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Bragg Financial Advisors’s Waste Management WM Stock Holding History

Bragg Financial 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 		$400K Sell
1,794
-21
-1% -$4.67K 0.01% 310
2026
Q1 		$417K Buy
1,815
+234
+15% +$53.8K 0.01% 295
2025
Q4 		$347K Hold
1,581
– – 0.01% 304
2025
Q3 		$349K Sell
1,581
-70
-4% -$15.8K 0.01% 300
2025
Q2 		$378K Buy
1,651
+5
+0.3% +$1.16K 0.01% 294
2025
Q1 		$381K Hold
1,646
– – 0.02% 279
2024
Q4 		$332K Sell
1,646
-95
-5% -$20.4K 0.01% 289
2024
Q3 		$361K Buy
1,741
+44
+3% +$9.18K 0.01% 273
2024
Q2 		$362K Buy
1,697
+223
+15% +$46.4K 0.02% 265
2024
Q1 		$314K Sell
1,474
-175
-11% -$34.4K 0.01% 279
2023
Q4 		$295K Sell
1,649
-345
-17% -$57.8K 0.01% 276
2023
Q3 		$304K Sell
1,994
-650
-25% -$105K 0.02% 276
2023
Q2 		$459K Buy
2,644
+1,000
+61% +$165K 0.03% 249
2023
Q1 		$268K Sell
1,644
-70
-4% -$10.7K 0.02% 286
2022
Q4 		$269K Sell
1,714
-6
-0.3% -$965 0.02% 282
2022
Q3 		$276K Hold
1,720
– – 0.02% 264
2022
Q2 		$263K Sell
1,720
-43
-2% -$6.74K 0.02% 276
2022
Q1 		$279K Buy
1,763
+223
+14% +$33.8K 0.02% 286
2021
Q4 		$230K Hold
1,540
– – 0.01% 285
2021
Q3 		$230K Hold
1,540
– – 0.01% 285
2021
Q2 		$216K Buy
+1,540
New +$213K 0.01% 294
2014
Q3 		– Sell
-10,370
Closed -$464K – 230
2014
Q2 		$464K Hold
10,370
– – 0.11% 184
2014
Q1 		$436K Hold
10,370
– – 0.11% 185
2013
Q4 		$465K Hold
10,370
– – 0.11% 185
2013
Q3 		$428K Hold
10,370
– – 0.11% 188
2013
Q2 		$418K Buy
+10,370
New +$419K 0.11% 183

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

Bragg Financial Advisors's WM Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Waste Management (WM) stake by 1.2% in Q2 2026, selling an estimated $4.67K and leaving 1,794 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #310.

Bragg Financial Advisors first reported a position in WM in Q2 2013 and has held it in 26 quarters since. The position peaked at $465K in Q4 2013. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Bragg Financial Advisors held 1,794 shares of Waste Management worth $400K as of Q2 2026.
  • Bragg Financial Advisors sold 21 Waste Management shares in Q2 2026, an estimated $4.67K.
  • Waste Management made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #310 holding.
  • Bragg Financial Advisors first reported a position in Waste Management in Q2 2013 and has held it in 26 quarters since.
  • Bragg Financial Advisors's Waste Management position peaked at $465K in Q4 2013.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.