Action Point Financial Planning’s Waste Management WM Stock Holding History

Action Point Financial Planning’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	$147K	Buy	+667	New	+$148K	0.01%	505

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

Action Point Financial Planning's WM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Waste Management (WM) in Q2 2026: 667 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #505 among its holdings.

2,350 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Action Point Financial Planning held 667 shares of Waste Management worth $147K as of Q2 2026.
Waste Management was a new Action Point Financial Planning position in Q2 2026.
Waste Management made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #505 holding.
2,350 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.