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Buck Wealth Strategies’s Waste Management WM Stock Holding History

Buck Wealth Strategies’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 		$13.9M Buy
62,394
+5,287
+9% +$1.18M 1.45% 19
2026
Q1 		$13.1M Buy
57,107
+1,171
+2% +$269K 1.62% 23
2025
Q4 		$12.3M Buy
55,936
+6,952
+14% +$1.48M 1.56% 22
2025
Q3 		$10.8M Buy
48,984
+1,160
+2% +$261K 1.48% 26
2025
Q2 		$10.9M Buy
47,824
+3,955
+9% +$917K 1.67% 20
2025
Q1 		$10.2M Sell
43,869
-472
-1% -$105K 1.85% 18
2024
Q4 		$8.95M Buy
44,341
+3,501
+9% +$752K 1.86% 25
2024
Q3 		$8.48M Sell
40,840
-6,050
-13% -$1.26M 2.67% 8
2024
Q2 		$10M Buy
46,890
+3,382
+8% +$703K 2.95% 6
2024
Q1 		$9.27M Buy
43,508
+75
+0.2% +$14.7K 3.19% 5
2023
Q4 		$7.78M Buy
43,433
+4,234
+11% +$710K 2.88% 10
2023
Q3 		$5.98M Buy
39,199
+3,492
+10% +$565K 2.4% 10
2023
Q2 		$6.19M Buy
35,707
+1,619
+5% +$268K 2.69% 5
2023
Q1 		$5.56M Buy
+34,088
New +$5.22M 2.71% 5
2022
Q3 		$5.48M Buy
+35,963
New +$5.94M 2.56% 12

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

Buck Wealth Strategies's WM Position: Q2 2026 in Review

Buck Wealth Strategies increased its Waste Management (WM) stake by 9.3% in Q2 2026, buying an estimated $1.18M and bringing the position to 62,394 shares worth $13.9M. The position accounts for 1.45% of the portfolio, ranked #19.

Buck Wealth Strategies first reported a position in WM in Q3 2022 and has held it in 15 quarters since. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Buck Wealth Strategies held 62,394 shares of Waste Management worth $13.9M as of Q2 2026.
  • Buck Wealth Strategies bought 5,287 Waste Management shares in Q2 2026, an estimated $1.18M.
  • Waste Management made up 1.45% of Buck Wealth Strategies's portfolio in Q2 2026, its #19 holding.
  • Buck Wealth Strategies first reported a position in Waste Management in Q3 2022 and has held it in 15 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.