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MBM Wealth Consultants’s Waste Management WM Stock Holding History

MBM Wealth Consultants’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 		$2.16M Buy
9,699
+1,212
+14% +$270K 0.42% 34
2026
Q1 		$1.95M Sell
8,487
-1,115
-12% -$256K 0.45% 31
2025
Q4 		$2.11M Buy
9,602
+316
+3% +$67.4K 0.5% 28
2025
Q3 		$2.05M Buy
9,286
+889
+11% +$200K 0.51% 28
2025
Q2 		$1.92M Sell
8,397
-253
-3% -$58.7K 0.51% 28
2025
Q1 		$2M Buy
8,650
+74
+0.9% +$16.4K 0.59% 22
2024
Q4 		$1.72M Buy
8,576
+169
+2% +$36.3K 0.51% 29
2024
Q3 		$1.75M Buy
8,407
+453
+6% +$94.5K 0.55% 25
2024
Q2 		$1.67M Buy
7,954
+211
+3% +$43.9K 0.57% 23
2024
Q1 		$1.65M Sell
7,743
-178
-2% -$35K 0.58% 22
2023
Q4 		$1.47M Buy
7,921
+455
+6% +$76.3K 0.55% 21
2023
Q3 		$1.19M Buy
7,466
+420
+6% +$68K 0.52% 25
2023
Q2 		$1.19M Buy
7,046
+808
+13% +$134K 0.51% 24
2023
Q1 		$1.11M Hold
6,238
– – 0.45% 27
2022
Q4 		$980K Buy
6,238
+18
+0.3% +$2.9K 0.45% 26
2022
Q3 		$1.03M Sell
6,220
-215
-3% -$35.5K 0.5% 21
2022
Q2 		$984K Buy
6,435
+175
+3% +$27.4K 0.48% 23
2022
Q1 		$992K Buy
6,260
+347
+6% +$52.6K 0.41% 32
2021
Q4 		$987K Buy
5,913
+82
+1% +$13.2K 0.41% 32
2021
Q3 		$871K Buy
5,831
+87
+2% +$13K 0.4% 39
2021
Q2 		$805K Sell
5,744
-252
-4% -$34.8K 0.38% 38
2021
Q1 		$773K Sell
5,996
-277
-4% -$32.4K 0.39% 39
2020
Q4 		$739K Buy
6,273
+728
+13% +$84.9K 0.4% 37
2020
Q3 		$628K Buy
5,545
+58
+1% +$6.41K 0.4% 35
2020
Q2 		$582K Sell
5,487
-376
-6% -$38K 0.41% 34
2020
Q1 		$543K Buy
5,863
+96
+2% +$11K 0.45% 39
2019
Q4 		$657K Sell
5,767
-429
-7% -$48.4K 0.49% 39
2019
Q3 		$713K Sell
6,196
-821
-12% -$95.9K 0.56% 38
2019
Q2 		$810K Sell
7,017
-90
-1% -$9.77K 0.67% 33
2019
Q1 		$738K Sell
7,107
-160
-2% -$15.6K 0.65% 37
2018
Q4 		$647K Buy
+7,267
New +$652K 0.63% 41

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MBM Wealth Consultants's WM Position: Q2 2026 in Review

MBM Wealth Consultants increased its Waste Management (WM) stake by 14% in Q2 2026, buying an estimated $270K and bringing the position to 9,699 shares worth $2.16M. The position accounts for 0.42% of the portfolio, ranked #34.

MBM Wealth Consultants first reported a position in WM in Q4 2018 and has held it in 31 quarters since. 1,035 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • MBM Wealth Consultants held 9,699 shares of Waste Management worth $2.16M as of Q2 2026.
  • MBM Wealth Consultants bought 1,212 Waste Management shares in Q2 2026, an estimated $270K.
  • Waste Management made up 0.42% of MBM Wealth Consultants's portfolio in Q2 2026, its #34 holding.
  • MBM Wealth Consultants first reported a position in Waste Management in Q4 2018 and has held it in 31 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.