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Financial Insights’s Waste Management WM Stock Holding History

Financial Insights’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 		$241K Hold
1,080
– – 0.06% 134
2026
Q1 		$248K Hold
1,080
– – 0.08% 115
2025
Q4 		$237K Sell
1,080
-1
-0.1% -$213 0.08% 113
2025
Q3 		$239K Sell
1,081
-169
-14% -$38.1K 0.08% 122
2025
Q2 		$286K Hold
1,250
– – 0.1% 95
2025
Q1 		$289K Buy
+1,250
New +$277K 0.12% 84
2021
Q3 		– Sell
-590
Closed -$82.7K – 220
2021
Q2 		$82.7K Buy
+590
New +$81.6K 0.07% 126

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

Financial Insights's WM Position: Q2 2026 in Review

Financial Insights held its Waste Management (WM) position steady in Q2 2026 at 1,080 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #134.

Financial Insights first reported a position in WM in Q2 2021 and has held it in 7 quarters since. The position peaked at $289K in Q1 2025. 2,367 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Financial Insights held 1,080 shares of Waste Management worth $241K as of Q2 2026.
  • Financial Insights left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.06% of Financial Insights's portfolio in Q2 2026, its #134 holding.
  • Financial Insights first reported a position in Waste Management in Q2 2021 and has held it in 7 quarters since.
  • Financial Insights's Waste Management position peaked at $289K in Q1 2025.
  • 2,367 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.