Comprehensive Financial Planning’s Waste Management WM Stock Holding History

Comprehensive Financial Planning’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	$1.04M	Sell	4,657 -210	-4%	-$46.7K	0.55%	51
2026 Q1	$1.12M	Sell	4,867 -50	-1%	-$11.5K	0.77%	41
2025 Q4	$1.08M	Sell	4,917 -12	-0.2%	-$2.56K	0.71%	37
2025 Q3	$1.09M	Buy	4,929 +17	+0.3%	+$3.83K	0.75%	36
2025 Q2	$1.12M	Buy	4,912 +286	+6%	+$66.3K	0.88%	30
2025 Q1	$1.07M	Buy	4,626 +1,522	+49%	+$337K	1.04%	25
2024 Q4	$626K	Buy	+3,104	New	+$667K	0.53%	44

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

Comprehensive Financial Planning's WM Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Waste Management (WM) stake by 4.3% in Q2 2026, selling an estimated $46.7K and leaving 4,657 shares worth $1.04M. The position accounts for 0.55% of the portfolio, ranked #51.

Comprehensive Financial Planning first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q2 2025. 2,355 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Comprehensive Financial Planning held 4,657 shares of Waste Management worth $1.04M as of Q2 2026.
Comprehensive Financial Planning sold 210 Waste Management shares in Q2 2026, an estimated $46.7K.
Waste Management made up 0.55% of Comprehensive Financial Planning's portfolio in Q2 2026, its #51 holding.
Comprehensive Financial Planning first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Waste Management position peaked at $1.12M in Q2 2025.
2,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.