Peak Retirement Planning’s Waste Management WM Stock Holding History

Peak Retirement 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	$257K	Buy	+1,155	New	+$257K	0.04%	159

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Peak Retirement Planning's WM Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Waste Management (WM) in Q2 2026: 1,155 shares worth $257K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings.

2,347 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Peak Retirement Planning held 1,155 shares of Waste Management worth $257K as of Q2 2026.
Waste Management was a new Peak Retirement Planning position in Q2 2026.
Waste Management made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #159 holding.
2,347 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.