BWM
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BankPlus Wealth Management’s Waste Management WM Stock Holding History

BankPlus 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 		$322K Buy
1,444
+74
+5% +$16.5K 0.14% 94
2026
Q1 		$315K Buy
+1,370
New +$315K 0.16% 91

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BankPlus Wealth Management's WM Position: Q2 2026 in Review

BankPlus Wealth Management increased its Waste Management (WM) stake by 5.4% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,444 shares worth $322K. The position accounts for 0.14% of the portfolio, ranked #94.

BankPlus Wealth Management first reported a position in WM in Q1 2026 and has held it in 2 quarters since. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • BankPlus Wealth Management held 1,444 shares of Waste Management worth $322K as of Q2 2026.
  • BankPlus Wealth Management bought 74 Waste Management shares in Q2 2026, an estimated $16.5K.
  • Waste Management made up 0.14% of BankPlus Wealth Management's portfolio in Q2 2026, its #94 holding.
  • BankPlus Wealth Management first reported a position in Waste Management in Q1 2026 and has held it in 2 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.