BWFA
WM icon

Baltimore-Washington Financial Advisors’s Waste Management WM Stock Holding History

Baltimore-Washington Financial 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 		$500K Hold
2,245
– – 0.02% 130
2026
Q1 		$516K Hold
2,245
– – 0.02% 118
2025
Q4 		$493K Buy
+2,245
New +$478K 0.02% 117

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

Baltimore-Washington Financial Advisors's WM Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors held its Waste Management (WM) position steady in Q2 2026 at 2,245 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #130.

Baltimore-Washington Financial Advisors first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $516K in Q1 2026. 2,355 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 2,245 shares of Waste Management worth $500K as of Q2 2026.
  • Baltimore-Washington Financial Advisors left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #130 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Baltimore-Washington Financial Advisors's Waste Management position peaked at $516K in Q1 2026.
  • 2,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.