BFWA
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Benchmark Financial Wealth Advisors’s Waste Management WM Stock Holding History

Benchmark Financial Wealth 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 		$484K Sell
2,171
-31
-1% -$6.89K 0.12% 86
2026
Q1 		$506K Buy
2,202
+6
+0.3% +$1.38K 0.14% 79
2025
Q4 		$483K Buy
2,196
+4
+0.2% +$853 0.14% 76
2025
Q3 		$484K Buy
2,192
+14
+0.6% +$3.15K 0.15% 71
2025
Q2 		$498K Sell
2,178
-121
-5% -$28.1K 0.16% 63
2025
Q1 		$532K Sell
2,299
-225
-9% -$49.8K 0.2% 58
2024
Q4 		$509K Sell
2,524
-107
-4% -$23K 0.16% 59
2024
Q3 		$546K Buy
2,631
+49
+2% +$10.2K 0.18% 54
2024
Q2 		$551K Buy
2,582
+9
+0.3% +$1.87K 0.2% 48
2024
Q1 		$548K Buy
2,573
+196
+8% +$38.5K 0.21% 47
2023
Q4 		$426K Buy
2,377
+8
+0.3% +$1.34K 0.18% 50
2023
Q3 		$361K Sell
2,369
-144
-6% -$23.3K 0.17% 45
2023
Q2 		$436K Sell
2,513
-57
-2% -$9.42K 0.2% 39
2023
Q1 		$419K Buy
2,570
+27
+1% +$4.13K 0.22% 39
2022
Q4 		$399K Sell
2,543
-104
-4% -$16.7K 0.22% 39
2022
Q3 		$424K Buy
2,647
+487
+23% +$80.4K 0.25% 38
2022
Q2 		$330K Buy
2,160
+246
+13% +$38.5K 0.17% 44
2022
Q1 		$303K Buy
1,914
+130
+7% +$19.7K 0.13% 57
2021
Q4 		$298K Buy
1,784
+28
+2% +$4.5K 0.12% 55
2021
Q3 		$262K Buy
1,756
+126
+8% +$18.9K 0.12% 54
2021
Q2 		$228K Buy
+1,630
New +$225K 0.11% 60

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

Benchmark Financial Wealth Advisors's WM Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Waste Management (WM) stake by 1.4% in Q2 2026, selling an estimated $6.89K and leaving 2,171 shares worth $484K. The position accounts for 0.12% of the portfolio, ranked #86.

Benchmark Financial Wealth Advisors first reported a position in WM in Q2 2021 and has held it in 21 quarters since. The position peaked at $551K in Q2 2024. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 2,171 shares of Waste Management worth $484K as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 31 Waste Management shares in Q2 2026, an estimated $6.89K.
  • Waste Management made up 0.12% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Waste Management in Q2 2021 and has held it in 21 quarters since.
  • Benchmark Financial Wealth Advisors's Waste Management position peaked at $551K in Q2 2024.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.