Diversify Wealth Management’s Waste Management WM Stock Holding History

Diversify 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	$6.45M	Sell	27,101 -3,359	-11%	-$747K	0.11%	190
2026 Q1	$7.02M	Buy	30,460 +15,339	+101%	+$3.52M	0.13%	173
2025 Q4	$3.27M	Buy	15,121 +1,196	+9%	+$255K	0.15%	168
2025 Q3	$2.74M	Buy	13,925 +854	+7%	+$192K	0.16%	158
2025 Q2	$3.05M	Buy	13,071 +1,055	+9%	+$245K	0.19%	144
2025 Q1	$2.75M	Sell	12,016 -549	-4%	-$122K	0.2%	136
2024 Q4	$2.6M	Buy	12,565 +1,453	+13%	+$312K	0.2%	129
2024 Q3	$2.35M	Sell	11,112 -3,678	-25%	-$767K	0.23%	114
2024 Q2	$2.98M	Buy	+14,790	New	+$3.07M	0.37%	67

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Diversify Wealth Management reduced its Waste Management (WM) stake by 11% in Q2 2026, selling an estimated $747K and leaving 27,101 shares worth $6.45M. The position accounts for 0.11% of the portfolio, ranked #190.

Diversify Wealth Management first reported a position in WM in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.02M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Diversify Wealth Management held 27,101 shares of Waste Management worth $6.45M as of Q2 2026.
Diversify Wealth Management sold 3,359 Waste Management shares in Q2 2026, an estimated $747K.
Waste Management made up 0.11% of Diversify Wealth Management's portfolio in Q2 2026, its #190 holding.
Diversify Wealth Management first reported a position in Waste Management in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Waste Management position peaked at $7.02M in Q1 2026.
2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.