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Legacy Capital Wealth Partners’s Waste Management WM Stock Holding History

Legacy Capital Wealth Partners’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 		$393K Sell
1,761
-27
-2% -$6K 0.08% 246
2026
Q1 		$411K Sell
1,788
-72
-4% -$16.5K 0.08% 238
2025
Q4 		$409K Sell
1,860
-100
-5% -$21.3K 0.09% 238
2025
Q3 		$433K Sell
1,960
-7
-0.4% -$1.58K 0.09% 232
2025
Q2 		$450K Buy
1,967
+54
+3% +$12.5K 0.1% 217
2025
Q1 		$443K Sell
1,913
-3
-0.2% -$664 0.11% 206
2024
Q4 		$387K Sell
1,916
-33
-2% -$7.09K 0.1% 226
2024
Q3 		$405K Sell
1,949
-2
-0.1% -$417 0.08% 234
2024
Q2 		$416K Sell
1,951
-1,398
-42% -$291K 0.11% 186
2024
Q1 		$553K Buy
3,349
+1,285
+62% +$253K 0.39% 61
2023
Q4 		$370K Sell
2,064
-76
-4% -$12.7K 0.1% 190
2023
Q3 		$326K Buy
+2,140
New +$346K 0.09% 206
2023
Q2 		– Sell
-1,969
Closed -$321K – 246
2023
Q1 		$321K Buy
+1,969
New +$302K 0.09% 186

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 Wealth Partners's WM Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Waste Management (WM) stake by 1.5% in Q2 2026, selling an estimated $6K and leaving 1,761 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #246.

Legacy Capital Wealth Partners first reported a position in WM in Q1 2023 and has held it in 13 quarters since. The position peaked at $553K in Q1 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Legacy Capital Wealth Partners held 1,761 shares of Waste Management worth $393K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 27 Waste Management shares in Q2 2026, an estimated $6K.
  • Waste Management made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #246 holding.
  • Legacy Capital Wealth Partners first reported a position in Waste Management in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Wealth Partners's Waste Management position peaked at $553K in Q1 2024.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.