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BlackDiamond Wealth Management’s Waste Management WM Stock Holding History

BlackDiamond 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 		$361K Buy
1,592
+71
+5% +$15.8K 0.14% 146
2026
Q1 		$350K Buy
1,521
+15
+1% +$3.45K 0.17% 121
2025
Q4 		$347K Buy
1,506
+7
+0.5% +$1.49K 0.17% 126
2025
Q3 		$331K Buy
1,499
+35
+2% +$7.88K 0.18% 110
2025
Q2 		$335K Sell
1,464
-51
-3% -$11.8K 0.19% 100
2025
Q1 		$353K Sell
1,515
-207
-12% -$45.8K 0.24% 80
2024
Q4 		$347K Buy
1,722
+4
+0.2% +$859 0.2% 105
2024
Q3 		$386K Sell
1,718
-6
-0.3% -$1.25K 0.23% 99
2024
Q2 		$355K Sell
1,724
-527
-23% -$110K 0.23% 94
2024
Q1 		$480K Sell
2,251
-139
-6% -$27.3K 0.34% 74
2023
Q4 		$450K Sell
2,390
-122
-5% -$20.5K 0.33% 70
2023
Q3 		$409K Buy
2,512
+29
+1% +$4.69K 0.37% 66
2023
Q2 		$427K Buy
2,483
+195
+9% +$32.2K 0.36% 72
2023
Q1 		$379K Buy
2,288
+379
+20% +$58K 0.39% 64
2022
Q4 		$296K Sell
1,909
-69
-3% -$11.1K 0.34% 74
2022
Q3 		$326K Sell
1,978
-56
-3% -$9.24K 0.39% 67
2022
Q2 		$311K Buy
2,034
+67
+3% +$10.5K 0.39% 75
2022
Q1 		$312K Buy
1,967
+17
+0.9% +$2.58K 0.37% 77
2021
Q4 		$325K Buy
+1,950
New +$314K 0.37% 86

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

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

BlackDiamond Wealth Management increased its Waste Management (WM) stake by 4.7% in Q2 2026, buying an estimated $15.8K and bringing the position to 1,592 shares worth $361K. The position accounts for 0.14% of the portfolio, ranked #146.

BlackDiamond Wealth Management first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $480K in Q1 2024. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • BlackDiamond Wealth Management held 1,592 shares of Waste Management worth $361K as of Q2 2026.
  • BlackDiamond Wealth Management bought 71 Waste Management shares in Q2 2026, an estimated $15.8K.
  • Waste Management made up 0.14% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #146 holding.
  • BlackDiamond Wealth Management first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • BlackDiamond Wealth Management's Waste Management position peaked at $480K in Q1 2024.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.