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

Aviso 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 		$290K Hold
1,301
– – 0.1% 121
2026
Q1 		$299K Sell
1,301
-115
-8% -$26.4K 0.13% 118
2025
Q4 		$311K Sell
1,416
-130
-8% -$27.7K 0.13% 117
2025
Q3 		$341K Hold
1,546
– – 0.15% 107
2025
Q2 		$354K Buy
1,546
+43
+3% +$9.97K 0.17% 109
2025
Q1 		$348K Sell
1,503
-22
-1% -$4.87K 0.19% 108
2024
Q4 		$308K Hold
1,525
– – 0.16% 111
2024
Q3 		$317K Sell
1,525
-362
-19% -$75.5K 0.17% 112
2024
Q2 		$403K Sell
1,887
-12
-0.6% -$2.49K 0.24% 92
2024
Q1 		$405K Buy
1,899
+110
+6% +$21.6K 0.26% 93
2023
Q4 		$320K Buy
+1,789
New +$300K 0.23% 101

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

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

Aviso Wealth Management held its Waste Management (WM) position steady in Q2 2026 at 1,301 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #121.

Aviso Wealth Management first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $405K in Q1 2024. 2,373 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Aviso Wealth Management held 1,301 shares of Waste Management worth $290K as of Q2 2026.
  • Aviso Wealth Management left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.1% of Aviso Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Aviso Wealth Management first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Waste Management position peaked at $405K in Q1 2024.
  • 2,373 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.