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Adapt Wealth Advisors’s Waste Management WM Stock Holding History

Adapt 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 		$1.38M Sell
6,180
-4,385
-42% -$975K 0.45% 40
2026
Q1 		$2.43M Sell
10,565
-48
-0.5% -$11K 0.88% 25
2025
Q4 		$2.33M Buy
10,613
+48
+0.5% +$10.2K 0.8% 28
2025
Q3 		$2.33M Buy
10,565
+5
+0% +$1.13K 0.86% 26
2025
Q2 		$2.42M Hold
10,560
– – 1.08% 22
2025
Q1 		$2.44M Hold
10,560
– – 1.19% 22
2024
Q4 		$2.13M Sell
10,560
-2,204
-17% -$473K 1.05% 24
2024
Q3 		$2.65M Buy
12,764
+1
+0% +$209 1.42% 22
2024
Q2 		$2.72M Hold
12,763
– – 1.71% 19
2024
Q1 		$2.72M Buy
+12,763
New +$2.51M 1.94% 19

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

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

Adapt Wealth Advisors reduced its Waste Management (WM) stake by 42% in Q2 2026, selling an estimated $975K and leaving 6,180 shares worth $1.38M. The position accounts for 0.45% of the portfolio, ranked #40.

Adapt Wealth Advisors first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.72M in Q2 2024. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Adapt Wealth Advisors held 6,180 shares of Waste Management worth $1.38M as of Q2 2026.
  • Adapt Wealth Advisors sold 4,385 Waste Management shares in Q2 2026, an estimated $975K.
  • Waste Management made up 0.45% of Adapt Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Adapt Wealth Advisors first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • Adapt Wealth Advisors's Waste Management position peaked at $2.72M in Q2 2024.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.