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 Q3	$928K	Sell	4,552 -1,266	-22%	-$284K	0.35%	53
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 $33.8B AUM 31.08% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 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

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

WD Rutherford's WM Position: Q3 2026 in Review

WD Rutherford reduced its Waste Management (WM) stake by 22% in Q3 2026, selling an estimated $284K and leaving 4,552 shares worth $928K. The position accounts for 0.35% of the portfolio, ranked #53.

WD Rutherford first reported a position in WM in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.43M in Q2 2025. 1,070 funds tracked by Wall St. Rank hold WM as of Q3 2026.

WD Rutherford held 4,552 shares of Waste Management worth $928K as of Q3 2026.
WD Rutherford sold 1,266 Waste Management shares in Q3 2026, an estimated $284K.
Waste Management made up 0.35% of WD Rutherford's portfolio in Q3 2026, its #53 holding.
WD Rutherford first reported a position in Waste Management in Q4 2020 and has held it in 18 quarters since.
WD Rutherford's Waste Management position peaked at $1.43M in Q2 2025.
1,070 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.