BRWA
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B. Riley Wealth Advisors’s Waste Management WM Stock Holding History

B. Riley 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 		$457K Sell
2,045
-671
-25% -$149K 0.02% 497
2026
Q1 		$625K Sell
2,716
-1,739
-39% -$400K 0.04% 389
2025
Q4 		$979K Sell
4,455
-127
-3% -$27.1K 0.05% 348
2025
Q3 		$1.01M Sell
4,582
-551
-11% -$124K 0.05% 338
2025
Q2 		$1.17M Buy
+5,133
New +$1.19M 0.06% 316
2024
Q4 		$4.68M Sell
23,201
-2,845
-11% -$611K 0.15% 147
2024
Q3 		$5.42M Sell
26,046
-1,441
-5% -$301K 0.15% 149
2024
Q2 		$5.86M Sell
27,487
-7,837
-22% -$1.63M 0.15% 139
2024
Q1 		$5.38M Buy
35,324
+104
+0.3% +$20.4K 0.15% 150
2023
Q4 		$6.31M Sell
35,220
-104
-0.3% -$17.4K 0.17% 131
2023
Q3 		$5.38M Sell
35,324
-211
-0.6% -$34.1K 0.15% 150
2023
Q2 		$6.16M Sell
35,535
-2,815
-7% -$465K 0.14% 158
2023
Q1 		$6.26M Sell
38,350
-22
-0.1% -$3.37K 0.17% 140
2022
Q4 		$6.02M Sell
38,372
-1,402
-4% -$226K 0.17% 143
2022
Q3 		$6.37M Buy
39,774
+24,521
+161% +$4.05M 0.19% 117
2022
Q2 		$2.33M Sell
15,253
-68
-0.4% -$10.7K 0.1% 211
2022
Q1 		$2.43M Buy
15,321
+2,285
+18% +$346K 0.08% 258
2021
Q4 		$2.18M Buy
13,036
+783
+6% +$126K 0.06% 330
2021
Q3 		$1.83M Buy
12,253
+52
+0.4% +$7.78K 0.06% 362
2021
Q2 		$1.71M Buy
12,201
+4,481
+58% +$619K 0.06% 378
2021
Q1 		$997K Buy
7,720
+2,446
+46% +$286K 0.04% 480
2020
Q4 		$622K Sell
5,274
-1,082
-17% -$126K 0.03% 465
2020
Q3 		$711K Buy
6,356
+2,267
+55% +$251K 0.04% 406
2020
Q2 		$434K Buy
4,089
+150
+4% +$15.1K 0.03% 503
2020
Q1 		$365K Sell
3,939
-2,536
-39% -$291K 0.03% 483
2019
Q4 		$738K Buy
6,475
+24
+0.4% +$2.71K 0.06% 306
2019
Q3 		$742K Buy
6,451
+749
+13% +$87.5K 0.07% 284
2019
Q2 		$658K Sell
5,702
-2,059
-27% -$223K 0.07% 285
2019
Q1 		$807K Buy
7,761
+628
+9% +$61.3K 0.1% 222
2018
Q4 		$635K Sell
7,133
-3
-0% -$269 0.09% 239
2018
Q3 		$645K Sell
7,136
-1,448
-17% -$128K 0.08% 282
2018
Q2 		$699K Sell
8,584
-705
-8% -$58.4K 0.09% 241
2018
Q1 		$782K Sell
9,289
-747
-7% -$64.1K 0.11% 204
2017
Q4 		$867K Buy
10,036
+520
+5% +$42.3K 0.12% 198
2017
Q3 		$723K Buy
9,516
+4,749
+100% +$361K 0.12% 187
2017
Q2 		$351K Sell
4,767
-1,945
-29% -$142K 0.06% 322
2017
Q1 		$490K Sell
6,712
-45
-0.7% -$3.21K 0.1% 238
2016
Q4 		$480K Sell
6,757
-482
-7% -$32.2K 0.1% 236
2016
Q3 		$463K Buy
7,239
+187
+3% +$12.2K 0.09% 286
2016
Q2 		$468K Buy
7,052
+2,876
+69% +$174K 0.09% 268
2016
Q1 		$246K Sell
4,176
-27
-0.6% -$1.49K 0.06% 407
2015
Q4 		$225K Sell
4,203
-269
-6% -$14.3K 0.05% 455
2015
Q3 		$223K Buy
4,472
+92
+2% +$4.58K 0.05% 442
2015
Q2 		$205K Sell
4,380
-921
-17% -$46.3K 0.05% 454
2015
Q1 		$287K Sell
5,301
-4,242
-44% -$226K 0.07% 370
2014
Q4 		$2.37K Buy
9,543
+4,107
+76% +$200K 0.05% 498
2014
Q3 		$258K Sell
5,436
-5,411
-50% -$248K 0.07% 420
2014
Q2 		$224K Buy
10,847
+5,071
+88% +$221K 0.05% 414
2014
Q1 		$243K Buy
5,776
+568
+11% +$23.8K 0.07% 316
2013
Q4 		$234K Buy
5,208
+335
+7% +$14.6K 0.07% 300
2013
Q3 		$201K Buy
4,873
+758
+18% +$31.6K 0.07% 335
2013
Q2 		$166K Buy
+4,115
New +$166K 0.06% 399

Other funds holding WM

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

B. Riley Wealth Advisors's WM Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Waste Management (WM) stake by 25% in Q2 2026, selling an estimated $149K and leaving 2,045 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #497.

B. Riley Wealth Advisors first reported a position in WM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.37M in Q3 2022. 809 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • B. Riley Wealth Advisors held 2,045 shares of Waste Management worth $457K as of Q2 2026.
  • B. Riley Wealth Advisors sold 671 Waste Management shares in Q2 2026, an estimated $149K.
  • Waste Management made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #497 holding.
  • B. Riley Wealth Advisors first reported a position in Waste Management in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Waste Management position peaked at $6.37M in Q3 2022.
  • 809 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.