FGC
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Financial Gravity Companies’s Waste Management WM Stock Holding History

Financial Gravity Companies’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 		$4.9K Buy
+22
New +$4.89K ﹤0.01% 680
2018
Q1 		$2K Buy
21
+1
+5% +$86 ﹤0.01% 1013
2017
Q4 		$2K Buy
+20
New +$1.63K ﹤0.01% 992

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 $3.38T AUM 44.17% 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

Financial Gravity Companies's WM Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Waste Management (WM) in Q2 2026: 22 shares worth $4.9K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WM as recently as Q1 2018.

Financial Gravity Companies first reported a position in WM in Q4 2017 and has held it in 3 quarters since. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Financial Gravity Companies held 22 shares of Waste Management worth $4.9K as of Q2 2026.
  • Waste Management was a new Financial Gravity Companies position in Q2 2026.
  • Waste Management made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #680 holding.
  • Financial Gravity Companies first reported a position in Waste Management in Q4 2017 and has held it in 3 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.