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Carolina Wealth Advisors’s Waste Management WM Stock Holding History

Carolina Wealth Advisors’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 		$25.6K Hold
115
– – 0.01% 146
2026
Q1 		$26.4K Hold
115
– – 0.01% 125
2025
Q4 		$25.3K Hold
115
– – 0.01% 143
2025
Q3 		$25.4K Hold
115
– – 0.01% 133
2025
Q2 		$26.3K Hold
115
– – 0.01% 113
2025
Q1 		$26.6K Hold
115
– – 0.01% 106
2024
Q4 		$23.2K Hold
115
– – 0.01% 119
2024
Q3 		$23.9K Hold
115
– – 0.01% 140
2024
Q2 		$24.5K Hold
115
– – 0.01% 115
2024
Q1 		$24.5K Hold
115
– – 0.01% 123
2023
Q4 		$20.6K Hold
115
– – 0.01% 137
2023
Q3 		$17.5K Buy
115
+55
+92% +$8.9K 0.01% 150
2023
Q2 		$10.4K Buy
+60
New +$9.92K 0.01% 151

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Carolina Wealth Advisors's WM Position: Q2 2026 in Review

Carolina Wealth Advisors held its Waste Management (WM) position steady in Q2 2026 at 115 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #146.

Carolina Wealth Advisors first reported a position in WM in Q2 2023 and has held it in 13 quarters since. The position peaked at $26.6K in Q1 2025. 396 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Carolina Wealth Advisors held 115 shares of Waste Management worth $25.6K as of Q2 2026.
  • Carolina Wealth Advisors left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • Carolina Wealth Advisors first reported a position in Waste Management in Q2 2023 and has held it in 13 quarters since.
  • Carolina Wealth Advisors's Waste Management position peaked at $26.6K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.