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Forvis Mazars Wealth Advisors’s Waste Management WM Stock Holding History

Forvis Mazars 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 		$1.53M Sell
6,850
-70
-1% -$15.6K 0.03% 184
2026
Q1 		$1.59M Sell
6,920
-37
-0.5% -$8.5K 0.03% 169
2025
Q4 		$1.53M Sell
6,957
-1,061
-13% -$226K 0.03% 172
2025
Q3 		$1.77M Sell
8,018
-349
-4% -$78.6K 0.04% 163
2025
Q2 		$1.91M Buy
8,367
+171
+2% +$39.7K 0.04% 158
2025
Q1 		$1.9M Hold
8,196
– – 0.05% 156
2024
Q4 		$1.65M Buy
8,196
+196
+2% +$42.1K 0.04% 174
2024
Q3 		$1.66M Sell
8,000
-997
-11% -$208K 0.04% 182
2024
Q2 		$1.92M Buy
8,997
+1,988
+28% +$413K 0.05% 164
2024
Q1 		$1.49M Buy
7,009
+2,606
+59% +$512K 0.04% 186
2023
Q4 		$789K Sell
4,403
-33
-0.7% -$5.53K 0.02% 228
2023
Q3 		$676K Sell
4,436
-68
-2% -$11K 0.02% 234
2023
Q2 		$781K Buy
4,504
+648
+17% +$107K 0.02% 237
2023
Q1 		$629K Sell
3,856
-26
-0.7% -$3.98K 0.02% 237
2022
Q4 		$609K Sell
3,882
-42
-1% -$6.76K 0.02% 236
2022
Q3 		$629K Sell
3,924
-29
-0.7% -$4.79K 0.03% 237
2022
Q2 		$605K Buy
+3,953
New +$619K 0.02% 228
2021
Q1 		– Sell
-4,564
Closed -$538K – 356
2020
Q4 		$538K Buy
4,564
+591
+15% +$68.9K 0.03% 213
2020
Q3 		$450K Sell
3,973
-3,482
-47% -$385K 0.03% 214
2020
Q2 		$790K Buy
7,455
+1,642
+28% +$166K 0.05% 150
2020
Q1 		$538K Buy
5,813
+1,106
+23% +$127K 0.04% 158
2019
Q4 		$536K Buy
4,707
+307
+7% +$34.7K 0.04% 185
2019
Q3 		$506K Sell
4,400
-36
-0.8% -$4.2K 0.04% 174
2019
Q2 		$512K Sell
4,436
-675
-13% -$73.2K 0.04% 160
2019
Q1 		$531K Buy
5,111
+121
+2% +$11.8K 0.04% 157
2018
Q4 		$444K Sell
4,990
-376
-7% -$33.8K 0.05% 148
2018
Q3 		$485K Sell
5,366
-648
-11% -$57.5K 0.04% 150
2018
Q2 		$489K Buy
+6,014
New +$498K 0.05% 142

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

Forvis Mazars Wealth Advisors's WM Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Waste Management (WM) stake by 1% in Q2 2026, selling an estimated $15.6K and leaving 6,850 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #184.

Forvis Mazars Wealth Advisors first reported a position in WM in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.92M in Q2 2024. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 6,850 shares of Waste Management worth $1.53M as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 70 Waste Management shares in Q2 2026, an estimated $15.6K.
  • Waste Management made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #184 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Waste Management in Q2 2018 and has held it in 28 quarters since.
  • Forvis Mazars Wealth Advisors's Waste Management position peaked at $1.92M in Q2 2024.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.