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

Activest 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 		$113K Buy
506
+70
+16% +$15.6K 0.02% 174
2026
Q1 		$100K Sell
436
-88
-17% -$20.2K 0.02% 235
2025
Q4 		$115K Sell
524
-79
-13% -$16.8K 0.02% 206
2025
Q3 		$133K Buy
603
+261
+76% +$58.8K 0.03% 159
2025
Q2 		$78.3K Sell
342
-22
-6% -$5.1K 0.02% 157
2025
Q1 		$84.4K Buy
364
+239
+191% +$52.9K 0.02% 146
2024
Q4 		$25.2K Buy
125
+2
+2% +$430 0.01% 229
2024
Q3 		$25.6K Buy
123
+120
+4,000% +$25K 0.01% 226
2024
Q2 		$640 Hold
3
– – ﹤0.01% 451
2024
Q1 		$639 Hold
3
– – ﹤0.01% 339
2023
Q4 		$537 Hold
3
– – ﹤0.01% 301
2023
Q3 		$457 Sell
3
-78
-96% -$12.6K ﹤0.01% 316
2023
Q2 		$12.7K Buy
81
+78
+2,600% +$12.9K 0.01% 150
2023
Q1 		$485 Sell
3
-12
-80% -$1.84K ﹤0.01% 298
2022
Q4 		$2.35K Hold
15
– – ﹤0.01% 398
2022
Q3 		$2K Buy
15
+12
+400% +$1.98K ﹤0.01% 401
2022
Q2 		$0 Hold
3
– – ﹤0.01% 402
2022
Q1 		$0 Hold
3
– – ﹤0.01% 384
2021
Q4 		$1K Hold
3
– – ﹤0.01% 317
2021
Q3 		$1K Hold
3
– – ﹤0.01% 374
2021
Q2 		$1K Hold
3
– – ﹤0.01% 329
2021
Q1 		$1K Buy
+3
New +$351 ﹤0.01% 296

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

Activest Wealth Management increased its Waste Management (WM) stake by 16% in Q2 2026, buying an estimated $15.6K and bringing the position to 506 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #174.

Activest Wealth Management first reported a position in WM in Q1 2021 and has held it in 22 quarters since. The position peaked at $133K in Q3 2025. 971 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Activest Wealth Management held 506 shares of Waste Management worth $113K as of Q2 2026.
  • Activest Wealth Management bought 70 Waste Management shares in Q2 2026, an estimated $15.6K.
  • Waste Management made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Activest Wealth Management first reported a position in Waste Management in Q1 2021 and has held it in 22 quarters since.
  • Activest Wealth Management's Waste Management position peaked at $133K in Q3 2025.
  • 971 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.