BCS Wealth Management’s Waste Management WM Stock Holding History

BCS 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	$206K	Sell	925 -52	-5%	-$11.6K	0.04%	264
2026 Q1	$225K	Sell	977 -977	-50%	-$224K	0.05%	243
2025 Q4	$429K	Buy	1,954 +1,003	+105%	+$214K	0.04%	240
2025 Q3	$210K	Sell	951 -64	-6%	-$14.4K	0.05%	234
2025 Q2	$232K	Buy	1,015 +52	+5%	+$12.1K	0.05%	233
2025 Q1	$223K	Buy	+963	New	+$213K	0.06%	227
2024 Q4	–	Sell	-967	Closed	-$201K	–	264
2024 Q3	$201K	Sell	967 -20	-2%	-$4.17K	0.09%	164
2024 Q2	$211K	Buy	+987	New	+$205K	0.1%	150

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 Wealth Management's WM Position: Q2 2026 in Review

BCS Wealth Management reduced its Waste Management (WM) stake by 5.3% in Q2 2026, selling an estimated $11.6K and leaving 925 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #264.

BCS Wealth Management first reported a position in WM in Q2 2024 and has held it in 8 quarters since. The position peaked at $429K in Q4 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

BCS Wealth Management held 925 shares of Waste Management worth $206K as of Q2 2026.
BCS Wealth Management sold 52 Waste Management shares in Q2 2026, an estimated $11.6K.
Waste Management made up 0.04% of BCS Wealth Management's portfolio in Q2 2026, its #264 holding.
BCS Wealth Management first reported a position in Waste Management in Q2 2024 and has held it in 8 quarters since.
BCS Wealth Management's Waste Management position peaked at $429K in Q4 2025.
2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.