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Family Legacy Financial Solutions’s Waste Management WM Stock Holding History

Family Legacy Financial Solutions’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 		$1.77M Buy
7,950
+162
+2% +$36K 1.08% 16
2026
Q1 		$1.8M Buy
7,788
+462
+6% +$106K 1.45% 16
2025
Q4 		$1.61M Sell
7,326
-4
-0.1% -$853 1.24% 14
2025
Q3 		$1.62M Buy
7,330
+539
+8% +$121K 1.24% 17
2025
Q2 		$1.55M Buy
+6,791
New +$1.58M 1.32% 17

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

Family Legacy Financial Solutions's WM Position: Q2 2026 in Review

Family Legacy Financial Solutions increased its Waste Management (WM) stake by 2.1% in Q2 2026, buying an estimated $36K and bringing the position to 7,950 shares worth $1.77M. The position accounts for 1.08% of the portfolio, ranked #16.

Family Legacy Financial Solutions first reported a position in WM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.8M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Family Legacy Financial Solutions held 7,950 shares of Waste Management worth $1.77M as of Q2 2026.
  • Family Legacy Financial Solutions bought 162 Waste Management shares in Q2 2026, an estimated $36K.
  • Waste Management made up 1.08% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #16 holding.
  • Family Legacy Financial Solutions first reported a position in Waste Management in Q2 2025 and has held it in 5 quarters since.
  • Family Legacy Financial Solutions's Waste Management position peaked at $1.8M in Q1 2026.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.