NewSquare Capital’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$311K Buy
1,396
+49
+4% +$10.9K 0.02% 202
2026
Q1
$310K Buy
1,347
+37
+3% +$8.5K 0.03% 185
2025
Q4
$288K Buy
+1,310
New +$279K 0.03% 172
2025
Q3
Sell
-1,072
Closed -$245K 1241
2025
Q2
$245K Buy
1,072
+621
+138% +$144K 0.02% 173
2025
Q1
$104K Buy
451
+88
+24% +$19.5K 0.01% 194
2024
Q4
$73.3K Buy
363
+163
+82% +$35K 0.01% 181
2024
Q3
$41.5K Hold
200
﹤0.01% 172
2024
Q2
$42.7K Sell
200
-500
-71% -$104K ﹤0.01% 168
2024
Q1
$149K Hold
700
0.01% 156
2023
Q4
$125K Hold
700
0.01% 157
2023
Q3
$107K Hold
700
0.01% 165
2023
Q2
$121K Sell
700
-92
-12% -$15.2K 0.01% 163
2023
Q1
$129K Buy
792
+92
+13% +$14.1K 0.02% 161
2022
Q4
$110K Hold
700
0.01% 157
2022
Q3
$112K Sell
700
-335
-32% -$55.3K 0.01% 157
2022
Q2
$158K Hold
1,035
0.02% 153
2022
Q1
$164K Hold
1,035
0.02% 164
2021
Q4
$173K Hold
1,035
0.02% 163
2021
Q3
$155K Hold
1,035
0.02% 166
2021
Q2
$145K Hold
1,035
0.02% 162
2021
Q1
$134K Hold
1,035
0.02% 151
2020
Q4
$122K Hold
1,035
0.02% 153
2020
Q3
$117K Hold
1,035
0.02% 138
2020
Q2
$110K Sell
1,035
-17
-2% -$1.72K 0.02% 145
2020
Q1
$97K Buy
1,052
+17
+2% +$1.95K 0.02% 150
2019
Q4
$118K Sell
1,035
-545
-34% -$61.5K 0.02% 137
2019
Q3
$182K Buy
1,580
+145
+10% +$16.9K 0.03% 114
2019
Q2
$166K Buy
1,435
+285
+25% +$30.9K 0.03% 125
2019
Q1
$119K Buy
1,150
+115
+11% +$11.2K 0.02% 129
2018
Q4
$92K Hold
1,035
0.02% 126
2018
Q3
$94K Hold
1,035
0.02% 137
2018
Q2
$86K Hold
1,035
0.02% 141
2018
Q1
$87K Hold
1,035
0.02% 123
2017
Q4
$89K Buy
+1,035
New +$84.3K 0.02% 119
2016
Q4
Sell
-78
Closed -$5K 457
2016
Q3
$5K Buy
+78
New +$5.1K ﹤0.01% 331

Other funds holding WM

NewSquare Capital's WM Position: Q2 2026 in Review

NewSquare Capital increased its Waste Management (WM) stake by 3.6% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,396 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #202.

NewSquare Capital first reported a position in WM in Q3 2016 and has held it in 35 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • NewSquare Capital held 1,396 shares of Waste Management worth $311K as of Q2 2026.
  • NewSquare Capital bought 49 Waste Management shares in Q2 2026, an estimated $10.9K.
  • Waste Management made up 0.02% of NewSquare Capital's portfolio in Q2 2026, its #202 holding.
  • NewSquare Capital first reported a position in Waste Management in Q3 2016 and has held it in 35 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.