Websterrogers Financial Advisors’s Waste Management WM Stock Holding History

Websterrogers Financial Advisors’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	$223K	Hold	1,000	–	–	0.06%	94
2026 Q1	$230K	Hold	1,000	–	–	0.07%	84
2025 Q4	$220K	Hold	1,000	–	–	0.06%	86
2025 Q3	$221K	Hold	1,000	–	–	0.07%	84
2025 Q2	$229K	Hold	1,000	–	–	0.07%	78
2025 Q1	$232K	Hold	1,000	–	–	0.08%	74
2024 Q4	$202K	Hold	1,000	–	–	0.07%	81
2024 Q3	$208K	Sell	1,000 -18	-2%	-$3.75K	0.07%	68
2024 Q2	$217K	Buy	1,018 +18	+2%	+$3.74K	0.08%	65
2024 Q1	$213K	Buy	+1,000	New	+$197K	0.08%	73

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Websterrogers Financial Advisors's WM Position: Q2 2026 in Review

Websterrogers Financial Advisors held its Waste Management (WM) position steady in Q2 2026 at 1,000 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #94.

Websterrogers Financial Advisors first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $232K in Q1 2025. 454 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Websterrogers Financial Advisors held 1,000 shares of Waste Management worth $223K as of Q2 2026.
Websterrogers Financial Advisors left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.06% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #94 holding.
Websterrogers Financial Advisors first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
Websterrogers Financial Advisors's Waste Management position peaked at $232K in Q1 2025.
454 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.