Moisand Fitzgerald Tamayo’s Waste Management WM Stock Holding History

Moisand Fitzgerald Tamayo’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	$48.8K	Hold	219	–	–	﹤0.01%	207
2026 Q1	$50.3K	Hold	219	–	–	0.01%	198
2025 Q4	$48.1K	Hold	219	–	–	0.01%	203
2025 Q3	$48.4K	Hold	219	–	–	0.01%	202
2025 Q2	$50.1K	Hold	219	–	–	0.01%	196
2025 Q1	$50.7K	Hold	219	–	–	0.01%	186
2024 Q4	$44.2K	Hold	219	–	–	0.01%	202
2024 Q3	$45.5K	Hold	219	–	–	0.01%	204
2024 Q2	$46.7K	Hold	219	–	–	0.01%	186
2024 Q1	$46.7K	Hold	219	–	–	0.01%	185
2023 Q4	$39.2K	Hold	219	–	–	0.01%	196
2023 Q3	$33.4K	Hold	219	–	–	0.01%	209
2023 Q2	$38K	Hold	219	–	–	0.01%	195
2023 Q1	$35.7K	Hold	219	–	–	0.01%	208
2022 Q4	$34.4K	Buy	219 +59	+37%	+$9.49K	0.01%	199
2022 Q3	$26K	Buy	160 +60	+60%	+$9.9K	0.01%	207
2022 Q2	$15K	Buy	+100	New	+$15.7K	﹤0.01%	245

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Moisand Fitzgerald Tamayo's WM Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Waste Management (WM) position steady in Q2 2026 at 219 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Moisand Fitzgerald Tamayo first reported a position in WM in Q2 2022 and has held it in 17 quarters since. The position peaked at $50.7K in Q1 2025. 526 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Moisand Fitzgerald Tamayo held 219 shares of Waste Management worth $48.8K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Waste Management share count unchanged in Q2 2026.
Waste Management made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #207 holding.
Moisand Fitzgerald Tamayo first reported a position in Waste Management in Q2 2022 and has held it in 17 quarters since.
Moisand Fitzgerald Tamayo's Waste Management position peaked at $50.7K in Q1 2025.
526 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.