Duncan Williams Asset Management’s Waste Management WM Stock Holding History

Duncan Williams Asset 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	$562K	Hold	2,520	–	–	0.13%	92
2026 Q1	$579K	Hold	2,520	–	–	0.16%	83
2025 Q4	$571K	Hold	2,520	–	–	0.14%	94
2025 Q3	$556K	Hold	2,520	–	–	0.16%	97
2025 Q2	$577K	Buy	2,520 +500	+25%	+$116K	0.18%	84
2025 Q1	$468K	Hold	2,020	–	–	0.17%	84
2024 Q4	$408K	Hold	2,020	–	–	0.16%	94
2024 Q3	$419K	Sell	2,020 -5	-0.2%	-$1.04K	0.23%	75
2024 Q2	$432K	Hold	2,025	–	–	0.36%	46
2024 Q1	$432K	Buy	+2,025	New	+$398K	0.39%	45

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

Duncan Williams Asset Management's WM Position: Q2 2026 in Review

Duncan Williams Asset Management held its Waste Management (WM) position steady in Q2 2026 at 2,520 shares worth $562K. The position accounts for 0.13% of the portfolio, ranked #92.

Duncan Williams Asset Management first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $579K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Duncan Williams Asset Management held 2,520 shares of Waste Management worth $562K as of Q2 2026.
Duncan Williams Asset Management left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.13% of Duncan Williams Asset Management's portfolio in Q2 2026, its #92 holding.
Duncan Williams Asset Management first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
Duncan Williams Asset Management's Waste Management position peaked at $579K in Q1 2026.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.