WWM
WM icon

Waterway Wealth Management’s Waste Management WM Stock Holding History

Waterway Wealth Management’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 		$1.04M Buy
4,686
+1,849
+65% +$411K 0.21% 56
2026
Q1 		$652K Sell
2,837
-655
-19% -$151K 0.14% 65
2025
Q4 		$767K Buy
3,492
+140
+4% +$29.8K 0.17% 61
2025
Q3 		$740K Buy
3,352
+705
+27% +$159K 0.18% 57
2025
Q2 		$606K Buy
+2,647
New +$614K 0.18% 58

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
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Waterway Wealth Management's WM Position: Q2 2026 in Review

Waterway Wealth Management increased its Waste Management (WM) stake by 65% in Q2 2026, buying an estimated $411K and bringing the position to 4,686 shares worth $1.04M. The position accounts for 0.21% of the portfolio, ranked #56.

Waterway Wealth Management first reported a position in WM in Q2 2025 and has held it in 5 quarters since. 564 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Waterway Wealth Management held 4,686 shares of Waste Management worth $1.04M as of Q2 2026.
  • Waterway Wealth Management bought 1,849 Waste Management shares in Q2 2026, an estimated $411K.
  • Waste Management made up 0.21% of Waterway Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Waterway Wealth Management first reported a position in Waste Management in Q2 2025 and has held it in 5 quarters since.
  • 564 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.