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Kerr Financial Planning’s Waste Management WM Stock Holding History

Kerr Financial Planning’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 		$23.5K Hold
106
– – 0.03% 260
2026
Q1 		$23.9K Buy
106
+81
+324% +$18.6K 0.02% 256
2025
Q4 		$5.74K Sell
25
-6
-19% -$1.28K 0.01% 413
2025
Q3 		$6.51K Buy
+31
New +$6.98K 0.01% 400

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

Kerr Financial Planning's WM Position: Q2 2026 in Review

Kerr Financial Planning held its Waste Management (WM) position steady in Q2 2026 at 106 shares worth $23.5K. The position accounts for 0.03% of the portfolio, ranked #260.

Kerr Financial Planning first reported a position in WM in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.9K in Q1 2026. 2,351 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Kerr Financial Planning held 106 shares of Waste Management worth $23.5K as of Q2 2026.
  • Kerr Financial Planning left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #260 holding.
  • Kerr Financial Planning first reported a position in Waste Management in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Waste Management position peaked at $23.9K in Q1 2026.
  • 2,351 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.