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Independent Solutions Wealth Management’s Waste Management WM Stock Holding History

Independent Solutions 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 		$300K Sell
1,347
-200
-13% -$44.5K 0.04% 168
2026
Q1 		$356K Sell
1,547
-183
-11% -$42K 0.05% 155
2025
Q4 		$380K Sell
1,730
-209
-11% -$44.5K 0.07% 138
2025
Q3 		$428K Hold
1,939
– – 0.08% 130
2025
Q2 		$444K Buy
1,939
+91
+5% +$21.1K 0.09% 130
2025
Q1 		$428K Sell
1,848
-8
-0.4% -$1.77K 0.1% 129
2024
Q4 		$375K Sell
1,856
-96
-5% -$20.6K 0.08% 130
2024
Q3 		$405K Sell
1,952
-144
-7% -$30K 0.09% 125
2024
Q2 		$447K Sell
2,096
-7
-0.3% -$1.46K 0.1% 124
2024
Q1 		$448K Sell
2,103
-300
-12% -$59K 0.11% 130
2023
Q4 		$430K Sell
2,403
-411
-15% -$68.9K 0.11% 129
2023
Q3 		$429K Hold
2,814
– – 0.11% 135
2023
Q2 		$488K Sell
2,814
-15
-0.5% -$2.48K 0.12% 128
2023
Q1 		$462K Sell
2,829
-322
-10% -$49.3K 0.14% 125
2022
Q4 		$494K Sell
3,151
-408
-11% -$65.7K 0.15% 123
2022
Q3 		$570K Sell
3,559
-27
-0.8% -$4.46K 0.19% 103
2022
Q2 		$549K Sell
3,586
-1,028
-22% -$161K 0.17% 111
2022
Q1 		$731K Sell
4,614
-173
-4% -$26.2K 0.17% 103
2021
Q4 		$799K Buy
4,787
+53
+1% +$8.52K 0.19% 106
2021
Q3 		$707K Sell
4,734
-566
-11% -$84.7K 0.18% 110
2021
Q2 		$743K Sell
5,300
-242
-4% -$33.5K 0.18% 108
2021
Q1 		$715K Sell
5,542
-287
-5% -$33.5K 0.2% 97
2020
Q4 		$687K Sell
5,829
-375
-6% -$43.7K 0.21% 91
2020
Q3 		$702K Sell
6,204
-1,700
-22% -$188K 0.27% 77
2020
Q2 		$837K Buy
7,904
+316
+4% +$31.9K 0.36% 58
2020
Q1 		$702K Sell
7,588
-174
-2% -$20K 0.39% 52
2019
Q4 		$885K Buy
+7,762
New +$877K 0.39% 49

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

Independent Solutions Wealth Management's WM Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Waste Management (WM) stake by 13% in Q2 2026, selling an estimated $44.5K and leaving 1,347 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #168.

Independent Solutions Wealth Management first reported a position in WM in Q4 2019 and has held it in 27 quarters since. The position peaked at $885K in Q4 2019. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Independent Solutions Wealth Management held 1,347 shares of Waste Management worth $300K as of Q2 2026.
  • Independent Solutions Wealth Management sold 200 Waste Management shares in Q2 2026, an estimated $44.5K.
  • Waste Management made up 0.04% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Independent Solutions Wealth Management first reported a position in Waste Management in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Waste Management position peaked at $885K in Q4 2019.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.