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Legacy Wealth Asset Management’s Waste Management WM Stock Holding History

Legacy Wealth Asset 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 		$706K Buy
3,166
+1
+0% +$222 0.15% 204
2026
Q1 		$727K Buy
3,165
+44
+1% +$10.1K 0.18% 190
2025
Q4 		$686K Buy
3,121
+62
+2% +$13.2K 0.17% 191
2025
Q3 		$676K Buy
3,059
+127
+4% +$28.6K 0.16% 199
2025
Q2 		$671K Hold
2,932
– – 0.17% 183
2025
Q1 		$679K Sell
2,932
-20
-0.7% -$4.43K 0.19% 167
2024
Q4 		$596K Sell
2,952
-34
-1% -$7.3K 0.16% 201
2024
Q3 		$620K Buy
2,986
+2
+0.1% +$417 0.17% 201
2024
Q2 		$637K Buy
2,984
+20
+0.7% +$4.16K 0.18% 176
2024
Q1 		$632K Buy
2,964
+13
+0.4% +$2.56K 0.18% 177
2023
Q4 		$529K Buy
2,951
+4
+0.1% +$671 0.17% 209
2023
Q3 		$449K Buy
2,947
+33
+1% +$5.34K 0.16% 223
2023
Q2 		$505K Buy
2,914
+16
+0.6% +$2.65K 0.18% 200
2023
Q1 		$473K Buy
2,898
+19
+0.7% +$2.91K 0.17% 202
2022
Q4 		$452K Buy
2,879
+43
+2% +$6.92K 0.17% 207
2022
Q3 		$454K Buy
+2,836
New +$468K 0.2% 177

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

Legacy Wealth Asset Management increased its Waste Management (WM) stake by 0.03% in Q2 2026, buying an estimated $222 and bringing the position to 3,166 shares worth $706K. The position accounts for 0.15% of the portfolio, ranked #204.

Legacy Wealth Asset Management first reported a position in WM in Q3 2022 and has held it in 16 quarters since. The position peaked at $727K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Legacy Wealth Asset Management held 3,166 shares of Waste Management worth $706K as of Q2 2026.
  • Legacy Wealth Asset Management bought 1 Waste Management share in Q2 2026, an estimated $222.
  • Waste Management made up 0.15% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #204 holding.
  • Legacy Wealth Asset Management first reported a position in Waste Management in Q3 2022 and has held it in 16 quarters since.
  • Legacy Wealth Asset Management's Waste Management position peaked at $727K in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.