Global Wealth Strategies & Associates’s Waste Management WM Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-514	Closed	-$118K	–	480
2026 Q1	$118K	Hold	514	–	–	0.03%	104
2025 Q4	$113K	Buy	514 +150	+41%	+$32K	0.03%	90
2025 Q3	$80.4K	Buy	364 +239	+191%	+$53.8K	0.02%	114
2025 Q2	$28.6K	Sell	125 -14	-10%	-$3.25K	0.01%	147
2025 Q1	$32.2K	Hold	139	–	–	0.01%	150
2024 Q4	$28K	Buy	139 +125	+893%	+$26.8K	0.01%	138
2024 Q3	$2.91K	Hold	14	–	–	﹤0.01%	276
2024 Q2	$2.99K	Hold	14	–	–	﹤0.01%	249
2024 Q1	$2.98K	Hold	14	–	–	﹤0.01%	260
2023 Q4	$2.51K	Hold	14	–	–	﹤0.01%	247
2023 Q3	$2.13K	Hold	14	–	–	﹤0.01%	263
2023 Q2	$2.43K	Hold	14	–	–	﹤0.01%	244
2023 Q1	$2.28K	Buy	+14	New	+$2.14K	﹤0.01%	257

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Global Wealth Strategies & Associates's WM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Waste Management (WM) in Q2 2026, closing a stake of 514 shares — an estimated $118K sold.

Global Wealth Strategies & Associates first reported a position in WM in Q1 2023 and held it in 13 quarters. The position peaked at $118K in Q1 2026. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 514 Waste Management shares in Q2 2026, an estimated $118K.
Global Wealth Strategies & Associates first reported a position in Waste Management in Q1 2023 and held it in 13 quarters.
Global Wealth Strategies & Associates's Waste Management position peaked at $118K in Q1 2026.
734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.