Peterson Wealth Services’s Waste Management WM Stock Holding History

Peterson Wealth Services’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	$4.59K	Hold	21	–	–	﹤0.01%	203
2026 Q1	$4.72K	Buy	21 +1	+5%	+$230	﹤0.01%	191
2025 Q4	$4.49K	Sell	20 -3	-13%	-$639	﹤0.01%	194
2025 Q3	$4.5K	Buy	23 +3	+15%	+$676	﹤0.01%	194
2025 Q2	$4.64K	Hold	20	–	–	﹤0.01%	188
2025 Q1	$4.68K	Hold	20	–	–	﹤0.01%	189
2024 Q4	$4.07K	Hold	20	–	–	﹤0.01%	198
2024 Q3	$4.17K	Buy	+20	New	+$4.17K	﹤0.01%	199

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

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

Peterson Wealth Services held its Waste Management (WM) position steady in Q2 2026 at 21 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Peterson Wealth Services first reported a position in WM in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.72K in Q1 2026. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Peterson Wealth Services held 21 shares of Waste Management worth $4.59K as of Q2 2026.
Peterson Wealth Services left its Waste Management share count unchanged in Q2 2026.
Waste Management made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #203 holding.
Peterson Wealth Services first reported a position in Waste Management in Q3 2024 and has held it in 8 quarters since.
Peterson Wealth Services's Waste Management position peaked at $4.72K in Q1 2026.
2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.