Blodgett Wealth Advisors’s Waste Management WM Stock Holding History

Blodgett 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	$881K	Sell	3,951 -845	-18%	-$188K	0.59%	30
2026 Q1	$1.1M	Sell	4,796 -2,875	-37%	-$661K	0.87%	22
2025 Q4	$1.69M	Hold	7,671	–	–	1.18%	17
2025 Q3	$1.69M	Hold	7,671	–	–	1.17%	14
2025 Q2	$1.76M	Sell	7,671 -140	-2%	-$32.5K	1.38%	14
2025 Q1	$1.81M	Hold	7,811	–	–	1.54%	12
2024 Q4	$1.58M	Hold	7,811	–	–	1.24%	15
2024 Q3	$1.62M	Sell	7,811 -1,000	-11%	-$209K	1.36%	14
2024 Q2	$1.88M	Hold	8,811	–	–	1.59%	11
2024 Q1	$1.88M	Hold	8,811	–	–	1.69%	12
2023 Q4	$1.58M	Hold	8,811	–	–	1.61%	14
2023 Q3	$1.34M	Sell	8,811 -100	-1%	-$16.2K	1.47%	16
2023 Q2	$1.55M	Buy	8,911 +450	+5%	+$74.4K	1.6%	15
2023 Q1	$1.38M	Hold	8,461	–	–	1.6%	16
2022 Q4	$1.33M	Hold	8,461	–	–	1.61%	18
2022 Q3	$1.36M	Buy	8,461 +50	+0.6%	+$8.25K	1.63%	17
2022 Q2	$1.29M	Sell	8,411 -1,300	-13%	-$204K	1.41%	19
2022 Q1	$1.54M	Sell	9,711 -244	-2%	-$37K	1.28%	19
2021 Q4	$1.66M	Buy	+9,955	New	+$1.6M	1.29%	17

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Blodgett Wealth Advisors's WM Position: Q2 2026 in Review

Blodgett Wealth Advisors reduced its Waste Management (WM) stake by 18% in Q2 2026, selling an estimated $188K and leaving 3,951 shares worth $881K. The position accounts for 0.59% of the portfolio, ranked #30.

Blodgett Wealth Advisors first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.88M in Q2 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Blodgett Wealth Advisors held 3,951 shares of Waste Management worth $881K as of Q2 2026.
Blodgett Wealth Advisors sold 845 Waste Management shares in Q2 2026, an estimated $188K.
Waste Management made up 0.59% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Blodgett Wealth Advisors first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
Blodgett Wealth Advisors's Waste Management position peaked at $1.88M in Q2 2024.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.