FG
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Fiduciary Group’s Waste Management WM Stock Holding History

Fiduciary Group’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 		$1.86M Buy
8,364
+512
+7% +$114K 0.15% 121
2026
Q1 		$1.8M Buy
7,852
+611
+8% +$140K 0.15% 114
2025
Q4 		$1.59M Buy
7,241
+6,186
+586% +$1.32M 0.13% 122
2025
Q3 		$233K Buy
1,055
+1
+0.1% +$225 0.02% 275
2025
Q2 		$241K Sell
1,054
-109
-9% -$25.3K 0.02% 261
2025
Q1 		$269K Buy
1,163
+116
+11% +$25.7K 0.03% 242
2024
Q4 		$211K Hold
1,047
– – 0.02% 259
2024
Q3 		$217K Buy
1,047
+6
+0.6% +$1.25K 0.02% 265
2024
Q2 		$222K Buy
1,041
+1
+0.1% +$208 0.02% 254
2024
Q1 		$222K Buy
+1,040
New +$204K 0.02% 253

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 Group's WM Position: Q2 2026 in Review

Fiduciary Group increased its Waste Management (WM) stake by 6.5% in Q2 2026, buying an estimated $114K and bringing the position to 8,364 shares worth $1.86M. The position accounts for 0.15% of the portfolio, ranked #121.

Fiduciary Group first reported a position in WM in Q1 2024 and has held it in 10 quarters since. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Fiduciary Group held 8,364 shares of Waste Management worth $1.86M as of Q2 2026.
  • Fiduciary Group bought 512 Waste Management shares in Q2 2026, an estimated $114K.
  • Waste Management made up 0.15% of Fiduciary Group's portfolio in Q2 2026, its #121 holding.
  • Fiduciary Group first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.