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Marshall & Sterling Wealth Advisors’s Waste Management WM Stock Holding History

Marshall & Sterling Wealth 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 		$572K Buy
2,567
+337
+15% +$75K 0.34% 57
2026
Q1 		$512K Sell
2,230
-299
-12% -$68.7K 0.34% 54
2025
Q4 		$556K Buy
2,529
+87
+4% +$18.5K 0.37% 49
2025
Q3 		$537K Sell
2,442
-9
-0.4% -$2.03K 0.34% 56
2025
Q2 		$559K Sell
2,451
-36
-1% -$8.35K 0.38% 49
2025
Q1 		$575K Buy
2,487
+34
+1% +$7.53K 0.39% 49
2024
Q4 		$495K Buy
+2,453
New +$527K 0.34% 55

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

Marshall & Sterling Wealth Advisors's WM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Waste Management (WM) stake by 15% in Q2 2026, buying an estimated $75K and bringing the position to 2,567 shares worth $572K. The position accounts for 0.34% of the portfolio, ranked #57.

Marshall & Sterling Wealth Advisors first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $575K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 2,567 shares of Waste Management worth $572K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 337 Waste Management shares in Q2 2026, an estimated $75K.
  • Waste Management made up 0.34% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Waste Management position peaked at $575K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.