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IAG Wealth Partners’s Waste Management WM Stock Holding History

IAG Wealth Partners’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 		$94.3K Sell
423
-97
-19% -$21.6K 0.01% 172
2026
Q1 		$119K Buy
520
+97
+23% +$22.3K 0.01% 155
2025
Q4 		$92.9K Hold
423
– – 0.01% 161
2025
Q3 		$93.4K Hold
423
– – 0.01% 164
2025
Q2 		$96.8K Hold
423
– – 0.01% 154
2025
Q1 		$97.9K Hold
423
– – 0.02% 147
2024
Q4 		$85.4K Buy
423
+22
+5% +$4.72K 0.02% 151
2024
Q3 		$83.2K Hold
401
– – 0.02% 148
2024
Q2 		$85.5K Hold
401
– – 0.02% 131
2024
Q1 		$85.5K Buy
401
+36
+10% +$7.08K 0.02% 130
2023
Q4 		$65.4K Hold
365
– – 0.01% 136
2023
Q3 		$55.6K Hold
365
– – 0.02% 142
2023
Q2 		$63.3K Hold
365
– – 0.02% 146
2023
Q1 		$59.6K Hold
365
– – 0.02% 134
2022
Q4 		$57.3K Hold
365
– – 0.02% 130
2022
Q3 		$58K Buy
365
+124
+51% +$20.5K 0.02% 112
2022
Q2 		$37K Sell
241
-25
-9% -$3.92K 0.01% 152
2022
Q1 		$42K Buy
266
+31
+13% +$4.7K 0.01% 156
2021
Q4 		$39K Hold
235
– – 0.01% 160
2021
Q3 		$36K Hold
235
– – 0.01% 150
2021
Q2 		$33K Buy
235
+10
+4% +$1.38K 0.01% 158
2021
Q1 		$30K Hold
225
– – 0.01% 154
2020
Q4 		$27K Hold
225
– – 0.01% 146
2020
Q3 		$26K Hold
225
– – 0.01% 146
2020
Q2 		$24K Hold
225
– – 0.01% 148
2020
Q1 		$21K Hold
225
– – 0.01% 147
2019
Q4 		$26K Buy
+225
New +$25.4K 0.02% 159

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

IAG Wealth Partners's WM Position: Q2 2026 in Review

IAG Wealth Partners reduced its Waste Management (WM) stake by 19% in Q2 2026, selling an estimated $21.6K and leaving 423 shares worth $94.3K. The position accounts for 0.01% of the portfolio, ranked #172.

IAG Wealth Partners first reported a position in WM in Q4 2019 and has held it in 27 quarters since. The position peaked at $119K in Q1 2026. 2,373 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • IAG Wealth Partners held 423 shares of Waste Management worth $94.3K as of Q2 2026.
  • IAG Wealth Partners sold 97 Waste Management shares in Q2 2026, an estimated $21.6K.
  • Waste Management made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #172 holding.
  • IAG Wealth Partners first reported a position in Waste Management in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Waste Management position peaked at $119K in Q1 2026.
  • 2,373 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.