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Legacy Financial Advisors’s Waste Management WM Stock Holding History

Legacy Financial Advisors’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 		$371K Sell
1,665
-12
-0.7% -$2.67K 0.05% 303
2026
Q1 		$385K Buy
1,677
+5
+0.3% +$1.15K 0.05% 274
2025
Q4 		$367K Buy
1,672
+164
+11% +$35K 0.05% 279
2025
Q3 		$333K Sell
1,508
-158
-9% -$35.6K 0.05% 301
2025
Q2 		$381K Sell
1,666
-16
-1% -$3.71K 0.06% 235
2025
Q1 		$389K Buy
1,682
+105
+7% +$23.3K 0.07% 243
2024
Q4 		$318K Sell
1,577
-124
-7% -$26.6K 0.05% 266
2024
Q3 		$353K Sell
1,701
-8
-0.5% -$1.67K 0.06% 250
2024
Q2 		$365K Buy
1,709
+27
+2% +$5.61K 0.06% 223
2024
Q1 		$359K Buy
1,682
+3
+0.2% +$590 0.06% 218
2023
Q4 		$301K Buy
1,679
+180
+12% +$30.2K 0.06% 230
2023
Q3 		$229K Buy
1,499
+210
+16% +$34K 0.05% 234
2023
Q2 		$224K Sell
1,289
-94
-7% -$15.5K 0.04% 231
2023
Q1 		$226K Sell
1,383
-2
-0.1% -$306 0.05% 226
2022
Q4 		$217K Sell
1,385
-197
-12% -$31.7K 0.05% 221
2022
Q3 		$253K Buy
1,582
+228
+17% +$37.6K 0.06% 183
2022
Q2 		$207K Buy
+1,354
New +$212K 0.05% 205
2022
Q1 		– Sell
-1,218
Closed -$203K – 253
2021
Q4 		$203K Buy
+1,218
New +$196K 0.05% 200
2019
Q2 		– Sell
-686
Closed -$71K – 907
2019
Q1 		$71K Buy
686
+205
+43% +$20K 0.02% 221
2018
Q4 		$43K Buy
481
+191
+66% +$17.1K 0.02% 268
2018
Q3 		$26K Hold
290
– – 0.01% 337
2018
Q2 		$24K Sell
290
-86
-23% -$7.12K 0.01% 352
2018
Q1 		$31K Buy
376
+86
+30% +$7.38K 0.01% 302
2017
Q4 		$25K Buy
+290
New +$23.6K 0.01% 338

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 Financial Advisors's WM Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Waste Management (WM) stake by 0.72% in Q2 2026, selling an estimated $2.67K and leaving 1,665 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #303.

Legacy Financial Advisors first reported a position in WM in Q4 2017 and has held it in 24 quarters since. The position peaked at $389K in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Legacy Financial Advisors held 1,665 shares of Waste Management worth $371K as of Q2 2026.
  • Legacy Financial Advisors sold 12 Waste Management shares in Q2 2026, an estimated $2.67K.
  • Waste Management made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #303 holding.
  • Legacy Financial Advisors first reported a position in Waste Management in Q4 2017 and has held it in 24 quarters since.
  • Legacy Financial Advisors's Waste Management position peaked at $389K in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.