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FSM Wealth Advisors’s Waste Management WM Stock Holding History

FSM 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 		$373K Buy
1,672
+262
+19% +$58.3K 0.04% 226
2026
Q1 		$324K Sell
1,410
-80
-5% -$18.4K 0.04% 225
2025
Q4 		$327K Buy
1,490
+11
+0.7% +$2.35K 0.04% 226
2025
Q3 		$327K Buy
1,479
+86
+6% +$19.4K 0.05% 223
2025
Q2 		$316K Buy
1,393
+362
+35% +$84K 0.05% 212
2025
Q1 		$239K Buy
+1,031
New +$228K 0.05% 184

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

FSM Wealth Advisors's WM Position: Q2 2026 in Review

FSM Wealth Advisors increased its Waste Management (WM) stake by 19% in Q2 2026, buying an estimated $58.3K and bringing the position to 1,672 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #226.

FSM Wealth Advisors first reported a position in WM in Q1 2025 and has held it in 6 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • FSM Wealth Advisors held 1,672 shares of Waste Management worth $373K as of Q2 2026.
  • FSM Wealth Advisors bought 262 Waste Management shares in Q2 2026, an estimated $58.3K.
  • Waste Management made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • FSM Wealth Advisors first reported a position in Waste Management in Q1 2025 and has held it in 6 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.