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

Copia 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 		$3.37K Buy
15
+8
+114% +$1.78K ﹤0.01% 428
2026
Q1 		$1.63K Hold
7
– – ﹤0.01% 445
2025
Q4 		$1.54K Hold
7
– – ﹤0.01% 452
2025
Q3 		$1.55K Hold
7
– – ﹤0.01% 419
2025
Q2 		$1.6K Hold
7
– – ﹤0.01% 404
2025
Q1 		$1.62K Hold
7
– – ﹤0.01% 392
2024
Q4 		$1.41K Buy
+7
New +$1.5K ﹤0.01% 368

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

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

Copia Wealth Management increased its Waste Management (WM) stake by 114% in Q2 2026, buying an estimated $1.78K and bringing the position to 15 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Copia Wealth Management first reported a position in WM in Q4 2024 and has held it in 7 quarters since. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Copia Wealth Management held 15 shares of Waste Management worth $3.37K as of Q2 2026.
  • Copia Wealth Management bought 8 Waste Management shares in Q2 2026, an estimated $1.78K.
  • Waste Management made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #428 holding.
  • Copia Wealth Management first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.