AWA
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Amplius Wealth Advisors’s Waste Management WM Stock Holding History

Amplius 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 		$550K Buy
2,467
+842
+52% +$187K 0.04% 119
2026
Q1 		$373K Hold
1,625
– – 0.03% 131
2025
Q4 		$357K Buy
1,625
+19
+1% +$4.05K 0.03% 132
2025
Q3 		$355K Sell
1,606
-49
-3% -$11K 0.03% 132
2025
Q2 		$379K Sell
1,655
-2
-0.1% -$464 0.04% 137
2025
Q1 		$384K Buy
1,657
+8
+0.5% +$1.77K 0.04% 125
2024
Q4 		$333K Hold
1,649
– – 0.03% 129
2024
Q3 		$342K Hold
1,649
– – 0.04% 117
2024
Q2 		$352K Sell
1,649
-9
-0.5% -$1.87K 0.04% 120
2024
Q1 		$353K Buy
1,658
+4
+0.2% +$786 0.04% 115
2023
Q4 		$296K Buy
1,654
+1
+0.1% +$168 0.04% 126
2023
Q3 		$252K Sell
1,653
-93
-5% -$15K 0.03% 131
2023
Q2 		$303K Buy
1,746
+30
+2% +$4.96K 0.04% 124
2023
Q1 		$280K Buy
1,716
+56
+3% +$8.58K 0.04% 130
2022
Q4 		$260K Sell
1,660
-57
-3% -$9.17K 0.04% 129
2022
Q3 		$275K Buy
+1,717
New +$283K 0.05% 125
2022
Q1 		– Sell
-162
Closed -$27K – 920
2021
Q4 		$27K Buy
+162
New +$26K ﹤0.01% 422

Other funds holding WM

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Waste Management (WM) stake by 52% in Q2 2026, buying an estimated $187K and bringing the position to 2,467 shares worth $550K. The position accounts for 0.04% of the portfolio, ranked #119.

Amplius Wealth Advisors first reported a position in WM in Q4 2021 and has held it in 17 quarters since. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Amplius Wealth Advisors held 2,467 shares of Waste Management worth $550K as of Q2 2026.
  • Amplius Wealth Advisors bought 842 Waste Management shares in Q2 2026, an estimated $187K.
  • Waste Management made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Amplius Wealth Advisors first reported a position in Waste Management in Q4 2021 and has held it in 17 quarters since.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.