Alchemi Wealth’s Waste Management WM Stock Holding History

Alchemi Wealth’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	–	Sell	-1,074	Closed	-$247K	–	175
2026 Q1	$247K	Buy	1,074 +48	+5%	+$11K	0.14%	136
2025 Q4	$226K	Buy	+1,026	New	+$219K	0.12%	142

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

Alchemi Wealth's WM Position: Q2 2026 in Review

Alchemi Wealth sold out of Waste Management (WM) in Q2 2026, closing a stake of 1,074 shares — an estimated $247K sold.

Alchemi Wealth first reported a position in WM in Q4 2025 and held it in 2 quarters. The position peaked at $247K in Q1 2026. 2,361 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Alchemi Wealth reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
Alchemi Wealth sold 1,074 Waste Management shares in Q2 2026, an estimated $247K.
Alchemi Wealth first reported a position in Waste Management in Q4 2025 and held it in 2 quarters.
Alchemi Wealth's Waste Management position peaked at $247K in Q1 2026.
2,361 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.