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Meridian Wealth Advisors’s Waste Management WM Stock Holding History

Meridian 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 		$397K Buy
1,780
+3
+0.2% +$667 0.05% 159
2026
Q1 		$408K Buy
1,777
+17
+1% +$3.91K 0.05% 146
2025
Q4 		$387K Buy
1,760
+18
+1% +$3.84K 0.05% 139
2025
Q3 		$385K Buy
1,742
+29
+2% +$6.53K 0.05% 138
2025
Q2 		$392K Buy
1,713
+2
+0.1% +$464 0.06% 134
2025
Q1 		$396K Buy
1,711
+2
+0.1% +$443 0.07% 127
2024
Q4 		$345K Sell
1,709
-142
-8% -$30.5K 0.06% 138
2024
Q3 		$384K Buy
1,851
+2
+0.1% +$417 0.06% 135
2024
Q2 		$394K Buy
1,849
+2
+0.1% +$416 0.07% 129
2024
Q1 		$394K Buy
1,847
+2
+0.1% +$393 0.07% 125
2023
Q4 		$330K Sell
1,845
-92
-5% -$15.4K 0.07% 137
2023
Q3 		$295K Buy
1,937
+87
+5% +$14.1K 0.07% 145
2023
Q2 		$321K Buy
1,850
+3
+0.2% +$496 0.08% 139
2023
Q1 		$301K Hold
1,847
– – 0.08% 148
2022
Q4 		$290K Buy
1,847
+1
+0.1% +$161 0.07% 155
2022
Q3 		$296K Hold
1,846
– – 0.08% 149
2022
Q2 		$282K Hold
1,846
– – 0.07% 161
2022
Q1 		$293K Buy
+1,846
New +$280K 0.07% 172
2020
Q3 		– Sell
-2,309
Closed -$245K – 175
2020
Q2 		$245K Buy
2,309
+100
+5% +$10.1K 0.11% 141
2020
Q1 		$204K Buy
+2,209
New +$253K 0.11% 134
2019
Q1 		– Sell
-1,209
Closed -$108K – 400
2018
Q4 		$108K Buy
+1,209
New +$109K 0.08% 159

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

Meridian Wealth Advisors's WM Position: Q2 2026 in Review

Meridian Wealth Advisors increased its Waste Management (WM) stake by 0.17% in Q2 2026, buying an estimated $667 and bringing the position to 1,780 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #159.

Meridian Wealth Advisors first reported a position in WM in Q4 2018 and has held it in 21 quarters since. The position peaked at $408K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Meridian Wealth Advisors held 1,780 shares of Waste Management worth $397K as of Q2 2026.
  • Meridian Wealth Advisors bought 3 Waste Management shares in Q2 2026, an estimated $667.
  • Waste Management made up 0.05% of Meridian Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Meridian Wealth Advisors first reported a position in Waste Management in Q4 2018 and has held it in 21 quarters since.
  • Meridian Wealth Advisors's Waste Management position peaked at $408K in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.