WD Rutherford’s Waste Management WM Stock Holding History

WD Rutherford’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	$1.3M	Sell	5,818 -343	-6%	-$76.3K	0.47%	50
2026 Q1	$1.42M	Buy	6,161 +62	+1%	+$14.2K	0.63%	51
2025 Q4	$1.34M	Sell	6,099 -225	-4%	-$48K	0.56%	51
2025 Q3	$1.4M	Buy	6,324 +76	+1%	+$17.1K	0.59%	49
2025 Q2	$1.43M	Buy	6,248 +147	+2%	+$34.1K	0.66%	48
2025 Q1	$1.41M	Buy	+6,101	New	+$1.35M	0.75%	45
2024 Q3	–	Sell	-288	Closed	-$61.4K	–	99
2024 Q2	$61.4K	Hold	288	–	–	0.03%	88
2024 Q1	$61.4K	Buy	+288	New	+$56.6K	0.03%	86
2023 Q1	–	Sell	-293	Closed	-$46K	–	125
2022 Q4	$46K	Hold	293	–	–	0.04%	97
2022 Q3	$47K	Hold	293	–	–	0.04%	98
2022 Q2	$45K	Hold	293	–	–	0.03%	90
2022 Q1	$46K	Hold	293	–	–	0.03%	106
2021 Q4	$49K	Hold	293	–	–	0.02%	107
2021 Q3	$44K	Hold	293	–	–	0.02%	110
2021 Q2	$41K	Hold	293	–	–	0.02%	107
2021 Q1	$38K	Hold	293	–	–	0.02%	106
2020 Q4	$35K	Buy	+293	New	+$34.2K	0.02%	100

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WD Rutherford's WM Position: Q2 2026 in Review

WD Rutherford reduced its Waste Management (WM) stake by 5.6% in Q2 2026, selling an estimated $76.3K and leaving 5,818 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #50.

WD Rutherford first reported a position in WM in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.43M in Q2 2025. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

WD Rutherford held 5,818 shares of Waste Management worth $1.3M as of Q2 2026.
WD Rutherford sold 343 Waste Management shares in Q2 2026, an estimated $76.3K.
Waste Management made up 0.47% of WD Rutherford's portfolio in Q2 2026, its #50 holding.
WD Rutherford first reported a position in Waste Management in Q4 2020 and has held it in 17 quarters since.
WD Rutherford's Waste Management position peaked at $1.43M in Q2 2025.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.