Beaird Harris Wealth Management’s Waste Management WM Stock Holding History

Beaird Harris 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	$234K	Hold	1,052	–	–	0.01%	135
2026 Q1	$242K	Hold	1,052	–	–	0.02%	123
2025 Q4	$231K	Hold	1,052	–	–	0.02%	126
2025 Q3	$232K	Sell	1,052 -4	-0.4%	-$901	0.02%	122
2025 Q2	$242K	Sell	1,056 -299	-22%	-$69.4K	0.02%	123
2025 Q1	$314K	Hold	1,355	–	–	0.03%	103
2024 Q4	$273K	Hold	1,355	–	–	0.02%	116
2024 Q3	$281K	Hold	1,355	–	–	0.02%	120
2024 Q2	$289K	Hold	1,355	–	–	0.03%	103
2024 Q1	$289K	Sell	1,355 -351	-21%	-$69K	0.03%	97
2023 Q4	$306K	Buy	1,706 +6	+0.4%	+$1.01K	0.03%	83
2023 Q3	$259K	Hold	1,700	–	–	0.03%	83
2023 Q2	$295K	Hold	1,700	–	–	0.04%	77
2023 Q1	$277K	Sell	1,700 -75	-4%	-$11.5K	0.05%	76
2022 Q4	$278K	Buy	1,775 +75	+4%	+$12.1K	0.05%	72
2022 Q3	$272K	Hold	1,700	–	–	0.06%	67
2022 Q2	$260K	Hold	1,700	–	–	0.07%	60
2022 Q1	$269K	Sell	1,700 -300	-15%	-$45.5K	0.1%	73
2021 Q4	$334K	Buy	+2,000	New	+$322K	0.12%	82

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

Beaird Harris Wealth Management's WM Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Waste Management (WM) position steady in Q2 2026 at 1,052 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #135.

Beaird Harris Wealth Management first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $334K in Q4 2021. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Beaird Harris Wealth Management held 1,052 shares of Waste Management worth $234K as of Q2 2026.
Beaird Harris Wealth Management left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #135 holding.
Beaird Harris Wealth Management first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's Waste Management position peaked at $334K in Q4 2021.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.