Capital Asset Advisory Services’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$248K Buy
+1,113
New +$248K 0.01% 316
2022
Q4
Sell
-1,660
Closed -$266K 534
2022
Q3
$266K Buy
+1,660
New +$274K 0.03% 262
2021
Q1
Sell
-400
Closed -$47K 1508
2020
Q4
$47K Buy
+400
New +$46.6K 0.01% 636

Other funds holding WM

Capital Asset Advisory Services's WM Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Waste Management (WM) in Q2 2026: 1,113 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in WM as recently as Q3 2022.

Capital Asset Advisory Services first reported a position in WM in Q4 2020 and has held it in 3 quarters since. The position peaked at $266K in Q3 2022. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Capital Asset Advisory Services held 1,113 shares of Waste Management worth $248K as of Q2 2026.
  • Waste Management was a new Capital Asset Advisory Services position in Q2 2026.
  • Waste Management made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #316 holding.
  • Capital Asset Advisory Services first reported a position in Waste Management in Q4 2020 and has held it in 3 quarters since.
  • Capital Asset Advisory Services's Waste Management position peaked at $266K in Q3 2022.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.