Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Waste Management WM Stock Holding History

Legacy Financial Group (Iowa)’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 		$1.72M Sell
7,713
-90
-1% -$20K 0.19% 56
2026
Q1 		$1.79M Sell
7,803
-88
-1% -$20.2K 0.23% 51
2025
Q4 		$1.79M Sell
7,891
-31
-0.4% -$6.61K 0.22% 51
2025
Q3 		$1.75M Sell
7,922
-144
-2% -$32.4K 0.23% 48
2025
Q2 		$1.85M Buy
8,066
+394
+5% +$91.4K 0.26% 47
2025
Q1 		$1.78M Sell
7,672
-1,122
-13% -$248K 0.27% 44
2024
Q4 		$1.77M Buy
+8,794
New +$1.89M 0.29% 42
2024
Q3 		– Sell
-8,852
Closed -$1.89M – 106
2024
Q2 		$1.89M Sell
8,852
-30
-0.3% -$6.24K 0.37% 43
2024
Q1 		$1.89M Buy
+8,882
New +$1.75M 0.38% 40
2023
Q4 		– Sell
-8,762
Closed -$1.34M – 516
2023
Q3 		$1.34M Buy
+8,762
New +$1.42M 0.31% 43

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 Group (Iowa)'s WM Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Waste Management (WM) stake by 1.2% in Q2 2026, selling an estimated $20K and leaving 7,713 shares worth $1.72M. The position accounts for 0.19% of the portfolio, ranked #56.

Legacy Financial Group (Iowa) first reported a position in WM in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.89M in Q1 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Legacy Financial Group (Iowa) held 7,713 shares of Waste Management worth $1.72M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 90 Waste Management shares in Q2 2026, an estimated $20K.
  • Waste Management made up 0.19% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #56 holding.
  • Legacy Financial Group (Iowa) first reported a position in Waste Management in Q3 2023 and has held it in 10 quarters since.
  • Legacy Financial Group (Iowa)'s Waste Management position peaked at $1.89M in Q1 2024.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.