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Broadway Wealth Solutions’s Waste Management WM Stock Holding History

Broadway Wealth Solutions’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 		$393K Buy
1,761
+123
+8% +$27.4K 0.18% 40
2026
Q1 		$376K Buy
1,638
+50
+3% +$11.5K 0.19% 47
2025
Q4 		$349K Buy
1,588
+44
+3% +$9.38K 0.19% 54
2025
Q3 		$341K Buy
1,544
+94
+6% +$21.2K 0.19% 52
2025
Q2 		$332K Sell
1,450
-26
-2% -$6.03K 0.21% 49
2025
Q1 		$342K Sell
1,476
-87
-6% -$19.3K 0.25% 38
2024
Q4 		$315K Buy
+1,563
New +$336K 0.24% 49

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

Broadway Wealth Solutions's WM Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Waste Management (WM) stake by 7.5% in Q2 2026, buying an estimated $27.4K and bringing the position to 1,761 shares worth $393K. The position accounts for 0.18% of the portfolio, ranked #40.

Broadway Wealth Solutions first reported a position in WM in Q4 2024 and has held it in 7 quarters since. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Broadway Wealth Solutions held 1,761 shares of Waste Management worth $393K as of Q2 2026.
  • Broadway Wealth Solutions bought 123 Waste Management shares in Q2 2026, an estimated $27.4K.
  • Waste Management made up 0.18% of Broadway Wealth Solutions's portfolio in Q2 2026, its #40 holding.
  • Broadway Wealth Solutions first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.