XML Financial
WM icon

XML Financial’s Waste Management WM Stock Holding History

XML 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 		$847K Sell
3,801
-201
-5% -$44.7K 0.06% 205
2026
Q1 		$920K Buy
4,002
+118
+3% +$27.1K 0.07% 188
2025
Q4 		$853K Sell
3,884
-954
-20% -$203K 0.07% 195
2025
Q3 		$1.07M Buy
4,838
+3
+0.1% +$676 0.09% 175
2025
Q2 		$1.11M Sell
4,835
-193
-4% -$44.8K 0.1% 172
2025
Q1 		$1.16M Sell
5,028
-48
-0.9% -$10.6K 0.11% 157
2024
Q4 		$1.02M Buy
5,076
+239
+5% +$51.3K 0.09% 169
2024
Q3 		$1M Sell
4,837
-98
-2% -$20.4K 0.09% 177
2024
Q2 		$1.05M Buy
4,935
+165
+3% +$34.3K 0.11% 158
2024
Q1 		$1.02M Sell
4,770
-273
-5% -$53.6K 0.1% 165
2023
Q4 		$903K Buy
5,043
+499
+11% +$83.7K 0.1% 168
2023
Q3 		$693K Buy
4,544
+341
+8% +$55.2K 0.08% 178
2023
Q2 		$729K Buy
4,203
+203
+5% +$33.6K 0.08% 182
2023
Q1 		$653K Buy
4,000
+1
+0% +$153 0.08% 186
2022
Q4 		$627K Sell
3,999
-74
-2% -$11.9K 0.08% 191
2022
Q3 		$653K Buy
+4,073
New +$672K 0.09% 177
2022
Q2 		– Sell
-4,088
Closed -$648K – 339
2022
Q1 		$648K Sell
4,088
-507
-11% -$76.9K 0.08% 184
2021
Q4 		$767K Buy
4,595
+1
+0% +$161 0.09% 170
2021
Q3 		$686K Buy
+4,594
New +$687K 0.09% 173

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

XML Financial's WM Position: Q2 2026 in Review

XML Financial reduced its Waste Management (WM) stake by 5% in Q2 2026, selling an estimated $44.7K and leaving 3,801 shares worth $847K. The position accounts for 0.06% of the portfolio, ranked #205.

XML Financial first reported a position in WM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q1 2025. 2,379 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • XML Financial held 3,801 shares of Waste Management worth $847K as of Q2 2026.
  • XML Financial sold 201 Waste Management shares in Q2 2026, an estimated $44.7K.
  • Waste Management made up 0.06% of XML Financial's portfolio in Q2 2026, its #205 holding.
  • XML Financial first reported a position in Waste Management in Q3 2021 and has held it in 19 quarters since.
  • XML Financial's Waste Management position peaked at $1.16M in Q1 2025.
  • 2,379 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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