DWM
WM icon

Denver Wealth Management’s Waste Management WM Stock Holding History

Denver 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 		– Sell
-923
Closed -$212K – 116
2026
Q1 		$212K Hold
923
– – 0.07% 100
2025
Q4 		$203K Buy
923
+1
+0.1% +$213 0.07% 91
2025
Q3 		$204K Buy
922
+21
+2% +$4.73K 0.08% 90
2025
Q2 		$206K Buy
901
+1
+0.1% +$232 0.09% 85
2025
Q1 		$208K Buy
+900
New +$199K 0.1% 84

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

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

Denver Wealth Management sold out of Waste Management (WM) in Q2 2026, closing a stake of 923 shares — an estimated $212K sold.

Denver Wealth Management first reported a position in WM in Q1 2025 and held it in 5 quarters. The position peaked at $212K in Q1 2026. 2,351 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Denver Wealth Management reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Denver Wealth Management sold 923 Waste Management shares in Q2 2026, an estimated $212K.
  • Denver Wealth Management first reported a position in Waste Management in Q1 2025 and held it in 5 quarters.
  • Denver Wealth Management's Waste Management position peaked at $212K in Q1 2026.
  • 2,351 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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