PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Waste Management WM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$61.2K	Sell	274 -39	-12%	-$8.67K	0.02%	294
2026 Q1	$72.2K	Hold	313	–	–	0.02%	262
2025 Q4	$69K	Hold	313	–	–	0.02%	266
2025 Q3	$69.4K	Sell	313 -24	-7%	-$5.41K	0.02%	243
2025 Q2	$77.3K	Buy	337 +81	+32%	+$18.8K	0.03%	220
2025 Q1	$59.4K	Sell	256 -45	-15%	-$9.97K	0.02%	248
2024 Q4	$60.9K	Buy	301 +11	+4%	+$2.36K	0.02%	233
2024 Q3	$60.3K	Buy	+290	New	+$60.5K	0.03%	205
2023 Q4	–	Sell	-24	Closed	-$3.66K	–	336
2023 Q3	$3.66K	Hold	24	–	–	﹤0.01%	234
2023 Q2	$4.16K	Hold	24	–	–	﹤0.01%	231
2023 Q1	$3.92K	Buy	+24	New	+$3.68K	﹤0.01%	249

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Waste Management (WM) stake by 12% in Q2 2026, selling an estimated $8.67K and leaving 274 shares worth $61.2K. The position accounts for 0.02% of the portfolio, ranked #294.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WM in Q1 2023 and has held it in 11 quarters since. The position peaked at $77.3K in Q2 2025. 1,479 funds tracked by Wall St. Rank hold WM as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 274 shares of Waste Management worth $61.2K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 39 Waste Management shares in Q2 2026, an estimated $8.67K.
Waste Management made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #294 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Waste Management in Q1 2023 and has held it in 11 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Waste Management position peaked at $77.3K in Q2 2025.
1,479 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.