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Acumen Wealth Advisors’s Waste Management WM Stock Holding History

Acumen Wealth Advisors’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 		$275K Hold
1,235
– – 0.06% 94
2026
Q1 		$284K Hold
1,235
– – 0.08% 92
2025
Q4 		$271K Buy
+1,235
New +$263K 0.08% 61

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

Acumen Wealth Advisors's WM Position: Q2 2026 in Review

Acumen Wealth Advisors held its Waste Management (WM) position steady in Q2 2026 at 1,235 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #94.

Acumen Wealth Advisors first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $284K in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Acumen Wealth Advisors held 1,235 shares of Waste Management worth $275K as of Q2 2026.
  • Acumen Wealth Advisors left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.06% of Acumen Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Acumen Wealth Advisors first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Waste Management position peaked at $284K in Q1 2026.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.