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BFC Planning, Inc.’s Waste Management WM Stock Holding History

BFC Planning, Inc.’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 		$5.51M Buy
24,708
+3,464
+16% +$770K 0.22% 95
2026
Q1 		$4.88M Buy
21,244
+7,537
+55% +$1.73M 0.22% 91
2025
Q4 		$3.01M Buy
13,707
+3,628
+36% +$773K 0.13% 156
2025
Q3 		$2.23M Buy
10,079
+710
+8% +$160K 0.16% 114
2025
Q2 		$2.14M Buy
9,369
+146
+2% +$33.9K 0.17% 116
2025
Q1 		$2.13M Buy
9,223
+157
+2% +$34.8K 0.19% 100
2024
Q4 		$1.83M Buy
+9,066
New +$1.95M 0.15% 121

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 $3.38T AUM 44.17% 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 $33.8B AUM 31.08% 1-Year Est. Return

BFC Planning, Inc.'s WM Position: Q2 2026 in Review

BFC Planning, Inc. increased its Waste Management (WM) stake by 16% in Q2 2026, buying an estimated $770K and bringing the position to 24,708 shares worth $5.51M. The position accounts for 0.22% of the portfolio, ranked #95.

BFC Planning, Inc. first reported a position in WM in Q4 2024 and has held it in 7 quarters since. 2,383 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • BFC Planning, Inc. held 24,708 shares of Waste Management worth $5.51M as of Q2 2026.
  • BFC Planning, Inc. bought 3,464 Waste Management shares in Q2 2026, an estimated $770K.
  • Waste Management made up 0.22% of BFC Planning, Inc.'s portfolio in Q2 2026, its #95 holding.
  • BFC Planning, Inc. first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • 2,383 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.