NW
WM icon

NewEdge Wealth’s Waste Management WM Stock Holding History

NewEdge 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 		$4.77M Sell
21,397
-2,816
-12% -$626K 0.05% 247
2026
Q1 		$5.56M Sell
24,213
-3,280
-12% -$754K 0.07% 201
2025
Q4 		$6.04M Buy
27,493
+3,885
+16% +$828K 0.07% 197
2025
Q3 		$4.73M Buy
23,608
+1,601
+7% +$361K 0.07% 217
2025
Q2 		$5.13M Sell
22,007
-416
-2% -$96.5K 0.08% 194
2025
Q1 		$5.19M Sell
22,423
-36
-0.2% -$7.97K 0.09% 182
2024
Q4 		$4.53M Buy
22,459
+13
+0.1% +$2.79K 0.08% 208
2024
Q3 		$4.66M Buy
22,446
+9,431
+72% +$1.97M 0.08% 203
2024
Q2 		$2.78M Sell
13,015
-373
-3% -$77.5K 0.06% 262
2024
Q1 		$2.77M Buy
13,388
+553
+4% +$109K 0.06% 266
2023
Q4 		$2.3M Buy
12,835
+8,470
+194% +$1.42M 0.06% 275
2023
Q3 		$665K Buy
4,365
+373
+9% +$60.4K 0.02% 424
2023
Q2 		$692K Sell
3,992
-20
-0.5% -$3.31K 0.02% 410
2023
Q1 		$655K Buy
4,012
+169
+4% +$25.9K 0.02% 377
2022
Q4 		$603K Buy
3,843
+189
+5% +$30.4K 0.03% 349
2022
Q3 		$585K Buy
3,654
+821
+29% +$136K 0.03% 330
2022
Q2 		$433K Buy
+2,833
New +$444K 0.02% 411
2021
Q3 		– Sell
-1,449
Closed -$203K – 299
2021
Q2 		$203K Buy
+1,449
New +$200K 0.02% 272

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

NewEdge Wealth's WM Position: Q2 2026 in Review

NewEdge Wealth reduced its Waste Management (WM) stake by 12% in Q2 2026, selling an estimated $626K and leaving 21,397 shares worth $4.77M. The position accounts for 0.05% of the portfolio, ranked #247.

NewEdge Wealth first reported a position in WM in Q2 2021 and has held it in 18 quarters since. The position peaked at $6.04M in Q4 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • NewEdge Wealth held 21,397 shares of Waste Management worth $4.77M as of Q2 2026.
  • NewEdge Wealth sold 2,816 Waste Management shares in Q2 2026, an estimated $626K.
  • Waste Management made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #247 holding.
  • NewEdge Wealth first reported a position in Waste Management in Q2 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's Waste Management position peaked at $6.04M in Q4 2025.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.