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Cornerstone Planning Group’s Waste Management WM Stock Holding History

Cornerstone Planning 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 		$30.3K Buy
128
+9
+8% +$2K ﹤0.01% 544
2026
Q1 		$26.5K Buy
119
+41
+53% +$9.42K ﹤0.01% 583
2025
Q4 		$18.1K Sell
78
-55
-41% -$11.7K ﹤0.01% 615
2025
Q3 		$2.03K Buy
133
+67
+102% +$15.1K ﹤0.01% 1157
2025
Q2 		$15.2K Sell
66
-134
-67% -$31.1K ﹤0.01% 472
2025
Q1 		$45.8K Buy
200
+23
+13% +$5.09K 0.01% 251
2024
Q4 		$37.8K Buy
177
+11
+7% +$2.36K 0.01% 219
2024
Q3 		$36.4K Sell
166
-132
-44% -$27.5K 0.01% 225
2024
Q2 		$60.1K Buy
298
+5
+2% +$1.04K 0.02% 179
2024
Q1 		$60.9K Buy
293
+269
+1,121% +$52.9K 0.02% 156
2023
Q4 		$4.3K Sell
24
-12
-33% -$2.01K ﹤0.01% 546
2023
Q3 		$5.49K Buy
36
+2
+6% +$324 ﹤0.01% 515
2023
Q2 		$5.9K Buy
+34
New +$5.62K ﹤0.01% 830
2022
Q4 		$11K Buy
+73
New +$11.7K ﹤0.01% 604

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

Cornerstone Planning Group's WM Position: Q2 2026 in Review

Cornerstone Planning Group increased its Waste Management (WM) stake by 7.6% in Q2 2026, buying an estimated $2K and bringing the position to 128 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Cornerstone Planning Group first reported a position in WM in Q4 2022 and has held it in 14 quarters since. The position peaked at $60.9K in Q1 2024. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Cornerstone Planning Group held 128 shares of Waste Management worth $30.3K as of Q2 2026.
  • Cornerstone Planning Group bought 9 Waste Management shares in Q2 2026, an estimated $2K.
  • Waste Management made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #544 holding.
  • Cornerstone Planning Group first reported a position in Waste Management in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Waste Management position peaked at $60.9K in Q1 2024.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.