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Intentional Wealth Strategies’s Waste Management WM Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-9
Closed -$2.07K – 894
2026
Q1 		$2.07K Buy
+9
New +$2.07K ﹤0.01% 653

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

Intentional Wealth Strategies's WM Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Waste Management (WM) in Q2 2026, closing a stake of 9 shares — an estimated $2.07K sold.

Intentional Wealth Strategies first reported a position in WM in Q1 2026 and held it in 1 quarter. The position peaked at $2.07K in Q1 2026. 2,351 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 9 Waste Management shares in Q2 2026, an estimated $2.07K.
  • Intentional Wealth Strategies first reported a position in Waste Management in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Waste Management position peaked at $2.07K in Q1 2026.
  • 2,351 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.