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Dynasty Wealth Management’s Waste Management WM Stock Holding History

Dynasty 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 		$1.17M Sell
5,256
-256
-5% -$56.9K 0.01% 175
2026
Q1 		$1.27M Buy
5,512
+102
+2% +$23.4K 0.01% 161
2025
Q4 		$1.19M Sell
5,410
-574
-10% -$122K 0.01% 173
2025
Q3 		$1.32M Sell
5,984
-487
-8% -$110K 0.02% 146
2025
Q2 		$1.48M Sell
6,471
-44
-0.7% -$10.2K 0.03% 110
2025
Q1 		$1.51M Sell
6,515
-65
-1% -$14.4K 0.03% 117
2024
Q4 		$1.33M Buy
6,580
+395
+6% +$84.8K 0.02% 125
2024
Q3 		$1.28M Sell
6,185
-105
-2% -$21.9K 0.04% 115
2024
Q2 		$1.34M Buy
6,290
+199
+3% +$41.4K 0.04% 106
2024
Q1 		$1.3M Buy
+6,091
New +$1.2M 0.04% 101

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

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

Dynasty Wealth Management reduced its Waste Management (WM) stake by 4.6% in Q2 2026, selling an estimated $56.9K and leaving 5,256 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #175.

Dynasty Wealth Management first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.51M in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Dynasty Wealth Management held 5,256 shares of Waste Management worth $1.17M as of Q2 2026.
  • Dynasty Wealth Management sold 256 Waste Management shares in Q2 2026, an estimated $56.9K.
  • Waste Management made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Dynasty Wealth Management first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • Dynasty Wealth Management's Waste Management position peaked at $1.51M in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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