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Perryman Financial Advisory’s Waste Management WM Stock Holding History

Perryman Financial Advisory’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 		$13.4M Buy
60,249
+1,433
+2% +$319K 1.79% 12
2026
Q1 		$13.5M Buy
58,816
+35
+0.1% +$8.04K 2.03% 10
2025
Q4 		$12.9M Buy
+58,781
New +$12.5M 1.9% 12

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 $3.38T AUM 44.17% 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

Perryman Financial Advisory's WM Position: Q2 2026 in Review

Perryman Financial Advisory increased its Waste Management (WM) stake by 2.4% in Q2 2026, buying an estimated $319K and bringing the position to 60,249 shares worth $13.4M. The position accounts for 1.79% of the portfolio, ranked #12.

Perryman Financial Advisory first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.5M in Q1 2026. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Perryman Financial Advisory held 60,249 shares of Waste Management worth $13.4M as of Q2 2026.
  • Perryman Financial Advisory bought 1,433 Waste Management shares in Q2 2026, an estimated $319K.
  • Waste Management made up 1.79% of Perryman Financial Advisory's portfolio in Q2 2026, its #12 holding.
  • Perryman Financial Advisory first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's Waste Management position peaked at $13.5M in Q1 2026.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.