BankPlus Trust Department’s Waste Management WM Stock Holding History

BankPlus Trust Department’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	$1.35M	Buy	6,056 +527	+10%	+$117K	0.32%	75
2026 Q1	$1.27M	Buy	5,529 +5,513	+34,456%	+$1.27M	0.34%	72
2025 Q4	$3.52K	Hold	16	–	–	﹤0.01%	411
2025 Q3	$3.53K	Hold	16	–	–	﹤0.01%	406
2025 Q2	$3.66K	Sell	16 -14	-47%	-$3.25K	﹤0.01%	399
2025 Q1	$6.95K	Hold	30	–	–	﹤0.01%	377
2024 Q4	$6.05K	Buy	+30	New	+$6.44K	﹤0.01%	360

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

BankPlus Trust Department's WM Position: Q2 2026 in Review

BankPlus Trust Department increased its Waste Management (WM) stake by 9.5% in Q2 2026, buying an estimated $117K and bringing the position to 6,056 shares worth $1.35M. The position accounts for 0.32% of the portfolio, ranked #75.

BankPlus Trust Department first reported a position in WM in Q4 2024 and has held it in 7 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

BankPlus Trust Department held 6,056 shares of Waste Management worth $1.35M as of Q2 2026.
BankPlus Trust Department bought 527 Waste Management shares in Q2 2026, an estimated $117K.
Waste Management made up 0.32% of BankPlus Trust Department's portfolio in Q2 2026, its #75 holding.
BankPlus Trust Department first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.