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Monograph Wealth Advisors’s Waste Management WM Stock Holding History

Monograph Wealth Advisors’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 		$2.11M Sell
9,459
-458
-5% -$102K 0.17% 42
2026
Q1 		$2.28M Hold
9,917
– – 0.22% 39
2025
Q4 		$2.18M Sell
9,917
-924
-9% -$197K 0.21% 42
2025
Q3 		$2.39M Sell
10,841
-721
-6% -$162K 0.24% 38
2025
Q2 		$2.65M Buy
11,562
+8
+0.1% +$1.86K 0.33% 33
2025
Q1 		$2.67M Sell
11,554
-1,475
-11% -$327K 0.36% 31
2024
Q4 		$2.63M Sell
13,029
-420
-3% -$90.2K 0.35% 32
2024
Q3 		$2.79M Sell
13,449
-100
-0.7% -$20.9K 0.36% 28
2024
Q2 		$2.89M Sell
13,549
-1,428
-10% -$297K 0.42% 30
2024
Q1 		$3.19M Buy
+14,977
New +$2.94M 0.47% 25

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

Monograph Wealth Advisors's WM Position: Q2 2026 in Review

Monograph Wealth Advisors reduced its Waste Management (WM) stake by 4.6% in Q2 2026, selling an estimated $102K and leaving 9,459 shares worth $2.11M. The position accounts for 0.17% of the portfolio, ranked #42.

Monograph Wealth Advisors first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.19M in Q1 2024. 2,369 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Monograph Wealth Advisors held 9,459 shares of Waste Management worth $2.11M as of Q2 2026.
  • Monograph Wealth Advisors sold 458 Waste Management shares in Q2 2026, an estimated $102K.
  • Waste Management made up 0.17% of Monograph Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Monograph Wealth Advisors first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • Monograph Wealth Advisors's Waste Management position peaked at $3.19M in Q1 2024.
  • 2,369 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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