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

Bluebird 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 		$253K Hold
1,135
– – 0.22% 83
2026
Q1 		$261K Hold
1,135
– – 0.27% 70
2025
Q4 		$249K Buy
+1,135
New +$242K 0.23% 65

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

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

Bluebird Wealth Management held its Waste Management (WM) position steady in Q2 2026 at 1,135 shares worth $253K. The position accounts for 0.22% of the portfolio, ranked #83.

Bluebird Wealth Management first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $261K in Q1 2026. 2,361 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Bluebird Wealth Management held 1,135 shares of Waste Management worth $253K as of Q2 2026.
  • Bluebird Wealth Management left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.22% of Bluebird Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Bluebird Wealth Management first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Bluebird Wealth Management's Waste Management position peaked at $261K in Q1 2026.
  • 2,361 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Bluebird Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.