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Fiduciary Family Office’s Waste Management WM Stock Holding History

Fiduciary Family Office’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 		– Sell
-2,350
Closed -$540K – 196
2026
Q1 		$540K Sell
2,350
-200
-8% -$46K 0.15% 101
2025
Q4 		$560K Sell
2,550
-1,451
-36% -$309K 0.16% 103
2025
Q3 		$884K Buy
4,001
+739
+23% +$166K 0.25% 82
2025
Q2 		$746K Sell
3,262
-44
-1% -$10.2K 0.24% 85
2025
Q1 		$765K Buy
+3,306
New +$732K 0.25% 87
2024
Q4 		– Sell
-2,597
Closed -$539K – 258
2024
Q3 		$539K Buy
+2,597
New +$542K 0.18% 122

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

Fiduciary Family Office's WM Position: Q2 2026 in Review

Fiduciary Family Office sold out of Waste Management (WM) in Q2 2026, closing a stake of 2,350 shares — an estimated $540K sold.

Fiduciary Family Office first reported a position in WM in Q3 2024 and held it in 6 quarters. The position peaked at $884K in Q3 2025. 2,369 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Fiduciary Family Office reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Family Office sold 2,350 Waste Management shares in Q2 2026, an estimated $540K.
  • Fiduciary Family Office first reported a position in Waste Management in Q3 2024 and held it in 6 quarters.
  • Fiduciary Family Office's Waste Management position peaked at $884K in Q3 2025.
  • 2,369 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.