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HORAN Wealth’s Waste Management WM Stock Holding History

HORAN Wealth’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 		$372K Sell
1,667
-254
-13% -$56.5K 0.05% 165
2026
Q1 		$441K Hold
1,921
– – 0.04% 145
2025
Q4 		$422K Hold
1,921
– – 0.06% 129
2025
Q3 		$424K Sell
1,921
-50
-3% -$11.3K 0.07% 140
2025
Q2 		$451K Buy
+1,971
New +$457K 0.14% 82

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

HORAN Wealth's WM Position: Q2 2026 in Review

HORAN Wealth reduced its Waste Management (WM) stake by 13% in Q2 2026, selling an estimated $56.5K and leaving 1,667 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #165.

HORAN Wealth first reported a position in WM in Q2 2025 and has held it in 5 quarters since. The position peaked at $451K in Q2 2025. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • HORAN Wealth held 1,667 shares of Waste Management worth $372K as of Q2 2026.
  • HORAN Wealth sold 254 Waste Management shares in Q2 2026, an estimated $56.5K.
  • Waste Management made up 0.05% of HORAN Wealth's portfolio in Q2 2026, its #165 holding.
  • HORAN Wealth first reported a position in Waste Management in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's Waste Management position peaked at $451K in Q2 2025.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.