Welch Group
WM icon

Welch Group’s Waste Management WM Stock Holding History

Welch Group’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 		$1.68M Sell
8,231
-2
-0% -$448 0.06% 96
2026
Q2 		$1.83M Buy
8,233
+17
+0.2% +$3.78K 0.06% 85
2026
Q1 		$1.89M Sell
8,216
-100
-1% -$23K 0.07% 86
2025
Q4 		$1.83M Buy
8,316
+35
+0.4% +$7.46K 0.07% 85
2025
Q3 		$1.83M Buy
8,281
+1,491
+22% +$336K 0.07% 83
2025
Q2 		$1.55M Buy
6,790
+2
+0% +$464 0.06% 84
2025
Q1 		$1.55M Hold
6,788
– – 0.07% 81
2024
Q4 		$1.37M Hold
6,788
– – 0.06% 86
2024
Q3 		$1.41M Hold
6,788
– – 0.06% 83
2024
Q2 		$1.45M Buy
6,788
+961
+16% +$200K 0.07% 78
2024
Q1 		$1.24M Buy
5,827
+2
+0% +$393 0.06% 76
2023
Q4 		$1.04M Sell
5,825
-100
-2% -$16.8K 0.06% 88
2023
Q3 		$903K Hold
5,925
– – 0.05% 85
2023
Q2 		$1.03M Hold
5,925
– – 0.06% 78
2023
Q1 		$967K Hold
5,925
– – 0.06% 79
2022
Q4 		$930K Sell
5,925
-112
-2% -$18K 0.05% 85
2022
Q3 		$967K Buy
6,037
+112
+2% +$18.5K 0.06% 76
2022
Q2 		$906K Buy
5,925
+100
+2% +$15.7K 0.06% 80
2022
Q1 		$923K Hold
5,825
– – 0.05% 88
2021
Q4 		$972K Sell
5,825
-125
-2% -$20.1K 0.06% 87
2021
Q3 		$889K Buy
5,950
+125
+2% +$18.7K 0.06% 85
2021
Q2 		$816K Buy
5,825
+39
+0.7% +$5.39K 0.06% 87
2021
Q1 		$747K Buy
5,786
+3,000
+108% +$351K 0.05% 86
2020
Q4 		$329K Buy
2,786
+715
+35% +$83.4K 0.03% 116
2020
Q3 		$234K Buy
+2,071
New +$229K 0.02% 130

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Welch Group's WM Position: Q3 2026 in Review

Welch Group reduced its Waste Management (WM) stake by 0.02% in Q3 2026, selling an estimated $448 and leaving 8,231 shares worth $1.68M. The position accounts for 0.06% of the portfolio, ranked #96.

Welch Group first reported a position in WM in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.89M in Q1 2026. 943 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Welch Group held 8,231 shares of Waste Management worth $1.68M as of Q3 2026.
  • Welch Group sold 2 Waste Management shares in Q3 2026, an estimated $448.
  • Waste Management made up 0.06% of Welch Group's portfolio in Q3 2026, its #96 holding.
  • Welch Group first reported a position in Waste Management in Q3 2020 and has held it in 25 quarters since.
  • Welch Group's Waste Management position peaked at $1.89M in Q1 2026.
  • 943 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.