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Capital Advisors Wealth Management’s Waste Management WM Stock Holding History

Capital Advisors 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 		$345K Buy
1,549
+29
+2% +$6.45K 0.04% 173
2026
Q1 		$349K Buy
1,520
+73
+5% +$16.8K 0.05% 157
2025
Q4 		$318K Sell
1,447
-194
-12% -$41.3K 0.04% 164
2025
Q3 		$362K Buy
1,641
+59
+4% +$13.3K 0.05% 150
2025
Q2 		$362K Sell
1,582
-367
-19% -$85.1K 0.06% 136
2025
Q1 		$451K Buy
1,949
+4
+0.2% +$886 0.08% 112
2024
Q4 		$393K Buy
1,945
+5
+0.3% +$1.07K 0.07% 113
2024
Q3 		$403K Buy
1,940
+94
+5% +$19.6K 0.07% 108
2024
Q2 		$394K Buy
1,846
+329
+22% +$68.4K 0.08% 97
2024
Q1 		$323K Buy
1,517
+33
+2% +$6.49K 0.07% 112
2023
Q4 		$266K Buy
1,484
+4
+0.3% +$671 0.06% 119
2023
Q3 		$226K Buy
1,480
+3
+0.2% +$485 0.06% 119
2023
Q2 		$256K Buy
+1,477
New +$244K 0.07% 108
2023
Q1 		– Sell
-1,991
Closed -$312K – 153
2022
Q4 		$312K Buy
1,991
+19
+1% +$3.06K 0.09% 94
2022
Q3 		$316K Buy
1,972
+38
+2% +$6.27K 0.1% 89
2022
Q2 		$296K Buy
1,934
+39
+2% +$6.11K 0.1% 88
2022
Q1 		$300K Buy
1,895
+267
+16% +$40.5K 0.09% 91
2021
Q4 		$272K Buy
1,628
+79
+5% +$12.7K 0.08% 100
2021
Q3 		$231K Buy
1,549
+103
+7% +$15.4K 0.08% 92
2021
Q2 		$203K Buy
+1,446
New +$200K 0.08% 93

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

Capital Advisors Wealth Management's WM Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Waste Management (WM) stake by 1.9% in Q2 2026, buying an estimated $6.45K and bringing the position to 1,549 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #173.

Capital Advisors Wealth Management first reported a position in WM in Q2 2021 and has held it in 20 quarters since. The position peaked at $451K in Q1 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Capital Advisors Wealth Management held 1,549 shares of Waste Management worth $345K as of Q2 2026.
  • Capital Advisors Wealth Management bought 29 Waste Management shares in Q2 2026, an estimated $6.45K.
  • Waste Management made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Capital Advisors Wealth Management first reported a position in Waste Management in Q2 2021 and has held it in 20 quarters since.
  • Capital Advisors Wealth Management's Waste Management position peaked at $451K in Q1 2025.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.