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Delta Financial Advisors’s Waste Management WM Stock Holding History

Delta Financial Advisors’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 		$201K Hold
900
– – 0.05% 150
2026
Q1 		$207K Buy
+900
New +$207K 0.05% 144
2025
Q4 		– Sell
-1,100
Closed -$243K – 153
2025
Q3 		$243K Buy
+1,100
New +$248K 0.07% 137

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

Delta Financial Advisors's WM Position: Q2 2026 in Review

Delta Financial Advisors held its Waste Management (WM) position steady in Q2 2026 at 900 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #150.

Delta Financial Advisors first reported a position in WM in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q3 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Delta Financial Advisors held 900 shares of Waste Management worth $201K as of Q2 2026.
  • Delta Financial Advisors left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.05% of Delta Financial Advisors's portfolio in Q2 2026, its #150 holding.
  • Delta Financial Advisors first reported a position in Waste Management in Q3 2025 and has held it in 3 quarters since.
  • Delta Financial Advisors's Waste Management position peaked at $243K in Q3 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.