Gratus Wealth Advisors’s Waste Management WM Stock Holding History

Gratus Wealth Advisors’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	$283K	Hold	1,268	–	–	0.04%	119
2026 Q1	$291K	Buy	1,268 +268	+27%	+$61.6K	0.04%	117
2025 Q4	$220K	Hold	1,000	–	–	0.03%	124
2025 Q3	$221K	Hold	1,000	–	–	0.03%	127
2025 Q2	$229K	Hold	1,000	–	–	0.03%	124
2025 Q1	$232K	Hold	1,000	–	–	0.04%	120
2024 Q4	$202K	Hold	1,000	–	–	0.03%	127
2024 Q3	$205K	Sell	1,000 -43	-4%	-$8.97K	0.03%	133
2024 Q2	$232K	Buy	1,043 +43	+4%	+$8.94K	0.04%	126
2024 Q1	$205K	Buy	+1,000	New	+$197K	0.04%	132

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gratus Wealth Advisors's WM Position: Q2 2026 in Review

Gratus Wealth Advisors held its Waste Management (WM) position steady in Q2 2026 at 1,268 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #119.

Gratus Wealth Advisors first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $291K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Gratus Wealth Advisors held 1,268 shares of Waste Management worth $283K as of Q2 2026.
Gratus Wealth Advisors left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.04% of Gratus Wealth Advisors's portfolio in Q2 2026, its #119 holding.
Gratus Wealth Advisors first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
Gratus Wealth Advisors's Waste Management position peaked at $291K in Q1 2026.
1,026 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.