Heritage Wealth Management (Ohio)’s Waste Management WM Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.15M	Hold	5,162	–	–	0.29%	84
2026 Q1	$1.19M	Hold	5,162	–	–	0.59%	50
2025 Q4	$1.13M	Hold	5,162	–	–	0.32%	79
2025 Q3	$1.14M	Hold	5,162	–	–	0.33%	77
2025 Q2	$1.18M	Hold	5,162	–	–	0.38%	69
2025 Q1	$1.2M	Hold	5,162	–	–	0.41%	64
2024 Q4	$1.04M	Hold	5,162	–	–	0.35%	75
2024 Q3	$1.07M	Hold	5,162	–	–	0.35%	75
2024 Q2	$1.09M	Buy	+5,162	New	+$1.07M	0.36%	72

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Heritage Wealth Management (Ohio)'s WM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its Waste Management (WM) position steady in Q2 2026 at 5,162 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #84.

Heritage Wealth Management (Ohio) first reported a position in WM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Heritage Wealth Management (Ohio) held 5,162 shares of Waste Management worth $1.15M as of Q2 2026.
Heritage Wealth Management (Ohio) left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.29% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #84 holding.
Heritage Wealth Management (Ohio) first reported a position in Waste Management in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Waste Management position peaked at $1.2M in Q1 2025.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.