MWM
WM icon

Modern Wealth Management’s Waste Management WM Stock Holding History

Modern 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 		$767K Buy
3,440
+104
+3% +$23.1K 0.01% 587
2026
Q1 		$771K Buy
3,336
+519
+18% +$119K 0.01% 478
2025
Q4 		$619K Buy
2,817
+34
+1% +$7.25K 0.01% 496
2025
Q3 		$615K Buy
2,783
+149
+6% +$33.6K 0.01% 468
2025
Q2 		$603K Buy
2,634
+502
+24% +$116K 0.01% 446
2025
Q1 		$494K Buy
2,132
+469
+28% +$104K 0.02% 426
2024
Q4 		$336K Buy
1,663
+13
+0.8% +$2.79K 0.01% 432
2024
Q3 		$343K Buy
1,650
+373
+29% +$77.8K 0.02% 317
2024
Q2 		$273K Buy
1,277
+134
+12% +$27.9K 0.02% 327
2024
Q1 		$244K Buy
+1,143
New +$225K 0.02% 267

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

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

Modern Wealth Management increased its Waste Management (WM) stake by 3.1% in Q2 2026, buying an estimated $23.1K and bringing the position to 3,440 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #587.

Modern Wealth Management first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $771K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Modern Wealth Management held 3,440 shares of Waste Management worth $767K as of Q2 2026.
  • Modern Wealth Management bought 104 Waste Management shares in Q2 2026, an estimated $23.1K.
  • Waste Management made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #587 holding.
  • Modern Wealth Management first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's Waste Management position peaked at $771K in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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