DWM
WM icon

Dakota Wealth Management’s Waste Management WM Stock Holding History

Dakota 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 		$17.5M Buy
78,455
+5,757
+8% +$1.28M 0.33% 69
2026
Q1 		$16.7M Buy
72,698
+2,169
+3% +$498K 0.36% 68
2025
Q4 		$15.5M Buy
70,529
+4,713
+7% +$1M 0.27% 68
2025
Q3 		$14.5M Sell
65,816
-38,514
-37% -$8.67M 0.29% 69
2025
Q2 		$23.9M Buy
104,330
+35,172
+51% +$8.16M 0.5% 45
2025
Q1 		$16M Sell
69,158
-2,437
-3% -$540K 0.37% 55
2024
Q4 		$14.4M Sell
71,595
-219
-0.3% -$47K 0.33% 65
2024
Q3 		$14.9M Sell
71,814
-13,873
-16% -$2.89M 0.34% 65
2024
Q2 		$18.3M Buy
85,687
+1,399
+2% +$291K 0.43% 43
2024
Q1 		$18M Buy
84,288
+4,736
+6% +$931K 0.45% 44
2023
Q4 		$14.2M Sell
79,552
-12,314
-13% -$2.06M 0.55% 43
2023
Q3 		$14M Buy
91,866
+5,435
+6% +$879K 0.62% 37
2023
Q2 		$15M Buy
86,431
+20,326
+31% +$3.36M 0.71% 33
2023
Q1 		$10.8M Sell
66,105
-440
-0.7% -$67.4K 0.72% 33
2022
Q4 		$10.4M Sell
66,545
-520
-0.8% -$83.7K 0.74% 32
2022
Q3 		$10.7M Buy
67,065
+578
+0.9% +$95.4K 0.87% 25
2022
Q2 		$10.2M Buy
66,487
+816
+1% +$128K 0.94% 23
2022
Q1 		$10.4M Buy
65,671
+64,251
+4,525% +$9.74M 0.84% 25
2021
Q4 		$237K Hold
1,420
– – 0.03% 334
2021
Q3 		$212K Buy
+1,420
New +$213K 0.02% 321

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

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

Dakota Wealth Management increased its Waste Management (WM) stake by 7.9% in Q2 2026, buying an estimated $1.28M and bringing the position to 78,455 shares worth $17.5M. The position accounts for 0.33% of the portfolio, ranked #69.

Dakota Wealth Management first reported a position in WM in Q3 2021 and has held it in 20 quarters since. The position peaked at $23.9M in Q2 2025. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Dakota Wealth Management held 78,455 shares of Waste Management worth $17.5M as of Q2 2026.
  • Dakota Wealth Management bought 5,757 Waste Management shares in Q2 2026, an estimated $1.28M.
  • Waste Management made up 0.33% of Dakota Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Dakota Wealth Management first reported a position in Waste Management in Q3 2021 and has held it in 20 quarters since.
  • Dakota Wealth Management's Waste Management position peaked at $23.9M in Q2 2025.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.