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Beacon Investment Advisors’s Waste Management WM Stock Holding History

Beacon Investment Advisors’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 		$347K Buy
1,555
+1
+0.1% +$222 0.11% 145
2026
Q1 		$357K Buy
1,554
+19
+1% +$4.37K 0.13% 132
2025
Q4 		$337K Buy
1,535
+208
+16% +$44.3K 0.14% 128
2025
Q3 		$293K Buy
1,327
+89
+7% +$20K 0.12% 135
2025
Q2 		$283K Buy
1,238
+1
+0.1% +$232 0.12% 136
2025
Q1 		$287K Buy
1,237
+18
+1% +$3.99K 0.14% 133
2024
Q4 		$246K Buy
1,219
+84
+7% +$18K 0.12% 138
2024
Q3 		$236K Buy
1,135
+24
+2% +$5.01K 0.11% 142
2024
Q2 		$237K Buy
1,111
+31
+3% +$6.44K 0.12% 136
2024
Q1 		$230K Buy
+1,080
New +$212K 0.13% 121

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 Investment Advisors's WM Position: Q2 2026 in Review

Beacon Investment Advisors increased its Waste Management (WM) stake by 0.06% in Q2 2026, buying an estimated $222 and bringing the position to 1,555 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #145.

Beacon Investment Advisors first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $357K in Q1 2026. 2,370 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Beacon Investment Advisors held 1,555 shares of Waste Management worth $347K as of Q2 2026.
  • Beacon Investment Advisors bought 1 Waste Management share in Q2 2026, an estimated $222.
  • Waste Management made up 0.11% of Beacon Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • Beacon Investment Advisors first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • Beacon Investment Advisors's Waste Management position peaked at $357K in Q1 2026.
  • 2,370 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.