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Guardian Wealth Advisors (North Carolina)’s Waste Management WM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$689K Sell
3,091
-44
-1% -$9.79K 0.04% 197
2026
Q1 		$720K Buy
3,135
+43
+1% +$9.88K 0.05% 177
2025
Q4 		$679K Sell
3,092
-2
-0.1% -$426 0.04% 186
2025
Q3 		$683K Sell
3,094
-27
-0.9% -$6.08K 0.04% 177
2025
Q2 		$714K Sell
3,121
-469
-13% -$109K 0.05% 168
2025
Q1 		$831K Sell
3,590
-39
-1% -$8.64K 0.07% 142
2024
Q4 		$732K Buy
3,629
+122
+3% +$26.2K 0.06% 157
2024
Q3 		$728K Sell
3,507
-49
-1% -$10.2K 0.08% 131
2024
Q2 		$759K Sell
3,556
-10
-0.3% -$2.08K 0.09% 119
2024
Q1 		$760K Buy
3,566
+571
+19% +$112K 0.09% 119
2023
Q4 		$536K Buy
2,995
+41
+1% +$6.88K 0.08% 128
2023
Q3 		$450K Sell
2,954
-143
-5% -$23.1K 0.08% 132
2023
Q2 		$537K Buy
3,097
+109
+4% +$18K 0.09% 114
2023
Q1 		$488K Buy
2,988
+228
+8% +$34.9K 0.09% 121
2022
Q4 		$433K Buy
2,760
+1
+0% +$161 0.08% 125
2022
Q3 		$442K Buy
2,759
+1
+0% +$165 0.08% 114
2022
Q2 		$422K Buy
2,758
+1,276
+86% +$200K 0.08% 121
2022
Q1 		$235K Sell
1,482
-1,733
-54% -$263K 0.1% 148
2021
Q4 		$537K Buy
+3,215
New +$517K 0.23% 83

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

Guardian Wealth Advisors (North Carolina)'s WM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Waste Management (WM) stake by 1.4% in Q2 2026, selling an estimated $9.79K and leaving 3,091 shares worth $689K. The position accounts for 0.04% of the portfolio, ranked #197.

Guardian Wealth Advisors (North Carolina) first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $831K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 3,091 shares of Waste Management worth $689K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 44 Waste Management shares in Q2 2026, an estimated $9.79K.
  • Waste Management made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #197 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Waste Management position peaked at $831K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.