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Badgley Phelps Wealth Managers’s Waste Management WM Stock Holding History

Badgley Phelps Wealth Managers’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 		$687K Sell
3,082
-39
-1% -$8.67K 0.01% 224
2026
Q1 		$717K Buy
3,121
+348
+13% +$80K 0.01% 217
2025
Q4 		$609K Buy
2,773
+127
+5% +$27.1K 0.01% 222
2025
Q3 		$584K Sell
2,646
-39
-1% -$8.78K 0.01% 215
2025
Q2 		$614K Buy
2,685
+19
+0.7% +$4.41K 0.01% 201
2025
Q1 		$617K Sell
2,666
-9
-0.3% -$1.99K 0.01% 202
2024
Q4 		$540K Buy
2,675
+98
+4% +$21K 0.01% 204
2024
Q3 		$535K Buy
2,577
+209
+9% +$43.6K 0.01% 202
2024
Q2 		$505K Sell
2,368
-22
-0.9% -$4.57K 0.01% 197
2024
Q1 		$509K Buy
2,390
+314
+15% +$61.7K 0.01% 195
2023
Q4 		$372K Buy
2,076
+584
+39% +$97.9K 0.01% 202
2023
Q3 		$228K Sell
1,492
-26
-2% -$4.21K 0.01% 213
2023
Q2 		$263K Sell
1,518
-40
-3% -$6.61K 0.01% 212
2023
Q1 		$254K Hold
1,558
– – 0.01% 186
2022
Q4 		$244K Buy
1,558
+10
+0.6% +$1.61K 0.01% 191
2022
Q3 		$248K Buy
+1,548
New +$256K 0.01% 175

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

Badgley Phelps Wealth Managers's WM Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Waste Management (WM) stake by 1.2% in Q2 2026, selling an estimated $8.67K and leaving 3,082 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #224.

Badgley Phelps Wealth Managers first reported a position in WM in Q3 2022 and has held it in 16 quarters since. The position peaked at $717K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Badgley Phelps Wealth Managers held 3,082 shares of Waste Management worth $687K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 39 Waste Management shares in Q2 2026, an estimated $8.67K.
  • Waste Management made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #224 holding.
  • Badgley Phelps Wealth Managers first reported a position in Waste Management in Q3 2022 and has held it in 16 quarters since.
  • Badgley Phelps Wealth Managers's Waste Management position peaked at $717K in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.