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Cardinal Point Capital Management’s Waste Management WM Stock Holding History

Cardinal Point Capital 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 		$867K Buy
3,892
+1,217
+45% +$271K 0.05% 137
2026
Q1 		$615K Buy
2,675
+154
+6% +$35.4K 0.04% 160
2025
Q4 		$554K Buy
2,521
+56
+2% +$11.9K 0.04% 146
2025
Q3 		$537K Buy
2,465
+141
+6% +$31.8K 0.04% 147
2025
Q2 		$532K Buy
2,324
+147
+7% +$34.1K 0.04% 141
2025
Q1 		$504K Sell
2,177
-125
-5% -$27.7K 0.05% 117
2024
Q4 		$465K Buy
2,302
+130
+6% +$27.9K 0.07% 55
2024
Q3 		$451K Buy
+2,172
New +$453K 0.08% 57

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

Cardinal Point Capital Management's WM Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Waste Management (WM) stake by 45% in Q2 2026, buying an estimated $271K and bringing the position to 3,892 shares worth $867K. The position accounts for 0.05% of the portfolio, ranked #137.

Cardinal Point Capital Management first reported a position in WM in Q3 2024 and has held it in 8 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Cardinal Point Capital Management held 3,892 shares of Waste Management worth $867K as of Q2 2026.
  • Cardinal Point Capital Management bought 1,217 Waste Management shares in Q2 2026, an estimated $271K.
  • Waste Management made up 0.05% of Cardinal Point Capital Management's portfolio in Q2 2026, its #137 holding.
  • Cardinal Point Capital Management first reported a position in Waste Management in Q3 2024 and has held it in 8 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.