West Branch Capital’s Waste Management WM Stock Holding History

West Branch Capital’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	$156K	Buy	701 +630	+887%	+$140K	0.04%	92
2026 Q1	$16.3K	Sell	71 -49	-41%	-$11.3K	﹤0.01%	194
2025 Q4	$26.4K	Hold	120	–	–	0.01%	173
2025 Q3	$26.5K	Hold	120	–	–	0.01%	185
2025 Q2	$27.5K	Hold	120	–	–	0.01%	186
2025 Q1	$27.8K	Buy	120 +49	+69%	+$10.9K	0.01%	190
2024 Q4	$14.3K	Hold	71	–	–	﹤0.01%	242
2024 Q3	$14.7K	Buy	71 +1	+1%	+$209	0.01%	243
2024 Q2	$14.9K	Hold	70	–	–	0.01%	243
2024 Q1	$14.9K	Hold	70	–	–	0.01%	248
2023 Q4	$12.5K	Sell	70 -40	-36%	-$6.71K	0.01%	262
2023 Q3	$16.8K	Hold	110	–	–	0.01%	238
2023 Q2	$19.1K	Hold	110	–	–	0.01%	232
2023 Q1	$17.9K	Sell	110 -300	-73%	-$45.9K	0.01%	240
2022 Q4	$64.3K	Hold	410	–	–	0.04%	146
2022 Q3	$66K	Hold	410	–	–	0.04%	149
2022 Q2	$63K	Hold	410	–	–	0.04%	159
2022 Q1	$65K	Hold	410	–	–	0.03%	167
2021 Q4	$68K	Hold	410	–	–	0.03%	180
2021 Q3	$61K	Hold	410	–	–	0.03%	176
2021 Q2	$57K	Buy	+410	New	+$56.7K	0.03%	187

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

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

West Branch Capital's WM Position: Q2 2026 in Review

West Branch Capital increased its Waste Management (WM) stake by 887% in Q2 2026, buying an estimated $140K and bringing the position to 701 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #92.

West Branch Capital first reported a position in WM in Q2 2021 and has held it in 21 quarters since. 543 funds tracked by Wall St. Rank hold WM as of Q2 2026.

West Branch Capital held 701 shares of Waste Management worth $156K as of Q2 2026.
West Branch Capital bought 630 Waste Management shares in Q2 2026, an estimated $140K.
Waste Management made up 0.04% of West Branch Capital's portfolio in Q2 2026, its #92 holding.
West Branch Capital first reported a position in Waste Management in Q2 2021 and has held it in 21 quarters since.
543 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.