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Baker Tilly Wealth Management’s Waste Management WM Stock Holding History

Baker Tilly 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 		$670K Sell
3,006
-193
-6% -$42.9K 0.14% 140
2026
Q1 		$735K Sell
3,199
-108
-3% -$24.8K 0.18% 116
2025
Q4 		$726K Sell
3,307
-55
-2% -$11.7K 0.18% 120
2025
Q3 		$743K Sell
3,362
-103
-3% -$23.2K 0.17% 113
2025
Q2 		$793K Buy
3,465
+35
+1% +$8.12K 0.28% 77
2025
Q1 		$794K Buy
3,430
+46
+1% +$10.2K 0.31% 81
2024
Q4 		$683K Buy
3,384
+289
+9% +$62.1K 0.27% 88
2024
Q3 		$643K Sell
3,095
-513
-14% -$107K 0.28% 90
2024
Q2 		$770K Sell
3,608
-7,228
-67% -$1.5M 0.31% 78
2024
Q1 		$2.31M Sell
10,836
-469
-4% -$92.2K 0.42% 57
2023
Q4 		$2.02M Sell
11,305
-2,463
-18% -$413K 0.33% 66
2023
Q3 		$2.1M Sell
13,768
-9,210
-40% -$1.49M 0.35% 64
2023
Q2 		$3.98M Sell
22,978
-858
-4% -$142K 0.42% 54
2023
Q1 		$3.89M Buy
23,836
+1,851
+8% +$283K 0.44% 49
2022
Q4 		$3.45M Sell
21,985
-532
-2% -$85.6K 0.42% 59
2022
Q3 		$3.61M Sell
22,517
-145
-0.6% -$23.9K 0.49% 45
2022
Q2 		$3.47M Buy
22,662
+671
+3% +$105K 0.45% 53
2022
Q1 		$3.49M Buy
21,991
+1,363
+7% +$207K 0.39% 59
2021
Q4 		$3.44M Buy
20,628
+809
+4% +$130K 0.37% 56
2021
Q3 		$2.96M Buy
19,819
+5,191
+35% +$777K 0.39% 50
2021
Q2 		$2.05M Buy
14,628
+3,032
+26% +$419K 0.33% 67
2021
Q1 		$1.5M Buy
11,596
+4,106
+55% +$480K 0.31% 80
2020
Q4 		$883K Buy
+7,490
New +$873K 0.27% 92

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

Baker Tilly Wealth Management's WM Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Waste Management (WM) stake by 6% in Q2 2026, selling an estimated $42.9K and leaving 3,006 shares worth $670K. The position accounts for 0.14% of the portfolio, ranked #140.

Baker Tilly Wealth Management first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.98M in Q2 2023. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Baker Tilly Wealth Management held 3,006 shares of Waste Management worth $670K as of Q2 2026.
  • Baker Tilly Wealth Management sold 193 Waste Management shares in Q2 2026, an estimated $42.9K.
  • Waste Management made up 0.14% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Baker Tilly Wealth Management first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Waste Management position peaked at $3.98M in Q2 2023.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.