AWM
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Accurate Wealth Management’s Waste Management WM Stock Holding History

Accurate 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 		$560K Sell
2,401
-51
-2% -$11.3K 0.05% 325
2026
Q1 		$563K Buy
2,452
+208
+9% +$47.8K 0.07% 291
2025
Q4 		$496K Sell
2,244
-245
-10% -$52.2K 0.06% 302
2025
Q3 		$543K Sell
2,489
-11,032
-82% -$2.48M 0.07% 280
2025
Q2 		$3.05M Sell
13,521
-60
-0.4% -$13.9K 0.47% 45
2025
Q1 		$3.12M Sell
13,581
-675
-5% -$149K 0.59% 39
2024
Q4 		$2.95M Sell
14,256
-233
-2% -$50K 0.57% 42
2024
Q3 		$3.1M Sell
14,489
-611
-4% -$127K 0.62% 40
2024
Q2 		$3.26M Buy
15,100
+307
+2% +$63.8K 0.78% 30
2024
Q1 		$3.06M Sell
14,793
-53
-0.4% -$10.4K 0.89% 29
2023
Q4 		$2.66M Sell
14,846
-614
-4% -$103K 0.83% 29
2023
Q3 		$2.47M Buy
+15,460
New +$2.5M 0.78% 35
2023
Q1 		– Sell
-1,129
Closed -$175K – 1466
2022
Q4 		$175K Sell
1,129
-162
-13% -$26.1K 0.06% 227
2022
Q3 		$203K Sell
1,291
-10,723
-89% -$1.77M 0.08% 179
2022
Q2 		$1.84M Buy
12,014
+1,041
+9% +$163K 1% 15
2022
Q1 		$1.74M Buy
10,973
+7,335
+202% +$1.11M 0.78% 23
2021
Q4 		$585K Buy
3,638
+57
+2% +$9.16K 0.48% 57
2021
Q3 		$557K Buy
3,581
+458
+15% +$68.5K 0.48% 56
2021
Q2 		$438K Buy
+3,123
New +$432K 0.39% 67

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

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

Accurate Wealth Management reduced its Waste Management (WM) stake by 2.1% in Q2 2026, selling an estimated $11.3K and leaving 2,401 shares worth $560K. The position accounts for 0.05% of the portfolio, ranked #325.

Accurate Wealth Management first reported a position in WM in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.26M in Q2 2024. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Accurate Wealth Management held 2,401 shares of Waste Management worth $560K as of Q2 2026.
  • Accurate Wealth Management sold 51 Waste Management shares in Q2 2026, an estimated $11.3K.
  • Waste Management made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Accurate Wealth Management first reported a position in Waste Management in Q2 2021 and has held it in 19 quarters since.
  • Accurate Wealth Management's Waste Management position peaked at $3.26M in Q2 2024.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.