WG
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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
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 $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Welch Group's WM Position: Q2 2026 in Review

Welch Group increased its Waste Management (WM) stake by 0.21% in Q2 2026, buying an estimated $3.78K and bringing the position to 8,233 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #85.

Welch Group first reported a position in WM in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.89M in Q1 2026. 971 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Welch Group held 8,233 shares of Waste Management worth $1.83M as of Q2 2026.
  • Welch Group bought 17 Waste Management shares in Q2 2026, an estimated $3.78K.
  • Waste Management made up 0.06% of Welch Group's portfolio in Q2 2026, its #85 holding.
  • Welch Group first reported a position in Waste Management in Q3 2020 and has held it in 24 quarters since.
  • Welch Group's Waste Management position peaked at $1.89M in Q1 2026.
  • 971 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.