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BOK Financial Private Wealth’s Waste Management WM Stock Holding History

BOK Financial Private Wealth’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 		$762K Buy
3,417
+2
+0.1% +$445 0.04% 100
2026
Q1 		$785K Sell
3,415
-500
-13% -$115K 0.05% 95
2025
Q4 		$860K Sell
3,915
-37
-0.9% -$7.89K 0.05% 99
2025
Q3 		$873K Sell
3,952
-503
-11% -$113K 0.05% 96
2025
Q2 		$1.02M Sell
4,455
-57
-1% -$13.2K 0.07% 86
2025
Q1 		$1.04M Sell
4,512
-1,266
-22% -$280K 0.08% 88
2024
Q4 		$1.17M Sell
5,778
-402
-7% -$86.3K 0.08% 92
2024
Q3 		$1.28M Buy
6,180
+1,168
+23% +$244K 0.09% 92
2024
Q2 		$1.07M Hold
5,012
– – 0.08% 101
2024
Q1 		$1.07M Buy
5,012
+102
+2% +$20K 0.08% 101
2023
Q4 		$879K Hold
4,910
– – 0.07% 104
2023
Q3 		$748K Hold
4,910
– – 0.07% 106
2023
Q2 		$851K Sell
4,910
-7
-0.1% -$1.16K 0.07% 103
2023
Q1 		$802K Buy
4,917
+7
+0.1% +$1.07K 0.06% 110
2022
Q4 		$770K Sell
4,910
-2,000
-29% -$322K 0.06% 110
2022
Q3 		$1.11M Sell
6,910
-330
-5% -$54.5K 0.1% 100
2022
Q2 		$1.11M Sell
7,240
-2,344
-24% -$367K 0.1% 104
2022
Q1 		$1.52M Buy
9,584
+240
+3% +$36.4K 0.11% 109
2021
Q4 		$1.56M Buy
+9,344
New +$1.5M 0.11% 107

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

BOK Financial Private Wealth's WM Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Waste Management (WM) stake by 0.06% in Q2 2026, buying an estimated $445 and bringing the position to 3,417 shares worth $762K. The position accounts for 0.04% of the portfolio, ranked #100.

BOK Financial Private Wealth first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2021. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • BOK Financial Private Wealth held 3,417 shares of Waste Management worth $762K as of Q2 2026.
  • BOK Financial Private Wealth bought 2 Waste Management shares in Q2 2026, an estimated $445.
  • Waste Management made up 0.04% of BOK Financial Private Wealth's portfolio in Q2 2026, its #100 holding.
  • BOK Financial Private Wealth first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • BOK Financial Private Wealth's Waste Management position peaked at $1.56M in Q4 2021.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.