PWM
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Palumbo Wealth Management’s Waste Management WM Stock Holding History

Palumbo 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 		$8.01M Sell
35,926
-1,363
-4% -$303K 1.68% 15
2026
Q1 		$8.57M Buy
37,289
+75
+0.2% +$17.2K 2.09% 11
2025
Q4 		$8.18M Sell
37,214
-219
-0.6% -$46.7K 2.02% 10
2025
Q3 		$8.24M Buy
37,433
+315
+0.8% +$70.9K 2.63% 9
2025
Q2 		$8.49M Sell
37,118
-216
-0.6% -$50.1K 2.63% 8
2025
Q1 		$8.64M Buy
37,334
+3,590
+11% +$795K 2.89% 6
2024
Q4 		$6.81M Buy
33,744
+2,191
+7% +$471K 2.54% 8
2024
Q3 		$6.55M Buy
31,553
+524
+2% +$109K 2.55% 8
2024
Q2 		$6.62M Sell
31,029
-1,409
-4% -$293K 2.8% 8
2024
Q1 		$6.91M Sell
32,438
-406
-1% -$79.8K 3.1% 7
2023
Q4 		$5.88M Sell
32,844
-458
-1% -$76.8K 3.01% 9
2023
Q3 		$5.08M Buy
33,302
+22,454
+207% +$3.63M 2.79% 9
2023
Q2 		$1.88M Buy
10,848
+904
+9% +$149K 1.15% 17
2023
Q1 		$1.62M Buy
9,944
+2,839
+40% +$435K 1.08% 17
2022
Q4 		$1.11M Buy
7,105
+453
+7% +$72.9K 0.89% 27
2022
Q3 		$1.07M Buy
6,652
+210
+3% +$34.7K 0.9% 24
2022
Q2 		$986K Buy
6,442
+616
+11% +$96.5K 0.78% 28
2022
Q1 		$923K Buy
5,826
+158
+3% +$24K 0.59% 41
2021
Q4 		$946K Buy
5,668
+295
+5% +$47.4K 0.59% 37
2021
Q3 		$803K Sell
5,373
-412
-7% -$61.7K 0.53% 42
2021
Q2 		$811K Buy
5,785
+409
+8% +$56.5K 0.54% 42
2021
Q1 		$694K Buy
5,376
+456
+9% +$53.3K 0.52% 50
2020
Q4 		$580K Buy
+4,920
New +$574K 0.47% 51

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

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

Palumbo Wealth Management reduced its Waste Management (WM) stake by 3.7% in Q2 2026, selling an estimated $303K and leaving 35,926 shares worth $8.01M. The position accounts for 1.68% of the portfolio, ranked #15.

Palumbo Wealth Management first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.64M in Q1 2025. 2,374 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Palumbo Wealth Management held 35,926 shares of Waste Management worth $8.01M as of Q2 2026.
  • Palumbo Wealth Management sold 1,363 Waste Management shares in Q2 2026, an estimated $303K.
  • Waste Management made up 1.68% of Palumbo Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Palumbo Wealth Management first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's Waste Management position peaked at $8.64M in Q1 2025.
  • 2,374 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.