Winch Advisory Services’s Waste Management WM Stock Holding History

Winch Advisory Services’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	$241K	Buy	1,082 +2	+0.2%	+$445	0.05%	103
2026 Q1	$248K	Buy	1,080 +2	+0.2%	+$460	0.06%	94
2025 Q4	$237K	Buy	1,078 +1	+0.1%	+$213	0.05%	94
2025 Q3	$238K	Sell	1,077 -48	-4%	-$10.8K	0.05%	92
2025 Q2	$257K	Buy	1,125 +2	+0.2%	+$464	0.06%	87
2025 Q1	$260K	Sell	1,123 -30	-3%	-$6.64K	0.07%	82
2024 Q4	$233K	Buy	1,153 +2	+0.2%	+$430	0.06%	83
2024 Q3	$239K	Buy	1,151 +47	+4%	+$9.8K	0.07%	82
2024 Q2	$236K	Buy	1,104 +1	+0.1%	+$208	0.07%	82
2024 Q1	$235K	Buy	1,103 +2	+0.2%	+$393	0.07%	76
2023 Q4	$197K	Buy	1,101 +1	+0.1%	+$168	0.07%	79
2023 Q3	$168K	Buy	1,100 +2	+0.2%	+$324	0.06%	81
2023 Q2	$190K	Buy	1,098 +167	+18%	+$27.6K	0.07%	77
2023 Q1	$152K	Hold	931	–	–	0.06%	85
2022 Q4	$146K	Buy	931 +126	+16%	+$20.3K	0.06%	87
2022 Q3	$129K	Sell	805 -8	-1%	-$1.32K	0.06%	82
2022 Q2	$124K	Buy	813 +4	+0.5%	+$627	0.05%	86
2022 Q1	$128K	Sell	809 -1	-0.1%	-$152	0.04%	88
2021 Q4	$135K	Hold	810	–	–	0.04%	85
2021 Q3	$121K	Buy	810 +1	+0.1%	+$150	0.04%	83
2021 Q2	$113K	Buy	809 +3	+0.4%	+$415	0.04%	81
2021 Q1	$104K	Buy	806 +4	+0.5%	+$468	0.04%	80
2020 Q4	$95K	Buy	802 +3	+0.4%	+$350	0.04%	75
2020 Q3	$90K	Buy	799 +4	+0.5%	+$442	0.04%	69
2020 Q2	$84K	Buy	795 +4	+0.5%	+$404	0.04%	70
2020 Q1	$73K	Buy	791 +5	+0.6%	+$574	0.04%	70
2019 Q4	$90K	Buy	786 +3	+0.4%	+$339	0.04%	83
2019 Q3	$90K	Buy	783 +4	+0.5%	+$467	0.05%	81
2019 Q2	$90K	Buy	779 +3	+0.4%	+$326	0.05%	84
2019 Q1	$81K	Buy	776 +4	+0.5%	+$390	0.04%	92
2018 Q4	$69K	Buy	772 +114	+17%	+$10.2K	0.04%	86
2018 Q3	$59K	Buy	658 +3	+0.5%	+$266	0.03%	97
2018 Q2	$53K	Buy	655 +4	+0.6%	+$331	0.03%	109
2018 Q1	$55K	Buy	651 +4	+0.6%	+$343	0.03%	106
2017 Q4	$56K	Buy	647 +3	+0.5%	+$244	0.03%	95
2017 Q3	$50K	Buy	644 +3	+0.5%	+$228	0.03%	92
2017 Q2	$47K	Buy	641 +4	+0.6%	+$291	0.03%	111
2017 Q1	$46K	Buy	637 +4	+0.6%	+$285	0.03%	113
2016 Q4	$45K	Buy	633 +3	+0.5%	+$201	0.03%	98
2016 Q3	$40K	Buy	630 +4	+0.6%	+$262	0.03%	98
2016 Q2	$41K	Buy	626 +4	+0.6%	+$242	0.05%	86
2016 Q1	$37K	Buy	622 +5	+0.8%	+$276	0.06%	50
2015 Q4	$33K	Buy	617 +4	+0.7%	+$213	0.04%	64
2015 Q3	$31K	Buy	613 +5	+0.8%	+$249	0.05%	65
2015 Q2	$28K	Sell	608 -62	-9%	-$3.12K	0.02%	132
2015 Q1	$36K	Buy	+670	New	+$35.6K	0.02%	96
2014 Q4	–	Sell	-728	Closed	-$35K	–	177
2014 Q3	$35K	Buy	728 +5	+0.7%	+$229	0.02%	84
2014 Q2	$32K	Sell	723 -413	-36%	-$18K	0.02%	110
2014 Q1	$48K	Buy	+1,136	New	+$47.6K	0.03%	106

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Winch Advisory Services's WM Position: Q2 2026 in Review

Winch Advisory Services increased its Waste Management (WM) stake by 0.19% in Q2 2026, buying an estimated $445 and bringing the position to 1,082 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #103.

Winch Advisory Services first reported a position in WM in Q1 2014 and has held it in 49 quarters since. The position peaked at $260K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Winch Advisory Services held 1,082 shares of Waste Management worth $241K as of Q2 2026.
Winch Advisory Services bought 2 Waste Management shares in Q2 2026, an estimated $445.
Waste Management made up 0.05% of Winch Advisory Services's portfolio in Q2 2026, its #103 holding.
Winch Advisory Services first reported a position in Waste Management in Q1 2014 and has held it in 49 quarters since.
Winch Advisory Services's Waste Management position peaked at $260K in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.