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Concord Wealth Partners’s Waste Management WM Stock Holding History

Concord Wealth Partners’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 		$119K Buy
+534
New +$119K 0.01% 271
2026
Q1 		– Sell
-533
Closed -$117K – 793
2025
Q4 		$117K Buy
533
+1
+0.2% +$213 0.02% 238
2025
Q3 		$118K Sell
532
-166
-24% -$37.4K 0.02% 242
2025
Q2 		$160K Hold
698
– – 0.02% 221
2025
Q1 		$162K Buy
698
+207
+42% +$45.8K 0.03% 202
2024
Q4 		$99K Buy
491
+44
+10% +$9.45K 0.02% 252
2024
Q3 		$92.7K Hold
447
– – 0.02% 266
2024
Q2 		$95.3K Hold
447
– – 0.02% 248
2024
Q1 		$95.2K Hold
447
– – 0.02% 276
2023
Q4 		$80K Sell
447
-164
-27% -$27.5K 0.02% 301
2023
Q3 		$93.1K Sell
611
-5
-0.8% -$809 0.02% 293
2023
Q2 		$107K Buy
616
+7
+1% +$1.16K 0.02% 270
2023
Q1 		$99.3K Sell
609
-25
-4% -$3.83K 0.03% 251
2022
Q4 		$99.4K Sell
634
-716
-53% -$115K 0.03% 254
2022
Q3 		$216K Sell
1,350
-73
-5% -$12.1K 0.07% 151
2022
Q2 		$218K Sell
1,423
-89
-6% -$13.9K 0.06% 155
2022
Q1 		$240K Sell
1,512
-3
-0.2% -$455 0.06% 158
2021
Q4 		$253K Buy
1,515
+614
+68% +$98.7K 0.06% 157
2021
Q3 		$135K Sell
901
-216
-19% -$32.3K 0.06% 111
2021
Q2 		$157K Sell
1,117
-86
-7% -$11.9K 0.05% 167
2021
Q1 		$155K Buy
1,203
+848
+239% +$99.1K 0.05% 155
2020
Q4 		$42K Buy
+355
New +$41.4K 0.03% 229

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

Concord Wealth Partners's WM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Waste Management (WM) in Q2 2026: 534 shares worth $119K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WM as recently as Q4 2025.

Concord Wealth Partners first reported a position in WM in Q4 2020 and has held it in 22 quarters since. The position peaked at $253K in Q4 2021. 2,351 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Concord Wealth Partners held 534 shares of Waste Management worth $119K as of Q2 2026.
  • Waste Management was a new Concord Wealth Partners position in Q2 2026.
  • Waste Management made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #271 holding.
  • Concord Wealth Partners first reported a position in Waste Management in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Waste Management position peaked at $253K in Q4 2021.
  • 2,351 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.