Measured Wealth Private Client Group’s Waste Management WM Stock Holding History

Measured Wealth Private Client Group’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	$173K	Buy	775 +2	+0.3%	+$445	0.04%	212
2026 Q1	$178K	Buy	773 +3	+0.4%	+$689	0.05%	197
2025 Q4	$169K	Sell	770 -2	-0.3%	-$426	0.04%	210
2025 Q3	$171K	Buy	+772	New	+$174K	0.05%	199
2019 Q3	–	Sell	-2,405	Closed	-$277K	–	205
2019 Q2	$277K	Sell	2,405 -639	-21%	-$69.3K	0.16%	144
2019 Q1	$316K	Buy	3,044 +633	+26%	+$61.8K	0.19%	118
2018 Q4	$215K	Sell	2,411 -833	-26%	-$74.8K	0.2%	93
2018 Q3	$293K	Sell	3,244 -118	-4%	-$10.5K	0.18%	113
2018 Q2	$273K	Buy	+3,362	New	+$278K	0.22%	110

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Measured Wealth Private Client Group's WM Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Waste Management (WM) stake by 0.26% in Q2 2026, buying an estimated $445 and bringing the position to 775 shares worth $173K. The position accounts for 0.04% of the portfolio, ranked #212.

Measured Wealth Private Client Group first reported a position in WM in Q2 2018 and has held it in 9 quarters since. The position peaked at $316K in Q1 2019. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Measured Wealth Private Client Group held 775 shares of Waste Management worth $173K as of Q2 2026.
Measured Wealth Private Client Group bought 2 Waste Management shares in Q2 2026, an estimated $445.
Waste Management made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #212 holding.
Measured Wealth Private Client Group first reported a position in Waste Management in Q2 2018 and has held it in 9 quarters since.
Measured Wealth Private Client Group's Waste Management position peaked at $316K in Q1 2019.
2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.