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Mitchell & Pahl Private Wealth’s Waste Management WM Stock Holding History

Mitchell & Pahl Private Wealth’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 		$3.5M Buy
15,692
+324
+2% +$72.1K 1.28% 19
2026
Q1 		$3.53M Hold
15,368
– – 1.43% 11
2025
Q4 		$3.38M Buy
15,368
+174
+1% +$37.1K 1.4% 10
2025
Q3 		$3.36M Sell
15,194
-40
-0.3% -$9.01K 1.41% 12
2025
Q2 		$3.49M Buy
15,234
+123
+0.8% +$28.5K 1.54% 5
2025
Q1 		$3.5M Buy
15,111
+55
+0.4% +$12.2K 1.63% 7
2024
Q4 		$3.04M Buy
15,056
+316
+2% +$67.9K 1.42% 10
2024
Q3 		$3.06M Buy
14,740
+107
+0.7% +$22.3K 1.42% 13
2024
Q2 		$3.12M Buy
14,633
+5
+0% +$1.04K 1.65% 9
2024
Q1 		$3.12M Sell
14,628
-168
-1% -$33K 1.64% 9
2023
Q4 		$2.65M Sell
14,796
-359
-2% -$60.2K 1.5% 11
2023
Q3 		$2.31M Buy
15,155
+505
+3% +$81.7K 1.37% 15
2023
Q2 		$2.54M Buy
14,650
+170
+1% +$28.1K 1.53% 14
2023
Q1 		$2.36M Buy
14,480
+225
+2% +$34.5K 1.48% 14
2022
Q4 		$2.24M Sell
14,255
-16
-0.1% -$2.58K 1.47% 14
2022
Q3 		$2.29M Buy
14,271
+36
+0.3% +$5.94K 1.69% 9
2022
Q2 		$2.18M Buy
14,235
+362
+3% +$56.7K 1.51% 13
2022
Q1 		$2.2M Buy
13,873
+438
+3% +$66.4K 1.4% 15
2021
Q4 		$2.24M Buy
13,435
+155
+1% +$24.9K 1.44% 15
2021
Q3 		$1.98M Buy
13,280
+62
+0.5% +$9.28K 1.43% 14
2021
Q2 		$1.85M Buy
13,218
+346
+3% +$47.8K 1.32% 19
2021
Q1 		$1.66M Buy
12,872
+427
+3% +$49.9K 1.29% 22
2020
Q4 		$1.47M Buy
+12,445
New +$1.45M 1.23% 21

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

Mitchell & Pahl Private Wealth's WM Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Waste Management (WM) stake by 2.1% in Q2 2026, buying an estimated $72.1K and bringing the position to 15,692 shares worth $3.5M. The position accounts for 1.28% of the portfolio, ranked #19.

Mitchell & Pahl Private Wealth first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.53M in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 15,692 shares of Waste Management worth $3.5M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 324 Waste Management shares in Q2 2026, an estimated $72.1K.
  • Waste Management made up 1.28% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #19 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Waste Management position peaked at $3.53M in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.