KWM
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Kingsview Wealth Management’s Waste Management WM Stock Holding History

Kingsview 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 		$3.33M Buy
14,937
+315
+2% +$70.1K 0.04% 436
2026
Q1 		$3.36M Sell
14,622
-8
-0.1% -$1.84K 0.05% 390
2025
Q4 		$3.21M Buy
14,630
+1,230
+9% +$262K 0.05% 374
2025
Q3 		$2.96M Buy
13,400
+311
+2% +$70K 0.05% 383
2025
Q2 		$3M Buy
13,089
+793
+6% +$184K 0.05% 355
2025
Q1 		$2.85M Buy
12,296
+149
+1% +$33K 0.05% 311
2024
Q4 		$2.45M Buy
12,147
+155
+1% +$33.3K 0.05% 341
2024
Q3 		$2.49M Buy
11,992
+696
+6% +$145K 0.05% 323
2024
Q2 		$2.41M Buy
11,296
+421
+4% +$87.5K 0.06% 300
2024
Q1 		$2.32M Buy
10,875
+1,521
+16% +$299K 0.06% 307
2023
Q4 		$1.68M Sell
9,354
-354
-4% -$59.4K 0.05% 321
2023
Q3 		$1.48M Sell
9,708
-175
-2% -$28.3K 0.05% 349
2023
Q2 		$1.71M Buy
9,883
+34
+0.3% +$5.62K 0.07% 273
2023
Q1 		$1.61M Sell
9,849
-392
-4% -$60K 0.07% 281
2022
Q4 		$1.61M Buy
10,241
+258
+3% +$41.5K 0.07% 262
2022
Q3 		$1.6M Buy
9,983
+1,394
+16% +$230K 0.08% 255
2022
Q2 		$1.31M Sell
8,589
-5,854
-41% -$917K 0.06% 295
2022
Q1 		$2.29M Buy
14,443
+5,585
+63% +$847K 0.1% 212
2021
Q4 		$1.48M Buy
8,858
+371
+4% +$59.7K 0.06% 297
2021
Q3 		$1.27M Buy
8,487
+389
+5% +$58.2K 0.06% 313
2021
Q2 		$1.14M Buy
8,098
+176
+2% +$24.3K 0.06% 339
2021
Q1 		$1.02M Sell
7,922
-268
-3% -$31.3K 0.06% 326
2020
Q4 		$966K Sell
8,190
-51
-0.6% -$5.95K 0.07% 285
2020
Q3 		$933K Buy
8,241
+76
+0.9% +$8.4K 0.08% 239
2020
Q2 		$865K Buy
8,165
+304
+4% +$30.7K 0.09% 226
2020
Q1 		$728K Buy
7,861
+170
+2% +$19.5K 0.1% 218
2019
Q4 		$876K Buy
7,691
+2,637
+52% +$298K 0.11% 210
2019
Q3 		$581K Buy
5,054
+1,309
+35% +$153K 0.09% 231
2019
Q2 		$432K Buy
3,745
+1,235
+49% +$134K 0.07% 265
2019
Q1 		$261K Buy
+2,510
New +$245K 0.04% 383

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

Kingsview Wealth Management's WM Position: Q2 2026 in Review

Kingsview Wealth Management increased its Waste Management (WM) stake by 2.2% in Q2 2026, buying an estimated $70.1K and bringing the position to 14,937 shares worth $3.33M. The position accounts for 0.04% of the portfolio, ranked #436.

Kingsview Wealth Management first reported a position in WM in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.36M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Kingsview Wealth Management held 14,937 shares of Waste Management worth $3.33M as of Q2 2026.
  • Kingsview Wealth Management bought 315 Waste Management shares in Q2 2026, an estimated $70.1K.
  • Waste Management made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #436 holding.
  • Kingsview Wealth Management first reported a position in Waste Management in Q1 2019 and has held it in 30 quarters since.
  • Kingsview Wealth Management's Waste Management position peaked at $3.36M in Q1 2026.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.