Dynamic Wealth Strategies’s Waste Management WM Stock Holding History

Dynamic Wealth Strategies’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	$37K	Hold	166	–	–	0.02%	173
2026 Q1	$38.1K	Hold	166	–	–	0.02%	170
2025 Q4	$36.5K	Hold	166	–	–	0.02%	152
2025 Q3	$36.7K	Hold	166	–	–	0.02%	144
2025 Q2	$38K	Hold	166	–	–	0.03%	137
2025 Q1	$38.4K	Buy	+166	New	+$36.8K	0.03%	137
2024 Q4	–	Sell	-166	Closed	-$34K	–	223
2024 Q3	$34K	Hold	166	–	–	0.03%	152
2024 Q2	$35K	Hold	166	–	–	0.03%	134
2024 Q1	$35K	Hold	166	–	–	0.03%	139
2023 Q4	$29.7K	Buy	+166	New	+$27.8K	0.03%	136

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Dynamic Wealth Strategies's WM Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Waste Management (WM) position steady in Q2 2026 at 166 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #173.

Dynamic Wealth Strategies first reported a position in WM in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.4K in Q1 2025. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Dynamic Wealth Strategies held 166 shares of Waste Management worth $37K as of Q2 2026.
Dynamic Wealth Strategies left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.02% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #173 holding.
Dynamic Wealth Strategies first reported a position in Waste Management in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's Waste Management position peaked at $38.4K in Q1 2025.
734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.