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Beacon Financial Advisory’s Waste Management WM Stock Holding History

Beacon Financial Advisory’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 		$203K Sell
912
-17
-2% -$3.78K 0.04% 410
2026
Q1 		$214K Buy
+929
New +$213K 0.05% 379

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

Beacon Financial Advisory's WM Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Waste Management (WM) stake by 1.8% in Q2 2026, selling an estimated $3.78K and leaving 912 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #410.

Beacon Financial Advisory first reported a position in WM in Q1 2026 and has held it in 2 quarters since. The position peaked at $214K in Q1 2026. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Beacon Financial Advisory held 912 shares of Waste Management worth $203K as of Q2 2026.
  • Beacon Financial Advisory sold 17 Waste Management shares in Q2 2026, an estimated $3.78K.
  • Waste Management made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #410 holding.
  • Beacon Financial Advisory first reported a position in Waste Management in Q1 2026 and has held it in 2 quarters since.
  • Beacon Financial Advisory's Waste Management position peaked at $214K in Q1 2026.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.