Blue Bell Private Wealth Management’s Waste Management WM Stock Holding History

Blue Bell Private 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	$22.3K	Hold	100	–	–	﹤0.01%	517
2026 Q1	$23K	Hold	100	–	–	﹤0.01%	496
2025 Q4	$22K	Sell	100 -74	-43%	-$15.8K	﹤0.01%	479
2025 Q3	$38.4K	Hold	174	–	–	0.01%	425
2025 Q2	$39.8K	Hold	174	–	–	0.01%	408
2025 Q1	$40.3K	Hold	174	–	–	0.01%	400
2024 Q4	$35.1K	Buy	174 +10	+6%	+$2.15K	0.01%	398
2024 Q3	$34K	Hold	164	–	–	0.01%	406
2024 Q2	$35K	Buy	164 +29	+21%	+$6.03K	0.01%	397
2024 Q1	$28.8K	Buy	135 +1	+0.7%	+$197	0.01%	420
2023 Q4	$24K	Hold	134	–	–	0.01%	412
2023 Q3	$20.4K	Hold	134	–	–	0.01%	359
2023 Q2	$23.2K	Hold	134	–	–	0.01%	341
2023 Q1	$21.9K	Hold	134	–	–	0.01%	309
2022 Q4	$21K	Hold	134	–	–	0.01%	306
2022 Q3	$21K	Buy	134 +100	+294%	+$16.5K	0.01%	296
2022 Q2	$5K	Hold	34	–	–	﹤0.01%	526
2022 Q1	$5K	Hold	34	–	–	﹤0.01%	570
2021 Q4	$6K	Buy	+34	New	+$5.47K	﹤0.01%	517

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 $3.38T AUM 44.17% 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

Blue Bell Private Wealth Management's WM Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Waste Management (WM) position steady in Q2 2026 at 100 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Blue Bell Private Wealth Management first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $40.3K in Q1 2025. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Blue Bell Private Wealth Management held 100 shares of Waste Management worth $22.3K as of Q2 2026.
Blue Bell Private Wealth Management left its Waste Management share count unchanged in Q2 2026.
Waste Management made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #517 holding.
Blue Bell Private Wealth Management first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Waste Management position peaked at $40.3K in Q1 2025.
2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.