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

Perigon 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 		$5.6M Sell
25,119
-293
-1% -$65.2K 0.09% 214
2026
Q1 		$5.84M Buy
25,412
+1,417
+6% +$326K 0.11% 183
2025
Q4 		$5.27M Buy
23,995
+1,503
+7% +$320K 0.09% 196
2025
Q3 		$4.97M Buy
22,492
+2,438
+12% +$549K 0.1% 194
2025
Q2 		$4.59M Buy
20,054
+589
+3% +$137K 0.11% 178
2025
Q1 		$4.51M Sell
19,465
-499
-2% -$111K 0.12% 177
2024
Q4 		$4.21M Buy
19,964
+412
+2% +$88.5K 0.1% 184
2024
Q3 		$4.06M Buy
+19,552
New +$4.08M 0.11% 178
2024
Q1 		– Sell
-21,610
Closed -$3.87M – 921
2023
Q4 		$3.87M Buy
21,610
+1,846
+9% +$310K 0.13% 155
2023
Q3 		$3.01M Buy
19,764
+2,563
+15% +$415K 0.12% 163
2023
Q2 		$2.98M Buy
17,201
+14,318
+497% +$2.37M 0.12% 162
2023
Q1 		$470K Buy
2,883
+103
+4% +$15.8K 0.03% 408
2022
Q4 		$436K Buy
2,780
+284
+11% +$45.7K 0.03% 415
2022
Q3 		$400K Buy
2,496
+818
+49% +$135K 0.03% 369
2022
Q2 		$257K Buy
+1,678
New +$263K 0.02% 469
2021
Q1 		– Sell
-382
Closed -$45K – 1039
2020
Q4 		$45K Buy
+382
New +$44.5K 0.01% 782
2018
Q2 		– Sell
-109
Closed -$9K – 595
2018
Q1 		$9K Buy
109
+1
+0.9% +$86 ﹤0.01% 524
2017
Q4 		$9K Hold
108
– – ﹤0.01% 500
2017
Q3 		$8K Sell
108
-1,499
-93% -$114K ﹤0.01% 530
2017
Q2 		$118K Sell
1,607
-2,895
-64% -$211K 0.03% 284
2017
Q1 		$328K Buy
4,502
+1
+0% +$71 0.07% 212
2016
Q4 		$328K Buy
4,501
+4,395
+4,146% +$294K 0.07% 209
2016
Q3 		$7K Buy
+106
New +$6.93K ﹤0.01% 525

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

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

Perigon Wealth Management reduced its Waste Management (WM) stake by 1.2% in Q2 2026, selling an estimated $65.2K and leaving 25,119 shares worth $5.6M. The position accounts for 0.09% of the portfolio, ranked #214.

Perigon Wealth Management first reported a position in WM in Q3 2016 and has held it in 23 quarters since. The position peaked at $5.84M in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Perigon Wealth Management held 25,119 shares of Waste Management worth $5.6M as of Q2 2026.
  • Perigon Wealth Management sold 293 Waste Management shares in Q2 2026, an estimated $65.2K.
  • Waste Management made up 0.09% of Perigon Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Perigon Wealth Management first reported a position in Waste Management in Q3 2016 and has held it in 23 quarters since.
  • Perigon Wealth Management's Waste Management position peaked at $5.84M in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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