Forza Wealth Management’s Waste Management WM Stock Holding History

Forza Wealth Management’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	$647K	Hold	2,902	–	–	0.2%	106
2026 Q1	$667K	Hold	2,902	–	–	0.23%	103
2025 Q4	$638K	Hold	2,902	–	–	0.23%	102
2025 Q3	$641K	Hold	2,902	–	–	0.25%	100
2025 Q2	$664K	Hold	2,902	–	–	0.27%	88
2025 Q1	$672K	Hold	2,902	–	–	0.3%	83
2024 Q4	$586K	Hold	2,902	–	–	0.27%	95
2024 Q3	$602K	Hold	2,902	–	–	0.28%	100
2024 Q2	$619K	Hold	2,902	–	–	0.32%	85
2024 Q1	$619K	Hold	2,902	–	–	0.32%	84
2023 Q4	$520K	Hold	2,902	–	–	0.29%	101
2023 Q3	$442K	Hold	2,902	–	–	0.23%	123
2023 Q2	$503K	Hold	2,902	–	–	0.25%	114
2023 Q1	$474K	Buy	2,902 +521	+22%	+$79.8K	0.24%	120
2022 Q4	$374K	Buy	+2,381	New	+$383K	0.25%	104

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Forza Wealth Management's WM Position: Q2 2026 in Review

Forza Wealth Management held its Waste Management (WM) position steady in Q2 2026 at 2,902 shares worth $647K. The position accounts for 0.2% of the portfolio, ranked #106.

Forza Wealth Management first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $672K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Forza Wealth Management held 2,902 shares of Waste Management worth $647K as of Q2 2026.
Forza Wealth Management left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.2% of Forza Wealth Management's portfolio in Q2 2026, its #106 holding.
Forza Wealth Management first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Waste Management position peaked at $672K in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.