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Phillips Wealth Planners’s Waste Management WM Stock Holding History

Phillips Wealth Planners’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 		$321K Buy
1,355
+6
+0.4% +$1.33K 0.24% 143
2026
Q1 		$289K Hold
1,349
– – 0.22% 161
2025
Q4 		$306K Sell
1,349
-72
-5% -$15.3K 0.25% 141
2025
Q3 		$309K Buy
1,421
+195
+16% +$43.9K 0.26% 137
2025
Q2 		$276K Sell
1,226
-16
-1% -$3.71K 0.25% 152
2025
Q1 		$285K Sell
1,242
-13
-1% -$2.88K 0.3% 117
2024
Q4 		$260K Buy
1,255
+38
+3% +$8.16K 0.26% 135
2024
Q3 		$259K Sell
1,217
-25
-2% -$5.22K 0.25% 148
2024
Q2 		$262K Sell
1,242
-20
-2% -$4.16K 0.28% 136
2024
Q1 		$259K Sell
1,262
-234
-16% -$46K 0.3% 135
2023
Q4 		$275K Buy
1,496
+182
+14% +$30.5K 0.33% 113
2023
Q3 		$206K Sell
1,314
-25
-2% -$4.04K 0.28% 139
2023
Q2 		$232K Sell
1,339
-70
-5% -$11.6K 0.3% 127
2023
Q1 		$235K Sell
1,409
-7
-0.5% -$1.07K 0.31% 122
2022
Q4 		$216K Buy
+1,416
New +$228K 0.38% 97

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 Wealth Planners's WM Position: Q2 2026 in Review

Phillips Wealth Planners increased its Waste Management (WM) stake by 0.44% in Q2 2026, buying an estimated $1.33K and bringing the position to 1,355 shares worth $321K. The position accounts for 0.24% of the portfolio, ranked #143.

Phillips Wealth Planners first reported a position in WM in Q4 2022 and has held it in 15 quarters since. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Phillips Wealth Planners held 1,355 shares of Waste Management worth $321K as of Q2 2026.
  • Phillips Wealth Planners bought 6 Waste Management shares in Q2 2026, an estimated $1.33K.
  • Waste Management made up 0.24% of Phillips Wealth Planners's portfolio in Q2 2026, its #143 holding.
  • Phillips Wealth Planners first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.