Wetzel Investment Advisors’s Waste Management WM Stock Holding History

Wetzel Investment 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	$300K	Hold	1,348	–	–	0.1%	105
2026 Q1	$310K	Sell	1,348 -276	-17%	-$63.4K	0.12%	95
2025 Q4	$357K	Buy	1,624 +13	+0.8%	+$2.77K	0.14%	88
2025 Q3	$356K	Hold	1,611	–	–	0.15%	80
2025 Q2	$369K	Sell	1,611 -56	-3%	-$13K	0.17%	80
2025 Q1	$386K	Hold	1,667	–	–	0.19%	78
2024 Q4	$336K	Buy	1,667 +59	+4%	+$12.7K	0.17%	85
2024 Q3	$334K	Buy	1,608 +210	+15%	+$43.8K	0.17%	89
2024 Q2	$298K	Sell	1,398 -176	-11%	-$36.6K	0.17%	91
2024 Q1	$323K	Sell	1,574 -5	-0.3%	-$983	0.19%	81
2023 Q4	$283K	Buy	+1,579	New	+$265K	0.17%	87

Other funds holding WM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Wetzel Investment Advisors's WM Position: Q2 2026 in Review

Wetzel Investment Advisors held its Waste Management (WM) position steady in Q2 2026 at 1,348 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #105.

Wetzel Investment Advisors first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $386K in Q1 2025. 809 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Wetzel Investment Advisors held 1,348 shares of Waste Management worth $300K as of Q2 2026.
Wetzel Investment Advisors left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.1% of Wetzel Investment Advisors's portfolio in Q2 2026, its #105 holding.
Wetzel Investment Advisors first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Waste Management position peaked at $386K in Q1 2025.
809 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.