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GeoWealth Management’s Waste Management WM Stock Holding History

GeoWealth 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 		$585K Sell
2,623
-140
-5% -$31.1K 0.02% 466
2026
Q1 		$635K Sell
2,763
-202
-7% -$46.4K 0.02% 414
2025
Q4 		$652K Buy
2,965
+146
+5% +$31.1K 0.02% 381
2025
Q3 		$623K Sell
2,819
-8
-0.3% -$1.8K 0.02% 400
2025
Q2 		$647K Buy
2,827
+5
+0.2% +$1.16K 0.03% 351
2025
Q1 		$653K Sell
2,822
-1,794
-39% -$397K 0.03% 373
2024
Q4 		$931K Sell
4,616
-468
-9% -$101K 0.03% 312
2024
Q3 		$1.06M Sell
5,084
-404
-7% -$84.3K 0.04% 290
2024
Q2 		$1.17M Buy
5,488
+483
+10% +$100K 0.05% 236
2024
Q1 		$1.07M Buy
5,005
+400
+9% +$78.6K 0.04% 279
2023
Q4 		$825K Buy
4,605
+2,939
+176% +$493K 0.07% 240
2023
Q3 		$254K Buy
1,666
+164
+11% +$26.5K 0.03% 254
2023
Q2 		$260K Sell
1,502
-35
-2% -$5.79K 0.03% 224
2023
Q1 		$251K Sell
1,537
-171
-10% -$26.2K 0.03% 191
2022
Q4 		$268K Sell
1,708
-33
-2% -$5.31K 0.03% 211
2022
Q3 		$279K Sell
1,741
-598
-26% -$98.7K 0.03% 209
2022
Q2 		$358K Sell
2,339
-259
-10% -$40.6K 0.05% 195
2022
Q1 		$412K Sell
2,598
-1,017
-28% -$154K 0.04% 229
2021
Q4 		$603K Buy
3,615
+14
+0.4% +$2.25K 0.05% 184
2021
Q3 		$538K Sell
3,601
-69
-2% -$10.3K 0.04% 208
2021
Q2 		$514K Buy
3,670
+519
+16% +$71.7K 0.07% 143
2021
Q1 		$407K Buy
3,151
+374
+13% +$43.7K 0.06% 134
2020
Q4 		$336K Buy
2,777
+273
+11% +$31.8K 0.05% 169
2020
Q3 		$292K Sell
2,504
-183
-7% -$20.2K 0.09% 124
2020
Q2 		$285K Buy
+2,687
New +$271K 0.12% 122

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

GeoWealth Management's WM Position: Q2 2026 in Review

GeoWealth Management reduced its Waste Management (WM) stake by 5.1% in Q2 2026, selling an estimated $31.1K and leaving 2,623 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #466.

GeoWealth Management first reported a position in WM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.17M in Q2 2024. 2,374 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • GeoWealth Management held 2,623 shares of Waste Management worth $585K as of Q2 2026.
  • GeoWealth Management sold 140 Waste Management shares in Q2 2026, an estimated $31.1K.
  • Waste Management made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #466 holding.
  • GeoWealth Management first reported a position in Waste Management in Q2 2020 and has held it in 25 quarters since.
  • GeoWealth Management's Waste Management position peaked at $1.17M in Q2 2024.
  • 2,374 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.