MWM
WM icon

Mission Wealth Management’s Waste Management WM Stock Holding History

Mission 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 		$2.55M Buy
11,453
+2,007
+21% +$446K 0.03% 268
2026
Q1 		$2.17M Buy
9,446
+494
+6% +$114K 0.04% 203
2025
Q4 		$1.97M Sell
8,952
-715
-7% -$152K 0.04% 218
2025
Q3 		$2.13M Buy
9,667
+514
+6% +$116K 0.04% 211
2025
Q2 		$2.09M Sell
9,153
-46
-0.5% -$10.7K 0.04% 204
2025
Q1 		$2.13M Buy
9,199
+97
+1% +$21.5K 0.05% 187
2024
Q4 		$1.84M Buy
9,102
+8,103
+811% +$1.74M 0.04% 191
2024
Q3 		$207K Buy
999
+8
+0.8% +$1.67K 0.01% 631
2024
Q2 		$211K Sell
991
-323
-25% -$67.1K 0.01% 602
2024
Q1 		$280K Buy
+1,314
New +$258K 0.01% 573
2021
Q4 		– Sell
-3,470
Closed -$518K – 552
2021
Q3 		$518K Sell
3,470
-499
-13% -$74.7K 0.03% 282
2021
Q2 		$556K Sell
3,969
-271
-6% -$37.5K 0.03% 265
2021
Q1 		$547K Buy
+4,240
New +$496K 0.03% 245

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

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

Mission Wealth Management increased its Waste Management (WM) stake by 21% in Q2 2026, buying an estimated $446K and bringing the position to 11,453 shares worth $2.55M. The position accounts for 0.03% of the portfolio, ranked #268.

Mission Wealth Management first reported a position in WM in Q1 2021 and has held it in 13 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Mission Wealth Management held 11,453 shares of Waste Management worth $2.55M as of Q2 2026.
  • Mission Wealth Management bought 2,007 Waste Management shares in Q2 2026, an estimated $446K.
  • Waste Management made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Mission Wealth Management first reported a position in Waste Management in Q1 2021 and has held it in 13 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.