IWM
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Iams Wealth Management’s Waste Management WM Stock Holding History

Iams Wealth Management’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 		$1.32M Buy
5,943
+560
+10% +$125K 0.4% 72
2026
Q1 		$1.24M Sell
5,383
-338
-6% -$77.7K 0.43% 71
2025
Q4 		$1.26M Sell
5,721
-119
-2% -$25.4K 0.45% 73
2025
Q3 		$1.29M Buy
+5,840
New +$1.32M 0.52% 61

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Iams Wealth Management's WM Position: Q2 2026 in Review

Iams Wealth Management increased its Waste Management (WM) stake by 10% in Q2 2026, buying an estimated $125K and bringing the position to 5,943 shares worth $1.32M. The position accounts for 0.4% of the portfolio, ranked #72.

Iams Wealth Management first reported a position in WM in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Iams Wealth Management held 5,943 shares of Waste Management worth $1.32M as of Q2 2026.
  • Iams Wealth Management bought 560 Waste Management shares in Q2 2026, an estimated $125K.
  • Waste Management made up 0.4% of Iams Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Iams Wealth Management first reported a position in Waste Management in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.