Burling Wealth Partners’s Waste Management WM Stock Holding History

Burling 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	$6.68M	Buy	29,988 +280	+0.9%	+$62.3K	0.98%	28
2026 Q1	$6.83M	Buy	29,708 +951	+3%	+$219K	1.1%	27
2025 Q4	$6.32M	Buy	28,757 +1,714	+6%	+$365K	0.98%	27
2025 Q3	$5.97M	Buy	27,043 +3,527	+15%	+$794K	0.99%	26
2025 Q2	$5.38M	Buy	23,516 +4,554	+24%	+$1.06M	0.99%	28
2025 Q1	$4.39M	Buy	18,962 +6,632	+54%	+$1.47M	0.92%	31
2024 Q4	$2.49M	Buy	+12,330	New	+$2.65M	0.51%	55

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Burling Wealth Partners increased its Waste Management (WM) stake by 0.94% in Q2 2026, buying an estimated $62.3K and bringing the position to 29,988 shares worth $6.68M. The position accounts for 0.98% of the portfolio, ranked #28.

Burling Wealth Partners first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.83M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Burling Wealth Partners held 29,988 shares of Waste Management worth $6.68M as of Q2 2026.
Burling Wealth Partners bought 280 Waste Management shares in Q2 2026, an estimated $62.3K.
Waste Management made up 0.98% of Burling Wealth Partners's portfolio in Q2 2026, its #28 holding.
Burling Wealth Partners first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
Burling Wealth Partners's Waste Management position peaked at $6.83M in Q1 2026.
2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.