Castle Wealth Management’s Waste Management WM Stock Holding History

Castle 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	$208K	Buy	933 +14	+2%	+$3.11K	0.06%	140
2026 Q1	$211K	Hold	919	–	–	0.07%	128
2025 Q4	$202K	Hold	919	–	–	0.07%	129
2025 Q3	$203K	Hold	919	–	–	0.07%	127
2025 Q2	$210K	Hold	919	–	–	0.08%	116
2025 Q1	$213K	Buy	+919	New	+$204K	0.08%	119
2022 Q4	–	Sell	-700	Closed	-$112K	–	640
2022 Q3	$112K	Hold	700	–	–	0.07%	140
2022 Q2	$107K	Buy	+700	New	+$110K	0.06%	142

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

Castle Wealth Management's WM Position: Q2 2026 in Review

Castle Wealth Management increased its Waste Management (WM) stake by 1.5% in Q2 2026, buying an estimated $3.11K and bringing the position to 933 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #140.

Castle Wealth Management first reported a position in WM in Q2 2022 and has held it in 8 quarters since. The position peaked at $213K in Q1 2025. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Castle Wealth Management held 933 shares of Waste Management worth $208K as of Q2 2026.
Castle Wealth Management bought 14 Waste Management shares in Q2 2026, an estimated $3.11K.
Waste Management made up 0.06% of Castle Wealth Management's portfolio in Q2 2026, its #140 holding.
Castle Wealth Management first reported a position in Waste Management in Q2 2022 and has held it in 8 quarters since.
Castle Wealth Management's Waste Management position peaked at $213K in Q1 2025.
2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.