Edge Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.8M | Buy |
75,437
+157
| +0.2% | +$34.9K | 2.83% | 14 |
|
|
2026
Q1 | $17.3M | Sell |
75,280
-726
| -1% | -$167K | 2.96% | 13 |
|
|
2025
Q4 | $16.7M | Sell |
76,006
-697
| -0.9% | -$149K | 2.95% | 13 |
|
|
2025
Q3 | $16.9M | Buy |
76,703
+69
| +0.1% | +$15.5K | 3% | 12 |
|
|
2025
Q2 | $17.5M | Sell |
76,634
-940
| -1% | -$218K | 3.38% | 10 |
|
|
2025
Q1 | $18M | Buy |
77,574
+587
| +0.8% | +$130K | 3.64% | 10 |
|
|
2024
Q4 | $15.5M | Sell |
76,987
-1,217
| -2% | -$261K | 3.14% | 10 |
|
|
2024
Q3 | $16.2M | Sell |
78,204
-115
| -0.1% | -$24K | 3.26% | 11 |
|
|
2024
Q2 | $16.7M | Sell |
78,319
-1,987
| -2% | -$413K | 3.52% | 9 |
|
|
2024
Q1 | $17.1M | Buy |
80,306
+111
| +0.1% | +$21.8K | 3.6% | 9 |
|
|
2023
Q4 | $14.4M | Sell |
80,195
-565
| -0.7% | -$94.7K | 3.14% | 9 |
|
|
2023
Q3 | $12.3M | Sell |
80,760
-1,149
| -1% | -$186K | 2.88% | 11 |
|
|
2023
Q2 | $14.2M | Buy |
81,909
+2,129
| +3% | +$352K | 3.1% | 9 |
|
|
2023
Q1 | $13M | Sell |
79,780
-2,124
| -3% | -$325K | 2.98% | 9 |
|
|
2022
Q4 | $12.7M | Sell |
81,904
-9,261
| -10% | -$1.49M | 2.96% | 14 |
|
|
2022
Q3 | $14.7M | Buy |
91,165
+1,392
| +2% | +$230K | 3.26% | 8 |
|
|
2022
Q2 | $13.7M | Sell |
89,773
-752
| -0.8% | -$118K | 2.97% | 11 |
|
|
2022
Q1 | $14.3M | Buy |
90,525
+1,971
| +2% | +$299K | 2.83% | 12 |
|
|
2021
Q4 | $14.8M | Buy |
88,554
+1,073
| +1% | +$173K | 2.7% | 12 |
|
|
2021
Q3 | $13.1M | Buy |
87,481
+2,523
| +3% | +$378K | 2.55% | 12 |
|
|
2021
Q2 | $11.9M | Sell |
84,958
-946
| -1% | -$131K | 2.42% | 14 |
|
|
2021
Q1 | $11.1M | Buy |
85,904
+7,917
| +10% | +$925K | 2.36% | 13 |
|
|
2020
Q4 | $9.19M | Buy |
77,987
+8,041
| +11% | +$938K | 2.09% | 16 |
|
|
2020
Q3 | $7.92M | Sell |
69,946
-610
| -0.9% | -$67.4K | 1.82% | 21 |
|
|
2020
Q2 | $7.47M | Buy |
+70,556
| New | +$7.12M | 1.42% | 23 |
|
|
2016
Q3 | – | Sell |
-18
| Closed | -$1K | – | 521 |
|
|
2016
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 445 |
|
|
2016
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 428 |
|
|
2015
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 442 |
|
|
2015
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 445 |
|
|
2015
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 415 |
|
|
2015
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 429 |
|
|
2014
Q4 | $1K | Buy |
18
+2
| +13% | +$97 | ﹤0.01% | 402 |
|
|
2014
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 398 |
|
|
2014
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 372 |
|
|
2014
Q1 | $1K | Sell |
16
-535
| -97% | -$22.4K | ﹤0.01% | 391 |
|
|
2013
Q4 | $25K | Buy |
551
+175
| +47% | +$7.64K | 0.01% | 210 |
|
|
2013
Q3 | $16K | Hold |
376
| – | – | 0.01% | 213 |
|
|
2013
Q2 | $15K | Buy |
+376
| New | +$15.2K | 0.01% | 211 |
|
Other funds holding WM
CF
SFA
PNC
EB
NIM
Edge Wealth Management's WM Position: Q2 2026 in Review
Edge Wealth Management increased its Waste Management (WM) stake by 0.21% in Q2 2026, buying an estimated $34.9K and bringing the position to 75,437 shares worth $16.8M. The position accounts for 2.83% of the portfolio, ranked #14.
Edge Wealth Management first reported a position in WM in Q2 2013 and has held it in 38 quarters since. The position peaked at $18M in Q1 2025. 396 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Edge Wealth Management held 75,437 shares of Waste Management worth $16.8M as of Q2 2026.
- Edge Wealth Management bought 157 Waste Management shares in Q2 2026, an estimated $34.9K.
- Waste Management made up 2.83% of Edge Wealth Management's portfolio in Q2 2026, its #14 holding.
- Edge Wealth Management first reported a position in Waste Management in Q2 2013 and has held it in 38 quarters since.
- Edge Wealth Management's Waste Management position peaked at $18M in Q1 2025.
- 396 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.