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Baldwin Wealth Partners’s Waste Management WM Stock Holding History

Baldwin 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 		$26.8M Sell
120,059
-930
-0.8% -$207K 1.75% 15
2026
Q1 		$27.8M Sell
120,989
-11,184
-8% -$2.57M 2.02% 11
2025
Q4 		$29M Sell
132,173
-2,235
-2% -$476K 1.86% 15
2025
Q3 		$29.7M Sell
134,408
-2,967
-2% -$668K 1.93% 13
2025
Q2 		$31.4M Sell
137,375
-323
-0.2% -$74.9K 2.13% 12
2025
Q1 		$31.9M Buy
137,698
+2,283
+2% +$506K 2.24% 11
2024
Q4 		$27.3M Buy
135,415
+6,276
+5% +$1.35M 1.89% 11
2024
Q3 		$26.8M Buy
129,139
+1,787
+1% +$373K 1.83% 13
2024
Q2 		$27.2M Sell
127,352
-5,813
-4% -$1.21M 2.12% 11
2024
Q1 		$28.4M Sell
133,165
-1,951
-1% -$383K 2.14% 11
2023
Q4 		$24.2M Buy
135,116
+2,178
+2% +$365K 1.9% 13
2023
Q3 		$20.3M Buy
132,938
+23,712
+22% +$3.84M 1.74% 13
2023
Q2 		$18.9M Sell
109,226
-100
-0.1% -$16.5K 1.55% 18
2023
Q1 		$17.8M Sell
109,326
-130
-0.1% -$19.9K 1.55% 18
2022
Q4 		$17.2M Sell
109,456
-1,118
-1% -$180K 1.56% 16
2022
Q3 		$17.7M Sell
110,574
-4,505
-4% -$744K 2.45% 11
2022
Q2 		$17.6M Sell
115,079
-3,566
-3% -$559K 2.28% 11
2022
Q1 		$18.8M Buy
118,645
+496
+0.4% +$75.2K 1.99% 12
2021
Q4 		$19.7M Buy
118,149
+2,434
+2% +$391K 1.97% 13
2021
Q3 		$17.3M Sell
115,715
-2,403
-2% -$360K 1.92% 14
2021
Q2 		$16.6M Buy
118,118
+2,317
+2% +$320K 1.81% 16
2021
Q1 		$14.9M Buy
115,801
+20,961
+22% +$2.45M 1.77% 19
2020
Q4 		$11.2M Buy
94,840
+25,153
+36% +$2.93M 1.41% 25
2020
Q3 		$7.89M Sell
69,687
-541
-0.8% -$59.8K 1.08% 28
2020
Q2 		$7.44M Buy
70,228
+3,491
+5% +$352K 1.09% 28
2020
Q1 		$6.18M Buy
66,737
+7,005
+12% +$804K 1.08% 30
2019
Q4 		$6.81M Buy
59,732
+2,795
+5% +$316K 0.95% 36
2019
Q3 		$6.55M Buy
56,937
+11,730
+26% +$1.37M 0.99% 34
2019
Q2 		$5.22M Buy
45,207
+900
+2% +$97.7K 0.77% 44
2019
Q1 		$4.6M Buy
44,307
+2,357
+6% +$230K 0.69% 48
2018
Q4 		$3.73M Buy
41,950
+3,920
+10% +$352K 0.63% 48
2018
Q3 		$3.44M Buy
38,030
+2,436
+7% +$216K 0.48% 53
2018
Q2 		$2.9M Buy
35,594
+6,924
+24% +$573K 0.45% 55
2018
Q1 		$2.41M Buy
+28,670
New +$2.46M 0.39% 57
2017
Q2 		– Sell
-200
Closed -$15K – 506
2017
Q1 		$15K Hold
200
– – ﹤0.01% 395
2016
Q4 		$14K Hold
200
– – ﹤0.01% 407
2016
Q3 		$13K Hold
200
– – ﹤0.01% 429
2016
Q2 		$13K Buy
+200
New +$12.1K ﹤0.01% 376

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

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

Baldwin Wealth Partners reduced its Waste Management (WM) stake by 0.77% in Q2 2026, selling an estimated $207K and leaving 120,059 shares worth $26.8M. The position accounts for 1.75% of the portfolio, ranked #15.

Baldwin Wealth Partners first reported a position in WM in Q2 2016 and has held it in 38 quarters since. The position peaked at $31.9M in Q1 2025. 541 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Baldwin Wealth Partners held 120,059 shares of Waste Management worth $26.8M as of Q2 2026.
  • Baldwin Wealth Partners sold 930 Waste Management shares in Q2 2026, an estimated $207K.
  • Waste Management made up 1.75% of Baldwin Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • Baldwin Wealth Partners first reported a position in Waste Management in Q2 2016 and has held it in 38 quarters since.
  • Baldwin Wealth Partners's Waste Management position peaked at $31.9M in Q1 2025.
  • 541 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.