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

Axxcess 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 		$3.33M Buy
14,931
+240
+2% +$53.4K 0.05% 310
2026
Q1 		$3.38M Sell
14,691
-1,320
-8% -$303K 0.11% 160
2025
Q4 		$3.52M Buy
16,011
+2,972
+23% +$633K 0.06% 273
2025
Q3 		$2.88M Sell
13,039
-358
-3% -$80.6K 0.06% 243
2025
Q2 		$3.07M Buy
13,397
+497
+4% +$115K 0.07% 215
2025
Q1 		$2.99M Sell
12,900
-1,150
-8% -$255K 0.08% 194
2024
Q4 		$2.84M Sell
14,050
-39
-0.3% -$8.38K 0.07% 209
2024
Q3 		$2.92M Sell
14,089
-731
-5% -$153K 0.07% 200
2024
Q2 		$3.16M Buy
14,820
+439
+3% +$91.3K 0.08% 187
2024
Q1 		$3.07M Buy
14,381
+1,514
+12% +$298K 0.08% 189
2023
Q4 		$2.3M Buy
12,867
+8,492
+194% +$1.42M 0.07% 223
2023
Q3 		$667K Sell
4,375
-90
-2% -$14.6K 0.02% 398
2023
Q2 		$774K Buy
4,465
+411
+10% +$67.9K 0.06% 267
2023
Q1 		$661K Sell
4,054
-29
-0.7% -$4.44K 0.05% 311
2022
Q4 		$640K Sell
4,083
-384
-9% -$61.8K 0.05% 310
2022
Q3 		$716K Buy
4,467
+534
+14% +$88.1K 0.07% 248
2022
Q2 		$602K Buy
3,933
+1,159
+42% +$182K 0.06% 265
2022
Q1 		$440K Sell
2,774
-3,785
-58% -$574K 0.03% 383
2021
Q4 		$1.09M Buy
+6,559
New +$1.05M 0.08% 195

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Axxcess Wealth Management increased its Waste Management (WM) stake by 1.6% in Q2 2026, buying an estimated $53.4K and bringing the position to 14,931 shares worth $3.33M. The position accounts for 0.05% of the portfolio, ranked #310.

Axxcess Wealth Management first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.52M in Q4 2025. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Axxcess Wealth Management held 14,931 shares of Waste Management worth $3.33M as of Q2 2026.
  • Axxcess Wealth Management bought 240 Waste Management shares in Q2 2026, an estimated $53.4K.
  • Waste Management made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Axxcess Wealth Management first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Waste Management position peaked at $3.52M in Q4 2025.
  • 1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.