shares of Waste Management worth $33.1M as of Q3 2026.
Waters Parkerson & Co bought 9,448 Waste Management shares in Q3 2026, an estimated $2.12M.
Waste Management made up 1.59% of Waters Parkerson & Co's portfolio in Q3 2026, its #21 holding.
Waters Parkerson & Co first reported a position in Waste Management in Q1 2025 and has held it in 7 quarters since.
Waters Parkerson & Co's Waste Management position peaked at $35.3M in Q1 2026.
1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Waters Parkerson & Co's 13F filing for Q3 2026, filed 4 Nov 2026.