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Arkadios Wealth Advisors’s Waste Management WM Stock Holding History

Arkadios 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 		$4.15M Sell
18,626
-1,003
-5% -$223K 0.06% 307
2026
Q1 		$4.51M Sell
19,629
-937
-5% -$215K 0.07% 280
2025
Q4 		$4.52M Buy
20,566
+10,256
+99% +$2.19M 0.09% 246
2025
Q3 		$2.28M Buy
10,310
+2,313
+29% +$521K 0.05% 363
2025
Q2 		$1.83M Buy
7,997
+579
+8% +$134K 0.05% 373
2025
Q1 		$1.72M Buy
7,418
+298
+4% +$66K 0.06% 323
2024
Q4 		$1.44M Sell
7,120
-722
-9% -$155K 0.08% 249
2024
Q3 		$1.63M Buy
7,842
+1,360
+21% +$284K 0.09% 219
2024
Q2 		$1.38M Buy
6,482
+234
+4% +$48.6K 0.09% 221
2024
Q1 		$1.33M Buy
6,248
+9
+0.1% +$1.77K 0.1% 187
2023
Q4 		$1.12M Buy
6,239
+105
+2% +$17.6K 0.09% 201
2023
Q3 		$935K Buy
6,134
+232
+4% +$37.5K 0.09% 220
2023
Q2 		$1.02M Buy
5,902
+23
+0.4% +$3.8K 0.12% 179
2023
Q1 		$959K Sell
5,879
-1
-0% -$153 0.11% 193
2022
Q4 		$922K Sell
5,880
-153
-3% -$24.6K 0.12% 181
2022
Q3 		$967K Buy
6,033
+430
+8% +$71K 0.15% 159
2022
Q2 		$857K Buy
5,603
+519
+10% +$81.3K 0.13% 190
2022
Q1 		$806K Sell
5,084
-682
-12% -$103K 0.11% 218
2021
Q4 		$962K Sell
5,766
-600
-9% -$96.5K 0.13% 190
2021
Q3 		$950K Sell
6,366
-26
-0.4% -$3.89K 0.14% 169
2021
Q2 		$895K Buy
6,392
+205
+3% +$28.3K 0.11% 223
2021
Q1 		$798K Buy
6,187
+68
+1% +$7.95K 0.13% 181
2020
Q4 		$721K Buy
6,119
+1,944
+47% +$227K 0.15% 149
2020
Q3 		$484K Sell
4,175
-373
-8% -$41.2K 0.24% 92
2020
Q2 		$483K Buy
4,548
+253
+6% +$25.5K 0.27% 85
2020
Q1 		$398K Buy
4,295
+650
+18% +$74.6K 0.25% 96
2019
Q4 		$453K Buy
+3,645
New +$412K 0.27% 88

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

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

Arkadios Wealth Advisors reduced its Waste Management (WM) stake by 5.1% in Q2 2026, selling an estimated $223K and leaving 18,626 shares worth $4.15M. The position accounts for 0.06% of the portfolio, ranked #307.

Arkadios Wealth Advisors first reported a position in WM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.52M in Q4 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Arkadios Wealth Advisors held 18,626 shares of Waste Management worth $4.15M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,003 Waste Management shares in Q2 2026, an estimated $223K.
  • Waste Management made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #307 holding.
  • Arkadios Wealth Advisors first reported a position in Waste Management in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Waste Management position peaked at $4.52M in Q4 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.