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Asset Planning Inc’s Waste Management WM Stock Holding History

Asset Planning Inc’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 		$762K Buy
3,419
+12
+0.4% +$2.67K 0.49% 40
2026
Q1 		$783K Buy
3,407
+83
+2% +$19.1K 0.56% 39
2025
Q4 		$730K Buy
3,324
+111
+3% +$23.7K 0.51% 38
2025
Q3 		$710K Buy
3,213
+10
+0.3% +$2.25K 0.51% 39
2025
Q2 		$733K Buy
3,203
+10
+0.3% +$2.32K 0.55% 33
2025
Q1 		$739K Buy
3,193
+10
+0.3% +$2.21K 0.58% 34
2024
Q4 		$642K Buy
+3,183
New +$684K 0.49% 39

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

Asset Planning Inc's WM Position: Q2 2026 in Review

Asset Planning Inc increased its Waste Management (WM) stake by 0.35% in Q2 2026, buying an estimated $2.67K and bringing the position to 3,419 shares worth $762K. The position accounts for 0.49% of the portfolio, ranked #40.

Asset Planning Inc first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $783K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Asset Planning Inc held 3,419 shares of Waste Management worth $762K as of Q2 2026.
  • Asset Planning Inc bought 12 Waste Management shares in Q2 2026, an estimated $2.67K.
  • Waste Management made up 0.49% of Asset Planning Inc's portfolio in Q2 2026, its #40 holding.
  • Asset Planning Inc first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Waste Management position peaked at $783K in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.