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

Aprio 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 		$1.92M Sell
8,620
-191
-2% -$42.5K 0.09% 152
2026
Q1 		$2.02M Buy
8,811
+2,278
+35% +$523K 0.11% 126
2025
Q4 		$1.44M Buy
6,533
+5,106
+358% +$1.09M 0.08% 152
2025
Q3 		$315K Buy
1,427
+6
+0.4% +$1.35K 0.03% 318
2025
Q2 		$325K Buy
1,421
+322
+29% +$74.7K 0.04% 265
2025
Q1 		$254K Buy
1,099
+79
+8% +$17.5K 0.03% 305
2024
Q4 		$206K Buy
1,020
+13
+1% +$2.79K 0.03% 296
2024
Q3 		$209K Buy
1,007
+5
+0.5% +$1.04K 0.03% 261
2024
Q2 		$214K Buy
1,002
+22
+2% +$4.57K 0.04% 232
2024
Q1 		$209K Buy
+980
New +$193K 0.04% 219

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

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

Aprio Wealth Management reduced its Waste Management (WM) stake by 2.2% in Q2 2026, selling an estimated $42.5K and leaving 8,620 shares worth $1.92M. The position accounts for 0.09% of the portfolio, ranked #152.

Aprio Wealth Management first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.02M in Q1 2026. 2,360 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Aprio Wealth Management held 8,620 shares of Waste Management worth $1.92M as of Q2 2026.
  • Aprio Wealth Management sold 191 Waste Management shares in Q2 2026, an estimated $42.5K.
  • Waste Management made up 0.09% of Aprio Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Aprio Wealth Management first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • Aprio Wealth Management's Waste Management position peaked at $2.02M in Q1 2026.
  • 2,360 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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