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Global Financial Private Client’s Waste Management WM Stock Holding History

Global Financial Private Client’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 		$335K Sell
1,504
-26
-2% -$5.78K 0.09% 201
2026
Q1 		$352K Buy
1,530
+63
+4% +$14.5K 0.12% 185
2025
Q4 		$322K Buy
1,467
+17
+1% +$3.62K 0.11% 184
2025
Q3 		$320K Buy
1,450
+28
+2% +$6.31K 0.11% 187
2025
Q2 		$325K Buy
1,422
+93
+7% +$21.6K 0.12% 175
2025
Q1 		$308K Sell
1,329
-32
-2% -$7.09K 0.12% 171
2024
Q4 		$275K Buy
1,361
+7
+0.5% +$1.5K 0.1% 175
2024
Q3 		$281K Buy
1,354
+97
+8% +$20.2K 0.11% 172
2024
Q2 		$268K Hold
1,257
– – 0.11% 167
2024
Q1 		$268K Hold
1,257
– – 0.12% 160
2023
Q4 		$225K Sell
1,257
-9
-0.7% -$1.51K 0.11% 167
2023
Q3 		$191K Hold
1,266
– – 0.1% 167
2023
Q2 		$217K Hold
1,266
– – 0.11% 164
2023
Q1 		$207K Sell
1,266
-3,067
-71% -$470K 0.11% 154
2022
Q4 		$680K Buy
4,333
+1,427
+49% +$230K 0.38% 63
2022
Q3 		$480K Buy
2,906
+1,664
+134% +$275K 0.28% 82
2022
Q2 		$193K Hold
1,242
– – 0.11% 136
2022
Q1 		$198K Hold
1,242
– – 0.1% 143
2021
Q4 		$207K Hold
1,242
– – 0.1% 139
2021
Q3 		$186K Hold
1,242
– – 0.1% 145
2021
Q2 		$175K Hold
1,242
– – 0.1% 144
2021
Q1 		$161K Hold
1,242
– – 0.12% 127
2020
Q4 		$146K Hold
1,242
– – 0.12% 119
2020
Q3 		$140K Hold
1,242
– – 0.12% 118
2020
Q2 		$131K Buy
1,242
+550
+79% +$55.5K 0.11% 135
2020
Q1 		$61.2K Sell
692
-149
-18% -$17.1K 0.06% 186
2019
Q4 		$95.8K Buy
+841
New +$95K 0.08% 174

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

Global Financial Private Client's WM Position: Q2 2026 in Review

Global Financial Private Client reduced its Waste Management (WM) stake by 1.7% in Q2 2026, selling an estimated $5.78K and leaving 1,504 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #201.

Global Financial Private Client first reported a position in WM in Q4 2019 and has held it in 27 quarters since. The position peaked at $680K in Q4 2022. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Global Financial Private Client held 1,504 shares of Waste Management worth $335K as of Q2 2026.
  • Global Financial Private Client sold 26 Waste Management shares in Q2 2026, an estimated $5.78K.
  • Waste Management made up 0.09% of Global Financial Private Client's portfolio in Q2 2026, its #201 holding.
  • Global Financial Private Client first reported a position in Waste Management in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's Waste Management position peaked at $680K in Q4 2022.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.