PWMAG
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Pinnacle Wealth Management Advisory Group’s Waste Management WM Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$627K Sell
2,814
-79
-3% -$17.6K 0.04% 243
2026
Q1 		$665K Sell
2,893
-1,163
-29% -$267K 0.05% 227
2025
Q4 		$891K Sell
4,056
-145
-3% -$30.9K 0.06% 181
2025
Q3 		$928K Sell
4,201
-218
-5% -$49.1K 0.07% 163
2025
Q2 		$1.01M Buy
4,419
+51
+1% +$11.8K 0.08% 145
2025
Q1 		$1.01M Buy
4,368
+40
+0.9% +$8.86K 0.09% 135
2024
Q4 		$873K Sell
4,328
-32
-0.7% -$6.87K 0.08% 145
2024
Q3 		$905K Buy
4,360
+2
+0% +$417 0.09% 142
2024
Q2 		$930K Buy
4,358
+18
+0.4% +$3.74K 0.1% 136
2024
Q1 		$925K Sell
4,340
-40
-0.9% -$7.86K 0.1% 133
2023
Q4 		$784K Sell
4,380
-48
-1% -$8.05K 0.09% 140
2023
Q3 		$675K Buy
4,428
+228
+5% +$36.9K 0.09% 144
2023
Q2 		$728K Sell
4,200
-355
-8% -$58.7K 0.09% 145
2023
Q1 		$743K Buy
4,555
+350
+8% +$53.6K 0.1% 143
2022
Q4 		$660K Sell
4,205
-431
-9% -$69.4K 0.1% 146
2022
Q3 		$743K Buy
4,636
+762
+20% +$126K 0.12% 117
2022
Q2 		$593K Buy
3,874
+269
+7% +$42.1K 0.1% 156
2022
Q1 		$571K Buy
3,605
+250
+7% +$37.9K 0.08% 169
2021
Q4 		$560K Buy
+3,355
New +$539K 0.09% 163

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

Pinnacle Wealth Management Advisory Group's WM Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Waste Management (WM) stake by 2.7% in Q2 2026, selling an estimated $17.6K and leaving 2,814 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #243.

Pinnacle Wealth Management Advisory Group first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 2,814 shares of Waste Management worth $627K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 79 Waste Management shares in Q2 2026, an estimated $17.6K.
  • Waste Management made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #243 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Pinnacle Wealth Management Advisory Group's Waste Management position peaked at $1.01M in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.