IWA
WM icon

Icon Wealth Advisors’s Waste Management WM Stock Holding History

Icon Wealth Advisors’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 		$625K Buy
2,804
+1,299
+86% +$289K 0.04% 255
2026
Q1 		$347K Buy
+1,505
New +$346K 0.02% 299
2024
Q2 		– Sell
-529
Closed -$113K – 499
2024
Q1 		$113K Buy
+529
New +$104K 0.01% 449

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

Icon Wealth Advisors's WM Position: Q2 2026 in Review

Icon Wealth Advisors increased its Waste Management (WM) stake by 86% in Q2 2026, buying an estimated $289K and bringing the position to 2,804 shares worth $625K. The position accounts for 0.04% of the portfolio, ranked #255.

Icon Wealth Advisors first reported a position in WM in Q1 2024 and has held it in 3 quarters since. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Icon Wealth Advisors held 2,804 shares of Waste Management worth $625K as of Q2 2026.
  • Icon Wealth Advisors bought 1,299 Waste Management shares in Q2 2026, an estimated $289K.
  • Waste Management made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #255 holding.
  • Icon Wealth Advisors first reported a position in Waste Management in Q1 2024 and has held it in 3 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.