BWM
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Bullock Wealth Management’s Waste Management WM Stock Holding History

Bullock Wealth Management’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 		$362K Buy
1,617
+751
+87% +$167K 0.16% 130
2026
Q1 		$200K Sell
866
-41
-5% -$9.42K 0.1% 165
2025
Q4 		$199K Buy
907
+144
+19% +$30.7K 0.1% 164
2025
Q3 		$168K Sell
763
-11
-1% -$2.48K 0.08% 173
2025
Q2 		$177K Sell
774
-30
-4% -$6.96K 0.09% 159
2025
Q1 		$188K Sell
804
-23
-3% -$5.09K 0.11% 150
2024
Q4 		$167K Sell
827
-75
-8% -$16.1K 0.1% 169
2024
Q3 		$188K Sell
902
-24
-3% -$5.01K 0.11% 151
2024
Q2 		$194K Sell
926
-2
-0.2% -$416 0.13% 135
2024
Q1 		$198K Buy
+928
New +$182K 0.13% 139

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's WM Position: Q2 2026 in Review

Bullock Wealth Management increased its Waste Management (WM) stake by 87% in Q2 2026, buying an estimated $167K and bringing the position to 1,617 shares worth $362K. The position accounts for 0.16% of the portfolio, ranked #130.

Bullock Wealth Management first reported a position in WM in Q1 2024 and has held it in 10 quarters since. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Bullock Wealth Management held 1,617 shares of Waste Management worth $362K as of Q2 2026.
  • Bullock Wealth Management bought 751 Waste Management shares in Q2 2026, an estimated $167K.
  • Waste Management made up 0.16% of Bullock Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Bullock Wealth Management first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.