Core Wealth Partners’s Waste Management WM Stock Holding History

Core 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	$671K	Hold	3,010	–	–	0.29%	82
2026 Q1	$692K	Hold	3,010	–	–	0.32%	77
2025 Q4	$661K	Hold	3,010	–	–	0.3%	79
2025 Q3	$665K	Hold	3,010	–	–	0.31%	68
2025 Q2	$689K	Hold	3,010	–	–	0.35%	69
2025 Q1	$697K	Sell	3,010 -500	-14%	-$111K	0.41%	62
2024 Q4	$708K	Hold	3,510	–	–	0.41%	58
2024 Q3	$729K	Buy	+3,510	New	+$732K	0.44%	57
2023 Q1	–	Sell	-6,222	Closed	-$208K	–	142
2022 Q4	$208K	Buy	+6,222	New	+$1M	0.23%	92

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

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

Core Wealth Partners held its Waste Management (WM) position steady in Q2 2026 at 3,010 shares worth $671K. The position accounts for 0.29% of the portfolio, ranked #82.

Core Wealth Partners first reported a position in WM in Q4 2022 and has held it in 9 quarters since. The position peaked at $729K in Q3 2024. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Core Wealth Partners held 3,010 shares of Waste Management worth $671K as of Q2 2026.
Core Wealth Partners left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.29% of Core Wealth Partners's portfolio in Q2 2026, its #82 holding.
Core Wealth Partners first reported a position in Waste Management in Q4 2022 and has held it in 9 quarters since.
Core Wealth Partners's Waste Management position peaked at $729K in Q3 2024.
734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.