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

Ameliora 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 		$240K Sell
1,077
-14,753
-93% -$3.28M 0.07% 101
2026
Q1 		$3.64M Sell
15,830
-644
-4% -$148K 1.16% 26
2025
Q4 		$3.62M Buy
16,474
+1,708
+12% +$364K 1.1% 27
2025
Q3 		$3.26M Buy
14,766
+180
+1% +$40.5K 1.09% 26
2025
Q2 		$3.34M Sell
14,586
-1,611
-10% -$374K 1.19% 22
2025
Q1 		$3.75M Buy
16,197
+2,180
+16% +$483K 1.41% 18
2024
Q4 		$2.83M Buy
14,017
+78
+0.6% +$16.8K 1.06% 25
2024
Q3 		$2.89M Buy
13,939
+255
+2% +$53.2K 1.21% 24
2024
Q2 		$2.92M Buy
13,684
+12,434
+995% +$2.58M 1.33% 27
2024
Q1 		$266K Hold
1,250
– – 0.12% 79
2023
Q4 		$224K Hold
1,250
– – 0.11% 72
2023
Q3 		$191K Hold
1,250
– – 0.11% 79
2023
Q2 		$217K Hold
1,250
– – 0.13% 79
2023
Q1 		$204K Hold
1,250
– – 0.12% 89
2022
Q4 		$196K Buy
1,250
+318
+34% +$51.2K 0.1% 69
2022
Q3 		$143K Buy
+932
New +$154K 0.08% 85

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

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

Ameliora Wealth Management reduced its Waste Management (WM) stake by 93% in Q2 2026, selling an estimated $3.28M and leaving 1,077 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #101.

Ameliora Wealth Management first reported a position in WM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.75M in Q1 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Ameliora Wealth Management held 1,077 shares of Waste Management worth $240K as of Q2 2026.
  • Ameliora Wealth Management sold 14,753 Waste Management shares in Q2 2026, an estimated $3.28M.
  • Waste Management made up 0.07% of Ameliora Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Ameliora Wealth Management first reported a position in Waste Management in Q3 2022 and has held it in 16 quarters since.
  • Ameliora Wealth Management's Waste Management position peaked at $3.75M in Q1 2025.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.