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Foundations Investment Advisors’s Waste Management WM Stock Holding History

Foundations Investment 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 		$1.02M Sell
4,556
-949
-17% -$211K 0.01% 569
2026
Q1 		$1.27M Sell
5,505
-14
-0.3% -$3.22K 0.02% 465
2025
Q4 		$1.21M Sell
5,519
-344
-6% -$73.3K 0.02% 462
2025
Q3 		$1.29M Sell
5,863
-169
-3% -$38.1K 0.02% 405
2025
Q2 		$1.38M Buy
6,032
+1,825
+43% +$423K 0.02% 363
2025
Q1 		$974K Sell
4,207
-2
-0% -$443 0.02% 408
2024
Q4 		$849K Buy
4,209
+1,316
+45% +$283K 0.02% 435
2024
Q3 		$601K Buy
2,893
+697
+32% +$145K 0.01% 478
2024
Q2 		$469K Buy
2,196
+581
+36% +$121K 0.01% 510
2024
Q1 		$344K Sell
1,615
-1,122
-41% -$220K 0.01% 546
2023
Q4 		$516K Buy
2,737
+15
+0.6% +$2.52K 0.01% 433
2023
Q3 		$415K Buy
2,722
+1,407
+107% +$228K 0.01% 433
2023
Q2 		$228K Buy
+1,315
New +$217K 0.01% 522
2022
Q2 		– Sell
-1,774
Closed -$282K – 424
2022
Q1 		$282K Sell
1,774
-6
-0.3% -$910 0.01% 283
2021
Q4 		$284K Buy
1,780
+397
+29% +$63.8K 0.01% 287
2021
Q3 		$207K Buy
+1,383
New +$207K 0.01% 300

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

Foundations Investment Advisors's WM Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Waste Management (WM) stake by 17% in Q2 2026, selling an estimated $211K and leaving 4,556 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #569.

Foundations Investment Advisors first reported a position in WM in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.38M in Q2 2025. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Foundations Investment Advisors held 4,556 shares of Waste Management worth $1.02M as of Q2 2026.
  • Foundations Investment Advisors sold 949 Waste Management shares in Q2 2026, an estimated $211K.
  • Waste Management made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #569 holding.
  • Foundations Investment Advisors first reported a position in Waste Management in Q3 2021 and has held it in 16 quarters since.
  • Foundations Investment Advisors's Waste Management position peaked at $1.38M in Q2 2025.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.