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Accretive Wealth Partners’s Waste Management WM Stock Holding History

Accretive Wealth Partners’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 		$2.34M Buy
10,507
+168
+2% +$37.4K 0.57% 43
2026
Q1 		$2.38M Buy
10,339
+64
+0.6% +$14.7K 0.67% 42
2025
Q4 		$2.26M Sell
10,275
-320
-3% -$68.2K 0.67% 41
2025
Q3 		$2.34M Buy
10,595
+201
+2% +$45.3K 0.71% 41
2025
Q2 		$2.38M Buy
10,394
+106
+1% +$24.6K 0.78% 40
2025
Q1 		$2.41M Buy
10,288
+818
+9% +$181K 0.85% 38
2024
Q4 		$1.91M Sell
9,470
-83
-0.9% -$17.8K 0.81% 38
2024
Q3 		$1.98M Sell
9,553
-168
-2% -$35K 0.83% 38
2024
Q2 		$2.07M Buy
9,721
+5
+0.1% +$1.04K 0.87% 34
2024
Q1 		$2.02M Sell
9,716
-86
-0.9% -$16.9K 0.89% 32
2023
Q4 		$1.76M Sell
9,802
-62
-0.6% -$10.4K 0.84% 37
2023
Q3 		$1.5M Buy
9,864
+23
+0.2% +$3.72K 0.9% 30
2023
Q2 		$1.71M Buy
9,841
+152
+2% +$25.1K 1.01% 26
2023
Q1 		$1.58M Buy
9,689
+171
+2% +$26.2K 1.01% 26
2022
Q4 		$1.49M Buy
9,518
+102
+1% +$16.4K 1.03% 29
2022
Q3 		$1.51M Sell
9,416
-61
-0.6% -$10.1K 1.15% 24
2022
Q2 		$1.45M Buy
9,477
+95
+1% +$14.9K 1.05% 29
2022
Q1 		$1.49M Buy
9,382
+244
+3% +$37K 0.93% 31
2021
Q4 		$1.52M Buy
9,138
+168
+2% +$27K 0.97% 30
2021
Q3 		$1.34M Buy
8,970
+239
+3% +$35.8K 0.95% 30
2021
Q2 		$1.22M Buy
8,731
+958
+12% +$132K 0.88% 36
2021
Q1 		$1M Buy
7,773
+756
+11% +$88.4K 0.9% 39
2020
Q4 		$828K Buy
+7,017
New +$818K 0.82% 46

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

Accretive Wealth Partners's WM Position: Q2 2026 in Review

Accretive Wealth Partners increased its Waste Management (WM) stake by 1.6% in Q2 2026, buying an estimated $37.4K and bringing the position to 10,507 shares worth $2.34M. The position accounts for 0.57% of the portfolio, ranked #43.

Accretive Wealth Partners first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.41M in Q1 2025. 2,367 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Accretive Wealth Partners held 10,507 shares of Waste Management worth $2.34M as of Q2 2026.
  • Accretive Wealth Partners bought 168 Waste Management shares in Q2 2026, an estimated $37.4K.
  • Waste Management made up 0.57% of Accretive Wealth Partners's portfolio in Q2 2026, its #43 holding.
  • Accretive Wealth Partners first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
  • Accretive Wealth Partners's Waste Management position peaked at $2.41M in Q1 2025.
  • 2,367 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.