Physician Wealth Advisors’s Waste Management WM Stock Holding History

Physician Wealth Advisors’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	$92K	Sell	413 -72	-15%	-$16K	0.01%	322
2026 Q1	$111K	Buy	485 +45	+10%	+$10.3K	0.02%	262
2025 Q4	$96.7K	Buy	440 +13	+3%	+$2.77K	0.01%	281
2025 Q3	$94.3K	Buy	427 +6	+1%	+$1.35K	0.01%	279
2025 Q2	$96.3K	Buy	421 +33	+9%	+$7.66K	0.02%	269
2025 Q1	$89.8K	Buy	388 +118	+44%	+$26.1K	0.02%	268
2024 Q4	$54.5K	Buy	+270	New	+$58K	0.01%	330

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Physician Wealth Advisors's WM Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Waste Management (WM) stake by 15% in Q2 2026, selling an estimated $16K and leaving 413 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #322.

Physician Wealth Advisors first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $111K in Q1 2026. 1,096 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Physician Wealth Advisors held 413 shares of Waste Management worth $92K as of Q2 2026.
Physician Wealth Advisors sold 72 Waste Management shares in Q2 2026, an estimated $16K.
Waste Management made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #322 holding.
Physician Wealth Advisors first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Waste Management position peaked at $111K in Q1 2026.
1,096 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.