MWM
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Mindset Wealth Management’s Waste Management WM Stock Holding History

Mindset 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 		$486K Buy
2,182
+609
+39% +$135K 0.09% 101
2026
Q1 		$361K Buy
1,573
+306
+24% +$70.3K 0.1% 108
2025
Q4 		$278K Buy
1,267
+2
+0.2% +$426 0.07% 142
2025
Q3 		$279K Buy
1,265
+106
+9% +$23.9K 0.08% 128
2025
Q2 		$265K Buy
1,159
+50
+5% +$11.6K 0.09% 124
2025
Q1 		$257K Buy
+1,109
New +$246K 0.1% 108

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

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

Mindset Wealth Management increased its Waste Management (WM) stake by 39% in Q2 2026, buying an estimated $135K and bringing the position to 2,182 shares worth $486K. The position accounts for 0.09% of the portfolio, ranked #101.

Mindset Wealth Management first reported a position in WM in Q1 2025 and has held it in 6 quarters since. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Mindset Wealth Management held 2,182 shares of Waste Management worth $486K as of Q2 2026.
  • Mindset Wealth Management bought 609 Waste Management shares in Q2 2026, an estimated $135K.
  • Waste Management made up 0.09% of Mindset Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Mindset Wealth Management first reported a position in Waste Management in Q1 2025 and has held it in 6 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.