Stonebridge Financial Group, LLC/CA’s Waste Management WM Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$4.44M	Buy	+19,924	New	+$4.43M	0.61%	38

Other funds holding WM

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

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's WM Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Waste Management (WM) in Q2 2026: 19,924 shares worth $4.44M. The stake represents 0.61% of the portfolio and ranks #38 among its holdings.

2,015 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 19,924 shares of Waste Management worth $4.44M as of Q2 2026.
Waste Management was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Waste Management made up 0.61% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #38 holding.
2,015 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.