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Plancorp LLC’s Waste Management WM Stock Holding History

Plancorp LLC’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 		$447K Buy
1,887
+430
+30% +$95.6K 0.01% 273
2026
Q1 		$334K Buy
1,457
+29
+2% +$6.66K 0.01% 271
2025
Q4 		$314K Sell
1,428
-80
-5% -$17.1K 0.01% 280
2025
Q3 		$333K Sell
1,508
-176
-10% -$39.6K 0.01% 277
2025
Q2 		$385K Buy
1,684
+112
+7% +$26K 0.01% 258
2025
Q1 		$364K Buy
1,572
+455
+41% +$101K 0.01% 252
2024
Q4 		$225K Buy
+1,117
New +$240K 0.01% 298
2024
Q2 		– Sell
-1,088
Closed -$232K – 304
2024
Q1 		$232K Buy
+1,088
New +$214K 0.01% 267

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

Plancorp LLC's WM Position: Q2 2026 in Review

Plancorp LLC increased its Waste Management (WM) stake by 30% in Q2 2026, buying an estimated $95.6K and bringing the position to 1,887 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #273.

Plancorp LLC first reported a position in WM in Q1 2024 and has held it in 8 quarters since. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Plancorp LLC held 1,887 shares of Waste Management worth $447K as of Q2 2026.
  • Plancorp LLC bought 430 Waste Management shares in Q2 2026, an estimated $95.6K.
  • Waste Management made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #273 holding.
  • Plancorp LLC first reported a position in Waste Management in Q1 2024 and has held it in 8 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.