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CARLSON FINANCIAL, INC.’s Waste Management WM Stock Holding History

CARLSON FINANCIAL, INC.’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 		$670K Buy
3,004
+27
+0.9% +$6K 0.34% 70
2026
Q1 		$684K Sell
2,977
-12
-0.4% -$2.76K 0.4% 59
2025
Q4 		$657K Buy
+2,989
New +$637K 0.38% 57

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 $3.37T AUM 44.26% 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

CARLSON FINANCIAL, INC.'s WM Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Waste Management (WM) stake by 0.91% in Q2 2026, buying an estimated $6K and bringing the position to 3,004 shares worth $670K. The position accounts for 0.34% of the portfolio, ranked #70.

CARLSON FINANCIAL, INC. first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $684K in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 3,004 shares of Waste Management worth $670K as of Q2 2026.
  • CARLSON FINANCIAL, INC. bought 27 Waste Management shares in Q2 2026, an estimated $6K.
  • Waste Management made up 0.34% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #70 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s Waste Management position peaked at $684K in Q1 2026.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.