CWM
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Chesapeake Wealth Management’s Waste Management WM Stock Holding History

Chesapeake 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 		$266K Sell
1,194
-450
-27% -$100K 0.07% 149
2026
Q1 		$378K Buy
1,644
+365
+29% +$83.9K 0.12% 121
2025
Q4 		$281K Buy
1,279
+9
+0.7% +$1.92K 0.08% 135
2025
Q3 		$280K Sell
1,270
-15
-1% -$3.38K 0.09% 138
2025
Q2 		$294K Sell
1,285
-51
-4% -$11.8K 0.1% 132
2025
Q1 		$309K Sell
1,336
-43
-3% -$9.52K 0.11% 125
2024
Q4 		$278K Sell
1,379
-160
-10% -$34.4K 0.1% 138
2024
Q3 		$319K Buy
1,539
+65
+4% +$13.6K 0.11% 128
2024
Q2 		$314K Sell
1,474
-108
-7% -$22.4K 0.11% 127
2024
Q1 		$337K Sell
1,582
-2
-0.1% -$393 0.12% 123
2023
Q4 		$284K Sell
1,584
-155
-9% -$26K 0.11% 131
2023
Q3 		$265K Sell
1,739
-7
-0.4% -$1.13K 0.11% 132
2023
Q2 		$303K Sell
1,746
-150
-8% -$24.8K 0.12% 127
2023
Q1 		$309K Sell
1,896
-463
-20% -$70.9K 0.13% 126
2022
Q4 		$370K Sell
2,359
-155
-6% -$24.9K 0.16% 115
2022
Q3 		$403K Sell
2,514
-306
-11% -$50.5K 0.18% 110
2022
Q2 		$431K Sell
2,820
-166
-6% -$26K 0.18% 118
2022
Q1 		$474K Sell
2,986
-238
-7% -$36.1K 0.17% 120
2021
Q4 		$538K Sell
3,224
-125
-4% -$20.1K 0.18% 117
2021
Q3 		$500K Sell
3,349
-717
-18% -$107K 0.18% 121
2021
Q2 		$570K Sell
4,066
-816
-17% -$113K 0.18% 119
2021
Q1 		$630K Sell
4,882
-3,206
-40% -$375K 0.21% 106
2020
Q4 		$954K Sell
8,088
-6,340
-44% -$739K 0.32% 85
2020
Q3 		$1.63M Sell
14,428
-1,127
-7% -$125K 0.61% 39
2020
Q2 		$1.65M Buy
15,555
+282
+2% +$28.5K 0.66% 34
2020
Q1 		$1.41M Buy
15,273
+288
+2% +$33K 0.65% 35
2019
Q4 		$1.71M Buy
14,985
+402
+3% +$45.4K 0.66% 37
2019
Q3 		$1.68M Buy
14,583
+625
+4% +$73K 0.68% 34
2019
Q2 		$1.61M Buy
13,958
+5,575
+67% +$605K 0.67% 35
2019
Q1 		$871K Buy
+8,383
New +$818K 0.38% 75

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

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

Chesapeake Wealth Management reduced its Waste Management (WM) stake by 27% in Q2 2026, selling an estimated $100K and leaving 1,194 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #149.

Chesapeake Wealth Management first reported a position in WM in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.71M in Q4 2019. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Chesapeake Wealth Management held 1,194 shares of Waste Management worth $266K as of Q2 2026.
  • Chesapeake Wealth Management sold 450 Waste Management shares in Q2 2026, an estimated $100K.
  • Waste Management made up 0.07% of Chesapeake Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Chesapeake Wealth Management first reported a position in Waste Management in Q1 2019 and has held it in 30 quarters since.
  • Chesapeake Wealth Management's Waste Management position peaked at $1.71M in Q4 2019.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.