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Beaumont Financial Advisors’s Waste Management WM Stock Holding History

Beaumont Financial 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 		$714K Buy
3,205
+50
+2% +$11.1K 0.05% 207
2026
Q1 		$725K Buy
3,155
+2
+0.1% +$460 0.05% 193
2025
Q4 		$693K Buy
3,153
+1
+0% +$213 0.05% 198
2025
Q3 		$696K Sell
3,152
-74
-2% -$16.7K 0.05% 203
2025
Q2 		$738K Sell
3,226
-105
-3% -$24.4K 0.05% 183
2025
Q1 		$771K Sell
3,331
-794
-19% -$176K 0.06% 176
2024
Q4 		$832K Buy
4,125
+91
+2% +$19.5K 0.06% 168
2024
Q3 		$837K Buy
4,034
+9
+0.2% +$1.88K 0.07% 159
2024
Q2 		$859K Buy
4,025
+43
+1% +$8.94K 0.07% 161
2024
Q1 		$849K Buy
3,982
+825
+26% +$162K 0.07% 157
2023
Q4 		$565K Buy
3,157
+46
+1% +$7.71K 0.05% 183
2023
Q3 		$474K Buy
3,111
+8
+0.3% +$1.29K 0.05% 182
2023
Q2 		$538K Buy
3,103
+20
+0.6% +$3.31K 0.05% 181
2023
Q1 		$503K Buy
3,083
+60
+2% +$9.19K 0.05% 172
2022
Q4 		$474K Sell
3,023
-91
-3% -$14.6K 0.05% 179
2022
Q3 		$499K Hold
3,114
– – 0.05% 171
2022
Q2 		$476K Buy
3,114
+47
+2% +$7.36K 0.04% 181
2022
Q1 		$486K Sell
3,067
-53
-2% -$8.04K 0.04% 211
2021
Q4 		$521K Buy
3,120
+50
+2% +$8.04K 0.04% 206
2021
Q3 		$459K Hold
3,070
– – 0.04% 215
2021
Q2 		$430K Buy
+3,070
New +$424K 0.03% 231
2014
Q1 		– Sell
-15,057
Closed -$676K – 155
2013
Q4 		$676K Sell
15,057
-5,815
-28% -$254K 0.06% 100
2013
Q3 		$861K Sell
20,872
-375
-2% -$15.6K 0.08% 94
2013
Q2 		$857K Buy
+21,247
New +$858K 0.08% 95

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

Beaumont Financial Advisors's WM Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Waste Management (WM) stake by 1.6% in Q2 2026, buying an estimated $11.1K and bringing the position to 3,205 shares worth $714K. The position accounts for 0.05% of the portfolio, ranked #207.

Beaumont Financial Advisors first reported a position in WM in Q2 2013 and has held it in 24 quarters since. The position peaked at $861K in Q3 2013. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Beaumont Financial Advisors held 3,205 shares of Waste Management worth $714K as of Q2 2026.
  • Beaumont Financial Advisors bought 50 Waste Management shares in Q2 2026, an estimated $11.1K.
  • Waste Management made up 0.05% of Beaumont Financial Advisors's portfolio in Q2 2026, its #207 holding.
  • Beaumont Financial Advisors first reported a position in Waste Management in Q2 2013 and has held it in 24 quarters since.
  • Beaumont Financial Advisors's Waste Management position peaked at $861K in Q3 2013.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.