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Woodmont Investment Counsel’s Waste Management WM Stock Holding History

Woodmont Investment Counsel’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 		$2.83M Sell
12,683
-101
-0.8% -$22.5K 0.15% 93
2026
Q1 		$2.94M Sell
12,784
-93
-0.7% -$21.4K 0.18% 85
2025
Q4 		$2.83M Sell
12,877
-204
-2% -$43.5K 0.18% 85
2025
Q3 		$2.89M Sell
13,081
-6
-0% -$1.35K 0.19% 82
2025
Q2 		$2.99M Sell
13,087
-629
-5% -$146K 0.2% 85
2025
Q1 		$3.18M Sell
13,716
-1,129
-8% -$250K 0.23% 77
2024
Q4 		$3M Sell
14,845
-594
-4% -$128K 0.22% 75
2024
Q3 		$3.21M Sell
15,439
-320
-2% -$66.8K 0.24% 76
2024
Q2 		$3.36M Sell
15,759
-160
-1% -$33.3K 0.27% 70
2024
Q1 		$3.39M Sell
15,919
-90
-0.6% -$17.7K 0.29% 67
2023
Q4 		$2.87M Sell
16,009
-241
-1% -$40.4K 0.27% 74
2023
Q3 		$2.48M Sell
16,250
-1,231
-7% -$199K 0.26% 79
2023
Q2 		$3.03M Sell
17,481
-243
-1% -$40.2K 0.31% 68
2023
Q1 		$2.89M Sell
17,724
-480
-3% -$73.5K 0.31% 71
2022
Q4 		$2.86M Sell
18,204
-244
-1% -$39.3K 0.32% 72
2022
Q3 		$2.96M Sell
18,448
-90
-0.5% -$14.9K 0.37% 70
2022
Q2 		$2.84M Buy
18,538
+30
+0.2% +$4.7K 0.35% 71
2022
Q1 		$2.93M Sell
18,508
-989
-5% -$150K 0.34% 74
2021
Q4 		$3.25M Sell
19,497
-13
-0.1% -$2.09K 0.42% 61
2021
Q3 		$2.91M Sell
19,510
-320
-2% -$47.9K 0.42% 59
2021
Q2 		$2.78M Sell
19,830
-700
-3% -$96.8K 0.44% 56
2021
Q1 		$2.65M Sell
20,530
-15
-0.1% -$1.75K 0.45% 56
2020
Q4 		$2.42M Sell
20,545
-107
-0.5% -$12.5K 0.45% 58
2020
Q3 		$2.34M Sell
20,652
-96
-0.5% -$10.6K 0.5% 53
2020
Q2 		$2.2M Buy
20,748
+228
+1% +$23K 0.53% 53
2020
Q1 		$1.9M Sell
20,520
-1,136
-5% -$130K 0.52% 52
2019
Q4 		$2.47M Buy
21,656
+100
+0.5% +$11.3K 0.56% 49
2019
Q3 		$2.48M Sell
21,556
-741
-3% -$86.5K 0.61% 46
2019
Q2 		$2.57M Sell
22,297
-255
-1% -$27.7K 0.64% 46
2019
Q1 		$2.34M Sell
22,552
-2,361
-9% -$230K 0.61% 48
2018
Q4 		$2.22M Sell
24,913
-1,360
-5% -$122K 0.62% 50
2018
Q3 		$2.37M Sell
26,273
-1,063
-4% -$94.3K 0.65% 46
2018
Q2 		$2.22M Sell
27,336
-565
-2% -$46.8K 0.61% 48
2018
Q1 		$2.35M Sell
27,901
-3,123
-10% -$268K 0.65% 47
2017
Q4 		$2.68M Sell
31,024
-1,100
-3% -$89.5K 0.69% 45
2017
Q3 		$2.51M Sell
32,124
-1,190
-4% -$90.4K 0.69% 46
2017
Q2 		$2.44M Sell
33,314
-2,030
-6% -$148K 0.69% 45
2017
Q1 		$2.51M Hold
35,344
– – 0.73% 46
2016
Q4 		$2.51M Sell
35,344
-1,191
-3% -$79.7K 0.72% 44
2016
Q3 		$2.33M Sell
36,535
-797
-2% -$52.1K 0.67% 49
2016
Q2 		$2.47M Sell
37,332
-1,350
-3% -$81.6K 0.74% 43
2016
Q1 		$2.28M Sell
38,682
-1,398
-3% -$77.2K 0.69% 42
2015
Q4 		$2.14M Hold
40,080
– – 0.63% 49
2015
Q3 		$2M Sell
40,080
-325
-0.8% -$16.2K 0.61% 51
2015
Q2 		$1.87M Sell
40,405
-1,330
-3% -$66.9K 0.54% 58
2015
Q1 		$2.26M Sell
41,735
-1,500
-3% -$79.8K 0.7% 48
2014
Q4 		$2.22M Sell
43,235
-1,000
-2% -$48.7K 0.68% 50
2014
Q3 		$2.1M Sell
44,235
-1,500
-3% -$68.7K 0.6% 51
2014
Q2 		$2.05M Sell
45,735
-237
-0.5% -$10.3K 0.58% 56
2014
Q1 		$1.93M Buy
45,972
+1,104
+2% +$46.3K 0.56% 56
2013
Q4 		$2.01M Buy
44,868
+100
+0.2% +$4.37K 0.6% 53
2013
Q3 		$1.85M Sell
44,768
-75
-0.2% -$3.13K 0.67% 49
2013
Q2 		$1.81M Buy
+44,843
New +$1.81M 0.6% 54

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Woodmont Investment Counsel's WM Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its Waste Management (WM) stake by 0.79% in Q2 2026, selling an estimated $22.5K and leaving 12,683 shares worth $2.83M. The position accounts for 0.15% of the portfolio, ranked #93.

Woodmont Investment Counsel first reported a position in WM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.39M in Q1 2024. 1,110 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Woodmont Investment Counsel held 12,683 shares of Waste Management worth $2.83M as of Q2 2026.
  • Woodmont Investment Counsel sold 101 Waste Management shares in Q2 2026, an estimated $22.5K.
  • Waste Management made up 0.15% of Woodmont Investment Counsel's portfolio in Q2 2026, its #93 holding.
  • Woodmont Investment Counsel first reported a position in Waste Management in Q2 2013 and has held it in 53 quarters since.
  • Woodmont Investment Counsel's Waste Management position peaked at $3.39M in Q1 2024.
  • 1,110 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.