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Golden State Wealth Management’s Waste Management WM Stock Holding History

Golden State Wealth 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 		$262K Buy
1,174
+67
+6% +$14.9K 0.02% 375
2026
Q1 		$254K Buy
1,107
+78
+8% +$17.9K 0.03% 353
2025
Q4 		$226K Sell
1,029
-16
-2% -$3.41K 0.02% 374
2025
Q3 		$231K Buy
1,045
+196
+23% +$44.1K 0.03% 356
2025
Q2 		$194K Buy
849
+60
+8% +$13.9K 0.02% 363
2025
Q1 		$183K Buy
789
+232
+42% +$51.4K 0.03% 352
2024
Q4 		$113K Buy
+557
New +$120K 0.02% 410
2022
Q1 		$884K Sell
5,578
-1,478
-21% -$224K 0.17% 120
2021
Q4 		$1.18M Buy
7,056
+1,412
+25% +$227K 0.2% 104
2021
Q3 		$843K Sell
5,644
-9
-0.2% -$1.35K 0.18% 109
2021
Q2 		$792K Buy
+5,653
New +$781K 0.17% 114
2021
Q1 		– Sell
-2,105
Closed -$248K – 245
2020
Q4 		$248K Buy
+2,105
New +$245K 0.07% 205
2020
Q3 		– Sell
-2,137
Closed -$226K – 455
2020
Q2 		$226K Buy
2,137
+1,716
+408% +$173K 0.07% 166
2020
Q1 		$39K Buy
+421
New +$48.3K 0.02% 402
2019
Q4 		– Sell
-664
Closed -$76K – 967
2019
Q3 		$76K Buy
664
+432
+186% +$50.5K 0.03% 356
2019
Q2 		$26K Sell
232
-205
-47% -$22.2K 0.01% 572
2019
Q1 		$45K Buy
+437
New +$42.6K 0.02% 472

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

Golden State Wealth Management's WM Position: Q2 2026 in Review

Golden State Wealth Management increased its Waste Management (WM) stake by 6.1% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,174 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #375.

Golden State Wealth Management first reported a position in WM in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.18M in Q4 2021. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Golden State Wealth Management held 1,174 shares of Waste Management worth $262K as of Q2 2026.
  • Golden State Wealth Management bought 67 Waste Management shares in Q2 2026, an estimated $14.9K.
  • Waste Management made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #375 holding.
  • Golden State Wealth Management first reported a position in Waste Management in Q1 2019 and has held it in 17 quarters since.
  • Golden State Wealth Management's Waste Management position peaked at $1.18M in Q4 2021.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.