Compton Wealth Advisory Group’s Waste Management WM Stock Holding History

Compton Wealth Advisory Group’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	$316K	Sell	1,412 -450	-24%	-$100K	0.06%	77
2026 Q1	$430K	Hold	1,862	–	–	0.1%	70
2025 Q4	$409K	Hold	1,862	–	–	0.09%	70
2025 Q3	$411K	Sell	1,862 -133	-7%	-$30K	0.1%	67
2025 Q2	$457K	Hold	1,995	–	–	0.12%	69
2025 Q1	$462K	Sell	1,995 -147	-7%	-$32.6K	0.13%	66
2024 Q4	$432K	Hold	2,142	–	–	0.11%	82
2024 Q3	$445K	Hold	2,142	–	–	0.11%	83
2024 Q2	$457K	Buy	2,142 +147	+7%	+$30.6K	0.12%	77
2024 Q1	$425K	Hold	1,995	–	–	0.12%	79
2023 Q4	$357K	Hold	1,995	–	–	0.11%	72
2023 Q3	$304K	Hold	1,995	–	–	0.1%	81
2023 Q2	$346K	Hold	1,995	–	–	0.12%	77
2023 Q1	$326K	Sell	1,995 -81	-4%	-$12.4K	0.11%	77
2022 Q4	$326K	Hold	2,076	–	–	0.13%	82
2022 Q3	$333K	Sell	2,076 -629	-23%	-$104K	0.14%	75
2022 Q2	$414K	Sell	2,705 -760	-22%	-$119K	0.18%	79
2022 Q1	$549K	Buy	+3,465	New	+$525K	0.21%	76

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

Compton Wealth Advisory Group's WM Position: Q2 2026 in Review

Compton Wealth Advisory Group reduced its Waste Management (WM) stake by 24% in Q2 2026, selling an estimated $100K and leaving 1,412 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #77.

Compton Wealth Advisory Group first reported a position in WM in Q1 2022 and has held it in 18 quarters since. The position peaked at $549K in Q1 2022. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Compton Wealth Advisory Group held 1,412 shares of Waste Management worth $316K as of Q2 2026.
Compton Wealth Advisory Group sold 450 Waste Management shares in Q2 2026, an estimated $100K.
Waste Management made up 0.06% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #77 holding.
Compton Wealth Advisory Group first reported a position in Waste Management in Q1 2022 and has held it in 18 quarters since.
Compton Wealth Advisory Group's Waste Management position peaked at $549K in Q1 2022.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.