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CM Wealth Advisors’s Waste Management WM Stock Holding History

CM 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 		$357K Sell
1,602
-319
-17% -$70.9K 0.06% 127
2026
Q1 		$441K Sell
1,921
-59
-3% -$13.6K 0.09% 89
2025
Q4 		$435K Buy
+1,980
New +$422K 0.1% 86
2024
Q2 		– Sell
-1,142
Closed -$240K – 183
2024
Q1 		$240K Buy
+1,142
New +$224K 0.07% 155
2023
Q2 		– Sell
-6,200
Closed -$1.01M – 434
2023
Q1 		$1.01M Buy
+6,200
New +$950K 0.2% 160

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

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

CM Wealth Advisors reduced its Waste Management (WM) stake by 17% in Q2 2026, selling an estimated $70.9K and leaving 1,602 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #127.

CM Wealth Advisors first reported a position in WM in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.01M in Q1 2023. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • CM Wealth Advisors held 1,602 shares of Waste Management worth $357K as of Q2 2026.
  • CM Wealth Advisors sold 319 Waste Management shares in Q2 2026, an estimated $70.9K.
  • Waste Management made up 0.06% of CM Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • CM Wealth Advisors first reported a position in Waste Management in Q1 2023 and has held it in 5 quarters since.
  • CM Wealth Advisors's Waste Management position peaked at $1.01M in Q1 2023.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.