Aberdeen Wealth Management’s Waste Management WM Stock Holding History

Aberdeen Wealth Management’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	$782K	Sell	3,510 -290	-8%	-$64.5K	0.38%	47
2026 Q1	$873K	Hold	3,800	–	–	0.4%	48
2025 Q4	$835K	Sell	3,800 -175	-4%	-$37.3K	0.39%	55
2025 Q3	$878K	Hold	3,975	–	–	0.55%	51
2025 Q2	$910K	Hold	3,975	–	–	0.6%	44
2025 Q1	$920K	Hold	3,975	–	–	0.63%	43
2024 Q4	$802K	Sell	3,975 -155	-4%	-$33.3K	0.55%	48
2024 Q3	$857K	Buy	4,130 +45	+1%	+$9.39K	0.56%	49
2024 Q2	$871K	Hold	4,085	–	–	0.59%	42
2024 Q1	$871K	Hold	4,085	–	–	0.51%	49
2023 Q4	$732K	Hold	4,085	–	–	0.53%	53
2023 Q3	$623K	Hold	4,085	–	–	0.47%	59
2023 Q2	$708K	Buy	4,085 +60	+1%	+$9.92K	0.51%	57
2023 Q1	$657K	Hold	4,025	–	–	0.49%	60
2022 Q4	$631K	Hold	4,025	–	–	0.48%	59
2022 Q3	$645K	Hold	4,025	–	–	0.57%	50
2022 Q2	$616K	Sell	4,025 -225	-5%	-$35.2K	0.49%	58
2022 Q1	$674K	Hold	4,250	–	–	0.46%	63
2021 Q4	$709K	Sell	4,250 -30	-0.7%	-$4.82K	0.46%	63
2021 Q3	$639K	Sell	4,280 -375	-8%	-$56.1K	0.62%	56
2021 Q2	$652K	Hold	4,655	–	–	0.6%	55
2021 Q1	$601K	Sell	4,655 -84	-2%	-$9.82K	0.48%	59
2020 Q4	$559K	Buy	4,739 +84	+2%	+$9.79K	0.42%	65
2020 Q3	$527K	Sell	4,655 -151	-3%	-$16.7K	0.5%	58
2020 Q2	$509K	Buy	4,806 +26	+0.5%	+$2.63K	0.55%	61
2020 Q1	$442K	Hold	4,780	–	–	0.54%	59
2019 Q4	$545K	Buy	+4,780	New	+$540K	0.41%	61

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

Aberdeen Wealth Management's WM Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its Waste Management (WM) stake by 7.6% in Q2 2026, selling an estimated $64.5K and leaving 3,510 shares worth $782K. The position accounts for 0.38% of the portfolio, ranked #47.

Aberdeen Wealth Management first reported a position in WM in Q4 2019 and has held it in 27 quarters since. The position peaked at $920K in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Aberdeen Wealth Management held 3,510 shares of Waste Management worth $782K as of Q2 2026.
Aberdeen Wealth Management sold 290 Waste Management shares in Q2 2026, an estimated $64.5K.
Waste Management made up 0.38% of Aberdeen Wealth Management's portfolio in Q2 2026, its #47 holding.
Aberdeen Wealth Management first reported a position in Waste Management in Q4 2019 and has held it in 27 quarters since.
Aberdeen Wealth Management's Waste Management position peaked at $920K in Q1 2025.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.