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Birch Financial Group’s Waste Management WM Stock Holding History

Birch Financial Group’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 		$238K Buy
1,069
+26
+2% +$5.78K 0.12% 118
2026
Q1 		$240K Sell
1,043
-1
-0.1% -$230 0.14% 117
2025
Q4 		$229K Buy
1,044
+26
+3% +$5.54K 0.13% 122
2025
Q3 		$225K Buy
1,018
+84
+9% +$18.9K 0.13% 114
2025
Q2 		$214K Buy
934
+34
+4% +$7.89K 0.17% 105
2025
Q1 		$208K Buy
+900
New +$199K 0.19% 102

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 $3.38T AUM 44.17% 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

Birch Financial Group's WM Position: Q2 2026 in Review

Birch Financial Group increased its Waste Management (WM) stake by 2.5% in Q2 2026, buying an estimated $5.78K and bringing the position to 1,069 shares worth $238K. The position accounts for 0.12% of the portfolio, ranked #118.

Birch Financial Group first reported a position in WM in Q1 2025 and has held it in 6 quarters since. The position peaked at $240K in Q1 2026. 2,375 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Birch Financial Group held 1,069 shares of Waste Management worth $238K as of Q2 2026.
  • Birch Financial Group bought 26 Waste Management shares in Q2 2026, an estimated $5.78K.
  • Waste Management made up 0.12% of Birch Financial Group's portfolio in Q2 2026, its #118 holding.
  • Birch Financial Group first reported a position in Waste Management in Q1 2025 and has held it in 6 quarters since.
  • Birch Financial Group's Waste Management position peaked at $240K in Q1 2026.
  • 2,375 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.