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Dogwood Wealth Management’s Waste Management WM Stock Holding History

Dogwood 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 		$335K Sell
1,503
-131
-8% -$29.1K 0.13% 59
2026
Q1 		$375K Sell
1,634
-734
-31% -$169K 0.16% 60
2025
Q4 		$520K Sell
2,368
-675
-22% -$144K 0.23% 67
2025
Q3 		$672K Buy
3,043
+99
+3% +$22.3K 0.31% 64
2025
Q2 		$662K Sell
2,944
-178
-6% -$41.3K 0.32% 67
2025
Q1 		$723K Buy
3,122
+102
+3% +$22.6K 0.38% 58
2024
Q4 		$609K Buy
3,020
+852
+39% +$183K 0.32% 64
2024
Q3 		$450K Buy
2,168
+201
+10% +$41.9K 0.26% 77
2024
Q2 		$420K Buy
1,967
+328
+20% +$68.2K 0.26% 54
2024
Q1 		$349K Buy
1,639
+123
+8% +$24.2K 0.24% 61
2023
Q4 		$271K Buy
+1,516
New +$254K 0.21% 64

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

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

Dogwood Wealth Management reduced its Waste Management (WM) stake by 8% in Q2 2026, selling an estimated $29.1K and leaving 1,503 shares worth $335K. The position accounts for 0.13% of the portfolio, ranked #59.

Dogwood Wealth Management first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $723K in Q1 2025. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Dogwood Wealth Management held 1,503 shares of Waste Management worth $335K as of Q2 2026.
  • Dogwood Wealth Management sold 131 Waste Management shares in Q2 2026, an estimated $29.1K.
  • Waste Management made up 0.13% of Dogwood Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Dogwood Wealth Management first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Waste Management position peaked at $723K in Q1 2025.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.