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Planning Strategies’s Waste Management WM Stock Holding History

Planning Strategies’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 		$88K Buy
+395
New +$87.9K 0.05% 113

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Planning Strategies's WM Position: Q2 2026 in Review

Planning Strategies opened a new position in Waste Management (WM) in Q2 2026: 395 shares worth $88K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings.

2,259 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Planning Strategies held 395 shares of Waste Management worth $88K as of Q2 2026.
  • Waste Management was a new Planning Strategies position in Q2 2026.
  • Waste Management made up 0.05% of Planning Strategies's portfolio in Q2 2026, its #113 holding.
  • 2,259 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.