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Phillips Financial Management’s Waste Management WM Stock Holding History

Phillips Financial 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 		– Sell
-921
Closed -$212K – 308
2026
Q1 		$212K Sell
921
-97
-10% -$22.3K 0.02% 188
2025
Q4 		$224K Buy
+1,018
New +$217K 0.01% 193

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

Phillips Financial Management's WM Position: Q2 2026 in Review

Phillips Financial Management sold out of Waste Management (WM) in Q2 2026, closing a stake of 921 shares — an estimated $212K sold.

Phillips Financial Management first reported a position in WM in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q4 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Phillips Financial Management reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Phillips Financial Management sold 921 Waste Management shares in Q2 2026, an estimated $212K.
  • Phillips Financial Management first reported a position in Waste Management in Q4 2025 and held it in 2 quarters.
  • Phillips Financial Management's Waste Management position peaked at $224K in Q4 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.