Petix & Botte Financial’s Waste Management WM Stock Holding History

Petix & Botte Financial’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	$438K	Buy	1,964 +982	+100%	+$218K	0.09%	99
2026 Q1	$451K	Sell	982 -982	-50%	-$226K	0.1%	90
2025 Q4	$432K	Hold	1,964	–	–	0.1%	88
2025 Q3	$434K	Hold	1,964	–	–	0.1%	89
2025 Q2	$449K	Buy	1,964 +42	+2%	+$9.74K	0.11%	93
2025 Q1	$445K	Hold	1,922	–	–	0.12%	88
2024 Q4	$388K	Hold	1,922	–	–	0.1%	97
2024 Q3	$399K	Hold	1,922	–	–	0.11%	83
2024 Q2	$410K	Buy	1,922 +961	+100%	+$200K	0.12%	84
2024 Q1	$205K	Sell	961 -961	-50%	-$189K	0.05%	139
2023 Q4	$344K	Hold	1,922	–	–	0.1%	91
2023 Q3	$293K	Hold	1,922	–	–	0.09%	97
2023 Q2	$333K	Buy	+1,922	New	+$318K	0.1%	93

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 $3.38T AUM 44.17% 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

Petix & Botte Financial's WM Position: Q2 2026 in Review

Petix & Botte Financial increased its Waste Management (WM) stake by 100% in Q2 2026, buying an estimated $218K and bringing the position to 1,964 shares worth $438K. The position accounts for 0.09% of the portfolio, ranked #99.

Petix & Botte Financial first reported a position in WM in Q2 2023 and has held it in 13 quarters since. The position peaked at $451K in Q1 2026. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Petix & Botte Financial held 1,964 shares of Waste Management worth $438K as of Q2 2026.
Petix & Botte Financial bought 982 Waste Management shares in Q2 2026, an estimated $218K.
Waste Management made up 0.09% of Petix & Botte Financial's portfolio in Q2 2026, its #99 holding.
Petix & Botte Financial first reported a position in Waste Management in Q2 2023 and has held it in 13 quarters since.
Petix & Botte Financial's Waste Management position peaked at $451K in Q1 2026.
2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.