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BSW Wealth Partners’s Waste Management WM Stock Holding History

BSW Wealth Partners’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 		– Sell
-933
Closed -$214K – 343
2026
Q1 		$214K Buy
+933
New +$214K 0.03% 294
2021
Q4 		– Sell
-1,618
Closed -$242K – 273
2021
Q3 		$242K Sell
1,618
-892
-36% -$133K 0.07% 215
2021
Q2 		$352K Buy
2,510
+404
+19% +$55.8K 0.1% 149
2021
Q1 		$272K Buy
2,106
+30
+1% +$3.51K 0.08% 155
2020
Q4 		$245K Buy
+2,076
New +$242K 0.08% 146

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

BSW Wealth Partners's WM Position: Q2 2026 in Review

BSW Wealth Partners sold out of Waste Management (WM) in Q2 2026, closing a stake of 933 shares — an estimated $214K sold.

BSW Wealth Partners first reported a position in WM in Q4 2020 and held it in 5 quarters. The position peaked at $352K in Q2 2021. 2,351 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • BSW Wealth Partners reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 933 Waste Management shares in Q2 2026, an estimated $214K.
  • BSW Wealth Partners first reported a position in Waste Management in Q4 2020 and held it in 5 quarters.
  • BSW Wealth Partners's Waste Management position peaked at $352K in Q2 2021.
  • 2,351 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.