WF
WM icon

Whelan Financial’s Waste Management WM Stock Holding History

Whelan Financial’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 		$431K Sell
1,936
-49
-2% -$10.9K 0.12% 63
2026
Q1 		$456K Buy
1,985
+66
+3% +$15.2K 0.14% 56
2025
Q4 		$422K Buy
+1,919
New +$409K 0.13% 56

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Whelan Financial's WM Position: Q2 2026 in Review

Whelan Financial reduced its Waste Management (WM) stake by 2.5% in Q2 2026, selling an estimated $10.9K and leaving 1,936 shares worth $431K. The position accounts for 0.12% of the portfolio, ranked #63.

Whelan Financial first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $456K in Q1 2026. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Whelan Financial held 1,936 shares of Waste Management worth $431K as of Q2 2026.
  • Whelan Financial sold 49 Waste Management shares in Q2 2026, an estimated $10.9K.
  • Waste Management made up 0.12% of Whelan Financial's portfolio in Q2 2026, its #63 holding.
  • Whelan Financial first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Whelan Financial's Waste Management position peaked at $456K in Q1 2026.
  • 1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.