LWM
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Liberty Wealth Management’s Waste Management WM Stock Holding History

Liberty Wealth 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 		$3.76M Hold
16,370
– – 0.47% 55
2026
Q1 		$3.76M Buy
16,370
+28
+0.2% +$6.43K 0.47% 55
2025
Q4 		$3.59M Buy
16,342
+1
+0% +$213 0.46% 50
2025
Q3 		$3.61M Buy
16,341
+1
+0% +$225 0.51% 48
2025
Q2 		$3.74M Buy
16,340
+2
+0% +$464 0.59% 43
2025
Q1 		$3.78M Buy
16,338
+2
+0% +$443 0.72% 36
2024
Q4 		$3.3M Buy
16,336
+1
+0% +$215 0.55% 42
2024
Q3 		$3.39M Sell
16,335
-3
-0% -$626 0.58% 41
2024
Q2 		$3.49M Sell
16,338
-663
-4% -$138K 0.64% 39
2024
Q1 		$3.62M Buy
+17,001
New +$3.34M 0.71% 34
2021
Q4 		– Sell
-405
Closed -$60K – 1106
2021
Q3 		$60K Buy
405
+2
+0.5% +$299 0.02% 389
2021
Q2 		$57K Buy
403
+4
+1% +$553 0.02% 295
2021
Q1 		$44K Hold
399
– – 0.02% 303
2020
Q4 		$44K Buy
399
+1
+0.3% +$117 0.02% 300
2020
Q3 		$45K Sell
398
-31
-7% -$3.43K 0.03% 253
2020
Q2 		$45K Sell
429
-18
-4% -$1.82K 0.03% 238
2020
Q1 		$41K Sell
447
-5
-1% -$574 0.04% 235
2019
Q4 		$52K Buy
452
+400
+769% +$45.2K 0.04% 241
2019
Q3 		$6K Sell
52
-339
-87% -$39.6K 0.01% 614
2019
Q2 		$45K Buy
+391
New +$42.4K 0.04% 265

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

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

Liberty Wealth Management held its Waste Management (WM) position steady in Q2 2026 at 16,370 shares worth $3.76M. The position accounts for 0.47% of the portfolio, ranked #55.

Liberty Wealth Management first reported a position in WM in Q2 2019 and has held it in 20 quarters since. The position peaked at $3.78M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Liberty Wealth Management held 16,370 shares of Waste Management worth $3.76M as of Q2 2026.
  • Liberty Wealth Management left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.47% of Liberty Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Liberty Wealth Management first reported a position in Waste Management in Q2 2019 and has held it in 20 quarters since.
  • Liberty Wealth Management's Waste Management position peaked at $3.78M in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.