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

Peterson 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 		$117K Sell
525
-84
-14% -$18.7K 0.05% 56
2026
Q1 		$140K Buy
+609
New +$140K 0.08% 46
2025
Q2 		– Sell
-9,623
Closed -$2.23M – 57
2025
Q1 		$2.23M Buy
9,623
+5,221
+119% +$1.16M 1.5% 24
2024
Q4 		$888K Buy
4,402
+415
+10% +$89.1K 0.53% 35
2024
Q3 		$828K Buy
3,987
+915
+30% +$191K 0.53% 36
2024
Q2 		$655K Buy
+3,072
New +$639K 0.4% 40
2023
Q4 		– Sell
-9,077
Closed -$1.38M – 62
2023
Q3 		$1.38M Sell
9,077
-341
-4% -$55.2K 1.14% 23
2023
Q2 		$1.63M Buy
9,418
+145
+2% +$24K 1.29% 19
2023
Q1 		$1.51M Sell
9,273
-17
-0.2% -$2.6K 1.45% 19
2022
Q4 		$1.46M Buy
9,290
+972
+12% +$156K 1.49% 19
2022
Q3 		$1.33M Buy
8,318
+707
+9% +$117K 1.24% 24
2022
Q2 		$1.16M Sell
7,611
-1,072
-12% -$168K 1.5% 22
2022
Q1 		$1.38M Sell
8,683
-1,539
-15% -$233K 0.92% 32
2021
Q4 		$1.71M Buy
10,222
+320
+3% +$51.5K 1.14% 33
2021
Q3 		$1.48M Buy
9,902
+34
+0.3% +$5.09K 1.15% 33
2021
Q2 		$1.38M Buy
9,868
+2,512
+34% +$347K 1.08% 33
2021
Q1 		$949K Buy
7,356
+427
+6% +$49.9K 0.81% 31
2020
Q4 		$817K Buy
6,929
+379
+6% +$44.2K 0.66% 31
2020
Q3 		$741K Sell
6,550
-5,722
-47% -$632K 0.66% 28
2020
Q2 		$1.3M Buy
12,272
+687
+6% +$69.4K 1.29% 24
2020
Q1 		$1.07M Sell
11,585
-33
-0.3% -$3.79K 1.31% 25
2019
Q4 		$1.37M Buy
+11,618
New +$1.31M 1.25% 25

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

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

Peterson Wealth Management reduced its Waste Management (WM) stake by 14% in Q2 2026, selling an estimated $18.7K and leaving 525 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #56.

Peterson Wealth Management first reported a position in WM in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.23M in Q1 2025. 2,369 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Peterson Wealth Management held 525 shares of Waste Management worth $117K as of Q2 2026.
  • Peterson Wealth Management sold 84 Waste Management shares in Q2 2026, an estimated $18.7K.
  • Waste Management made up 0.05% of Peterson Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Peterson Wealth Management first reported a position in Waste Management in Q4 2019 and has held it in 22 quarters since.
  • Peterson Wealth Management's Waste Management position peaked at $2.23M in Q1 2025.
  • 2,369 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.