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Flagship Wealth Advisors’s Waste Management WM Stock Holding History

Flagship Wealth Advisors’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 		$433K Buy
1,945
+160
+9% +$35.6K 0.1% 106
2026
Q1 		$409K Sell
1,785
-121
-6% -$27.8K 0.18% 64
2025
Q4 		$419K Buy
1,906
+3
+0.2% +$639 0.12% 82
2025
Q3 		$420K Buy
1,903
+17
+0.9% +$3.83K 0.14% 81
2025
Q2 		$431K Buy
1,886
+3
+0.2% +$696 0.16% 71
2025
Q1 		$436K Buy
1,883
+3
+0.2% +$664 0.18% 69
2024
Q4 		$379K Buy
+1,880
New +$404K 0.22% 59

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

Flagship Wealth Advisors's WM Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Waste Management (WM) stake by 9% in Q2 2026, buying an estimated $35.6K and bringing the position to 1,945 shares worth $433K. The position accounts for 0.1% of the portfolio, ranked #106.

Flagship Wealth Advisors first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $436K in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Flagship Wealth Advisors held 1,945 shares of Waste Management worth $433K as of Q2 2026.
  • Flagship Wealth Advisors bought 160 Waste Management shares in Q2 2026, an estimated $35.6K.
  • Waste Management made up 0.1% of Flagship Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Flagship Wealth Advisors first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Waste Management position peaked at $436K in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.