Fiduciary Alliance’s Waste Management WM Stock Holding History

Fiduciary Alliance’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	$1.63M	Sell	7,313 -91	-1%	-$20.2K	0.11%	203
2026 Q1	$1.67M	Sell	7,404 -506	-6%	-$116K	0.1%	207
2025 Q4	$1.74M	Sell	7,910 -49	-0.6%	-$10.4K	0.11%	172
2025 Q3	$1.76M	Sell	7,959 -17	-0.2%	-$3.83K	0.12%	162
2025 Q2	$1.83M	Buy	7,976 +91	+1%	+$21.1K	0.14%	148
2025 Q1	$1.83M	Sell	7,885 -522	-6%	-$116K	0.18%	117
2024 Q4	$1.7M	Buy	8,407 +6,417	+322%	+$1.38M	0.17%	118
2024 Q3	$413K	Buy	+1,990	New	+$415K	0.05%	173
2024 Q2	–	Sell	-999	Closed	-$213K	–	230
2024 Q1	$213K	Buy	+999	New	+$196K	0.04%	184
2023 Q3	–	Sell	-967	Closed	-$168K	–	950
2023 Q2	$168K	Buy	+967	New	+$160K	0.04%	160
2023 Q1	–	Sell	-532	Closed	-$83.5K	–	871
2022 Q4	$83.5K	Buy	+532	New	+$85.6K	0.02%	180

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

Fiduciary Alliance's WM Position: Q2 2026 in Review

Fiduciary Alliance reduced its Waste Management (WM) stake by 1.2% in Q2 2026, selling an estimated $20.2K and leaving 7,313 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #203.

Fiduciary Alliance first reported a position in WM in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.83M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Fiduciary Alliance held 7,313 shares of Waste Management worth $1.63M as of Q2 2026.
Fiduciary Alliance sold 91 Waste Management shares in Q2 2026, an estimated $20.2K.
Waste Management made up 0.11% of Fiduciary Alliance's portfolio in Q2 2026, its #203 holding.
Fiduciary Alliance first reported a position in Waste Management in Q4 2022 and has held it in 11 quarters since.
Fiduciary Alliance's Waste Management position peaked at $1.83M in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.