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PDS Planning’s Waste Management WM Stock Holding History

PDS Planning’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 		$574K Buy
2,575
+322
+14% +$71.6K 0.03% 269
2026
Q1 		$518K Buy
2,253
+13
+0.6% +$2.99K 0.03% 263
2025
Q4 		$492K Sell
2,240
-102
-4% -$21.7K 0.03% 262
2025
Q3 		$517K Sell
2,342
-209
-8% -$47.1K 0.04% 240
2025
Q2 		$584K Buy
2,551
+350
+16% +$81.2K 0.04% 206
2025
Q1 		$510K Buy
2,201
+225
+11% +$49.8K 0.04% 207
2024
Q4 		$399K Buy
1,976
+308
+18% +$66.2K 0.04% 224
2024
Q3 		$346K Buy
1,668
+26
+2% +$5.42K 0.03% 265
2024
Q2 		$350K Sell
1,642
-240
-13% -$49.9K 0.04% 229
2024
Q1 		$401K Buy
1,882
+66
+4% +$13K 0.04% 199
2023
Q4 		$325K Buy
1,816
+59
+3% +$9.89K 0.04% 220
2023
Q3 		$268K Sell
1,757
-55
-3% -$8.9K 0.03% 230
2023
Q2 		$314K Buy
+1,812
New +$300K 0.04% 205

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

PDS Planning's WM Position: Q2 2026 in Review

PDS Planning increased its Waste Management (WM) stake by 14% in Q2 2026, buying an estimated $71.6K and bringing the position to 2,575 shares worth $574K. The position accounts for 0.03% of the portfolio, ranked #269.

PDS Planning first reported a position in WM in Q2 2023 and has held it in 13 quarters since. The position peaked at $584K in Q2 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • PDS Planning held 2,575 shares of Waste Management worth $574K as of Q2 2026.
  • PDS Planning bought 322 Waste Management shares in Q2 2026, an estimated $71.6K.
  • Waste Management made up 0.03% of PDS Planning's portfolio in Q2 2026, its #269 holding.
  • PDS Planning first reported a position in Waste Management in Q2 2023 and has held it in 13 quarters since.
  • PDS Planning's Waste Management position peaked at $584K in Q2 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.