Investor's Fiduciary Advisor Network’s Waste Management WM Stock Holding History

Investor's Fiduciary Advisor Network’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	$876K	Sell	3,932 -7	-0.2%	-$1.56K	0.3%	82
2026 Q1	$905K	Buy	3,939 +27	+0.7%	+$6.2K	0.28%	96
2025 Q4	$859K	Hold	3,912	–	–	0.18%	124
2025 Q3	$863K	Buy	3,912 +162	+4%	+$36.5K	0.29%	93
2025 Q2	$858K	Buy	3,750 +201	+6%	+$46.6K	0.32%	84
2025 Q1	$821K	Sell	3,549 -201	-5%	-$44.5K	0.39%	70
2024 Q4	$756K	Buy	+3,750	New	+$805K	0.29%	87

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Investor's Fiduciary Advisor Network's WM Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Waste Management (WM) stake by 0.18% in Q2 2026, selling an estimated $1.56K and leaving 3,932 shares worth $876K. The position accounts for 0.3% of the portfolio, ranked #82.

Investor's Fiduciary Advisor Network first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $905K in Q1 2026. 2,355 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Investor's Fiduciary Advisor Network held 3,932 shares of Waste Management worth $876K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 7 Waste Management shares in Q2 2026, an estimated $1.56K.
Waste Management made up 0.3% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #82 holding.
Investor's Fiduciary Advisor Network first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Waste Management position peaked at $905K in Q1 2026.
2,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.