MWM
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Moran Wealth Management’s Waste Management WM Stock Holding History

Moran 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 		$5M Sell
22,447
-563
-2% -$125K 0.14% 211
2026
Q1 		$5.29M Buy
23,010
+60
+0.3% +$13.8K 0.16% 185
2025
Q4 		$5.04M Buy
22,950
+235
+1% +$50.1K 0.15% 200
2025
Q3 		$5.02M Sell
22,715
-546
-2% -$123K 0.15% 175
2025
Q2 		$5.32M Sell
23,261
-201
-0.9% -$46.6K 0.16% 173
2025
Q1 		$5.43M Buy
23,462
+752
+3% +$167K 0.18% 161
2024
Q4 		$4.58M Buy
22,710
+530
+2% +$114K 0.15% 177
2024
Q3 		$4.6M Sell
22,180
-71
-0.3% -$14.8K 0.14% 178
2024
Q2 		$4.75M Sell
22,251
-93
-0.4% -$19.3K 0.16% 176
2024
Q1 		$4.76M Sell
22,344
-2,029
-8% -$399K 0.15% 178
2023
Q4 		$4.37M Sell
24,373
-1,769
-7% -$297K 0.16% 185
2023
Q3 		$3.99M Sell
26,142
-3,010
-10% -$487K 0.15% 175
2023
Q2 		$5.06M Sell
29,152
-7,376
-20% -$1.22M 0.19% 153
2023
Q1 		$5.96M Sell
36,528
-4,917
-12% -$753K 0.23% 142
2022
Q4 		$6.5M Buy
+41,445
New +$6.67M 0.25% 122

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

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

Moran Wealth Management reduced its Waste Management (WM) stake by 2.4% in Q2 2026, selling an estimated $125K and leaving 22,447 shares worth $5M. The position accounts for 0.14% of the portfolio, ranked #211.

Moran Wealth Management first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.5M in Q4 2022. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Moran Wealth Management held 22,447 shares of Waste Management worth $5M as of Q2 2026.
  • Moran Wealth Management sold 563 Waste Management shares in Q2 2026, an estimated $125K.
  • Waste Management made up 0.14% of Moran Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Moran Wealth Management first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Waste Management position peaked at $6.5M in Q4 2022.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.