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Balboa Wealth Partners’s Waste Management WM Stock Holding History

Balboa Wealth Partners’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 		$343K Sell
1,537
-9
-0.6% -$2K 0.05% 310
2026
Q1 		$355K Sell
1,546
-55
-3% -$12.6K 0.06% 265
2025
Q4 		$352K Sell
1,601
-401
-20% -$85.5K 0.06% 250
2025
Q3 		$442K Buy
2,002
+45
+2% +$10.1K 0.08% 204
2025
Q2 		$448K Buy
1,957
+726
+59% +$168K 0.09% 174
2025
Q1 		$285K Sell
1,231
-112
-8% -$24.8K 0.07% 210
2024
Q4 		$271K Buy
1,343
+110
+9% +$23.6K 0.06% 227
2024
Q3 		$256K Buy
1,233
+49
+4% +$10.2K 0.06% 210
2024
Q2 		$253K Sell
1,184
-30
-2% -$6.24K 0.07% 217
2024
Q1 		$259K Buy
+1,214
New +$239K 0.08% 182

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

Balboa Wealth Partners's WM Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Waste Management (WM) stake by 0.58% in Q2 2026, selling an estimated $2K and leaving 1,537 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #310.

Balboa Wealth Partners first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $448K in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Balboa Wealth Partners held 1,537 shares of Waste Management worth $343K as of Q2 2026.
  • Balboa Wealth Partners sold 9 Waste Management shares in Q2 2026, an estimated $2K.
  • Waste Management made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #310 holding.
  • Balboa Wealth Partners first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • Balboa Wealth Partners's Waste Management position peaked at $448K in Q2 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.