BCS Private Wealth Management’s Waste Management WM Stock Holding History

BCS Private 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	$5.05M	Sell	22,665 -1,110	-5%	-$247K	1.52%	17
2026 Q1	$5.46M	Buy	23,775 +1,006	+4%	+$231K	1.66%	14
2025 Q4	$5M	Buy	22,769 +331	+1%	+$70.5K	1.71%	13
2025 Q3	$4.95M	Buy	22,438 +1,399	+7%	+$315K	1.77%	14
2025 Q2	$4.81M	Buy	+21,039	New	+$4.88M	1.81%	11

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

BCS Private Wealth Management's WM Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Waste Management (WM) stake by 4.7% in Q2 2026, selling an estimated $247K and leaving 22,665 shares worth $5.05M. The position accounts for 1.52% of the portfolio, ranked #17.

BCS Private Wealth Management first reported a position in WM in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.46M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

BCS Private Wealth Management held 22,665 shares of Waste Management worth $5.05M as of Q2 2026.
BCS Private Wealth Management sold 1,110 Waste Management shares in Q2 2026, an estimated $247K.
Waste Management made up 1.52% of BCS Private Wealth Management's portfolio in Q2 2026, its #17 holding.
BCS Private Wealth Management first reported a position in Waste Management in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's Waste Management position peaked at $5.46M in Q1 2026.
2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.