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Portside Wealth Group’s Waste Management WM Stock Holding History

Portside Wealth 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 		$1.51M Buy
6,756
+1,382
+26% +$307K 0.18% 136
2026
Q1 		$1.23M Buy
5,374
+305
+6% +$70.1K 0.17% 142
2025
Q4 		$1.11M Buy
5,069
+917
+22% +$195K 0.15% 152
2025
Q3 		$917K Buy
4,152
+404
+11% +$91K 0.13% 172
2025
Q2 		$858K Buy
3,748
+76
+2% +$17.6K 0.13% 171
2025
Q1 		$850K Buy
3,672
+389
+12% +$86.2K 0.14% 168
2024
Q4 		$662K Buy
3,283
+893
+37% +$192K 0.11% 192
2024
Q3 		$496K Buy
2,390
+167
+8% +$34.8K 0.08% 228
2024
Q2 		$474K Sell
2,223
-1,242
-36% -$258K 0.09% 221
2024
Q1 		$739K Sell
3,465
-157
-4% -$30.9K 0.14% 162
2023
Q4 		$649K Sell
3,622
-419
-10% -$70.3K 0.12% 179
2023
Q3 		$611K Buy
4,041
+306
+8% +$49.5K 0.12% 168
2023
Q2 		$648K Buy
+3,735
New +$617K 0.12% 170

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

Portside Wealth Group's WM Position: Q2 2026 in Review

Portside Wealth Group increased its Waste Management (WM) stake by 26% in Q2 2026, buying an estimated $307K and bringing the position to 6,756 shares worth $1.51M. The position accounts for 0.18% of the portfolio, ranked #136.

Portside Wealth Group first reported a position in WM in Q2 2023 and has held it in 13 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Portside Wealth Group held 6,756 shares of Waste Management worth $1.51M as of Q2 2026.
  • Portside Wealth Group bought 1,382 Waste Management shares in Q2 2026, an estimated $307K.
  • Waste Management made up 0.18% of Portside Wealth Group's portfolio in Q2 2026, its #136 holding.
  • Portside Wealth Group first reported a position in Waste Management in Q2 2023 and has held it in 13 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.