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Legacy Capital Group California’s Waste Management WM Stock Holding History

Legacy Capital Group California’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 		$547K Sell
2,456
-71
-3% -$15.8K 0.17% 181
2026
Q1 		$581K Sell
2,527
-287
-10% -$65.9K 0.22% 155
2025
Q4 		$618K Sell
2,814
-33
-1% -$7.03K 0.15% 176
2025
Q3 		$629K Sell
2,847
-2
-0.1% -$450 0.16% 173
2025
Q2 		$652K Sell
2,849
-110
-4% -$25.5K 0.18% 144
2025
Q1 		$685K Sell
2,959
-31
-1% -$6.87K 0.24% 109
2024
Q4 		$603K Sell
2,990
-29
-1% -$6.23K 0.18% 152
2024
Q3 		$627K Sell
3,019
-158
-5% -$33K 0.21% 140
2024
Q2 		$678K Buy
3,177
+32
+1% +$6.65K 0.24% 128
2024
Q1 		$670K Sell
3,145
-117
-4% -$23K 0.25% 134
2023
Q4 		$584K Buy
3,262
+45
+1% +$7.55K 0.23% 137
2023
Q3 		$490K Buy
3,217
+17
+0.5% +$2.75K 0.21% 143
2023
Q2 		$555K Buy
3,200
+86
+3% +$14.2K 0.23% 133
2023
Q1 		$508K Buy
+3,114
New +$477K 0.25% 122

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

Legacy Capital Group California's WM Position: Q2 2026 in Review

Legacy Capital Group California reduced its Waste Management (WM) stake by 2.8% in Q2 2026, selling an estimated $15.8K and leaving 2,456 shares worth $547K. The position accounts for 0.17% of the portfolio, ranked #181.

Legacy Capital Group California first reported a position in WM in Q1 2023 and has held it in 14 quarters since. The position peaked at $685K in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Legacy Capital Group California held 2,456 shares of Waste Management worth $547K as of Q2 2026.
  • Legacy Capital Group California sold 71 Waste Management shares in Q2 2026, an estimated $15.8K.
  • Waste Management made up 0.17% of Legacy Capital Group California's portfolio in Q2 2026, its #181 holding.
  • Legacy Capital Group California first reported a position in Waste Management in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Waste Management position peaked at $685K in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.