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Perfromance Wealth Partners’s Waste Management WM Stock Holding History

Perfromance Wealth Partners’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 		$429K Buy
1,925
+6
+0.3% +$1.33K 0.01% 149
2026
Q1 		$441K Buy
1,919
+2
+0.1% +$460 0.01% 133
2025
Q4 		$421K Sell
1,917
-97
-5% -$20.7K 0.01% 139
2025
Q3 		$445K Buy
+2,014
New +$454K 0.01% 130

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

Perfromance Wealth Partners's WM Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Waste Management (WM) stake by 0.31% in Q2 2026, buying an estimated $1.33K and bringing the position to 1,925 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #149.

Perfromance Wealth Partners first reported a position in WM in Q3 2025 and has held it in 4 quarters since. The position peaked at $445K in Q3 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Perfromance Wealth Partners held 1,925 shares of Waste Management worth $429K as of Q2 2026.
  • Perfromance Wealth Partners bought 6 Waste Management shares in Q2 2026, an estimated $1.33K.
  • Waste Management made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #149 holding.
  • Perfromance Wealth Partners first reported a position in Waste Management in Q3 2025 and has held it in 4 quarters since.
  • Perfromance Wealth Partners's Waste Management position peaked at $445K in Q3 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.