Focus Partners Wealth
WM icon

Focus Partners Wealth’s Waste Management WM Stock Holding History

Focus Partners Wealth’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
2025
Q1 		– Sell
-100
Closed -$1.09K – 2039
2024
Q4 		$1.09K Buy
+100
New +$21.5K ﹤0.01% 1883

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

Focus Partners Wealth's WM Position: Q2 2026 in Review

Focus Partners Wealth increased its Waste Management (WM) stake by 0.02% in Q2 2026, buying an estimated $19.1K and bringing the position to 506,105 shares worth $113M. The position accounts for 0.12% of the portfolio, ranked #171.

Focus Partners Wealth first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $116M in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Focus Partners Wealth held 506,105 shares of Waste Management worth $113M as of Q2 2026.
  • Focus Partners Wealth bought 86 Waste Management shares in Q2 2026, an estimated $19.1K.
  • Waste Management made up 0.12% of Focus Partners Wealth's portfolio in Q2 2026, its #171 holding.
  • Focus Partners Wealth first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Waste Management position peaked at $116M in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.