BWM
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Bernard Wealth Management’s Waste Management WM Stock Holding History

Bernard 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 		$5.79K Hold
26
– – ﹤0.01% 247
2026
Q1 		$5.97K Hold
26
– – ﹤0.01% 249
2025
Q4 		$5.71K Hold
26
– – ﹤0.01% 240
2025
Q3 		$5.74K Hold
26
– – ﹤0.01% 233
2025
Q2 		$5.95K Hold
26
– – ﹤0.01% 229
2025
Q1 		$6.02K Hold
26
– – ﹤0.01% 244
2024
Q4 		$5.25K Buy
+26
New +$5.58K ﹤0.01% 235

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

Bernard Wealth Management's WM Position: Q2 2026 in Review

Bernard Wealth Management held its Waste Management (WM) position steady in Q2 2026 at 26 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Bernard Wealth Management first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.02K in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Bernard Wealth Management held 26 shares of Waste Management worth $5.79K as of Q2 2026.
  • Bernard Wealth Management left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Bernard Wealth Management first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Waste Management position peaked at $6.02K in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.