Powell Investment Advisors’s Waste Management WM Stock Holding History

Powell Investment 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	$318K	Hold	1,427	–	–	0.1%	101
2026 Q1	$328K	Hold	1,427	–	–	0.11%	106
2025 Q4	$314K	Hold	1,427	–	–	0.11%	108
2025 Q3	$315K	Hold	1,427	–	–	0.11%	110
2025 Q2	$327K	Hold	1,427	–	–	0.12%	102
2025 Q1	$330K	Hold	1,427	–	–	0.16%	83
2024 Q4	$288K	Hold	1,427	–	–	0.13%	99
2024 Q3	$296K	Hold	1,427	–	–	0.14%	89
2024 Q2	$304K	Hold	1,427	–	–	0.16%	84
2024 Q1	$304K	Hold	1,427	–	–	0.16%	81
2023 Q4	$256K	Hold	1,427	–	–	0.14%	91
2023 Q3	$218K	Hold	1,427	–	–	0.13%	101
2023 Q2	$247K	Hold	1,427	–	–	0.14%	87
2023 Q1	$233K	Hold	1,427	–	–	0.13%	89
2022 Q4	$224K	Sell	1,427 -249	-15%	-$40.1K	0.13%	95
2022 Q3	$269K	Hold	1,676	–	–	0.18%	90
2022 Q2	$256K	Hold	1,676	–	–	0.16%	90
2022 Q1	$266K	Buy	1,676 +14	+0.8%	+$2.12K	0.15%	82
2021 Q4	$277K	Sell	1,662 -914	-35%	-$147K	0.16%	83
2021 Q3	$385K	Hold	2,576	–	–	0.24%	58
2021 Q2	$361K	Sell	2,576 -143	-5%	-$19.8K	0.22%	61
2021 Q1	$351K	Sell	2,719 -250	-8%	-$29.2K	0.23%	60
2020 Q4	$350K	Hold	2,969	–	–	0.27%	54
2020 Q3	$336K	Hold	2,969	–	–	0.29%	51
2020 Q2	$314K	Hold	2,969	–	–	0.3%	55
2020 Q1	$275K	Sell	2,969 -89	-3%	-$10.2K	0.33%	60
2019 Q4	$348K	Buy	+3,058	New	+$345K	0.36%	59

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Powell Investment Advisors's WM Position: Q2 2026 in Review

Powell Investment Advisors held its Waste Management (WM) position steady in Q2 2026 at 1,427 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #101.

Powell Investment Advisors first reported a position in WM in Q4 2019 and has held it in 27 quarters since. The position peaked at $385K in Q3 2021. 1,026 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Powell Investment Advisors held 1,427 shares of Waste Management worth $318K as of Q2 2026.
Powell Investment Advisors left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.1% of Powell Investment Advisors's portfolio in Q2 2026, its #101 holding.
Powell Investment Advisors first reported a position in Waste Management in Q4 2019 and has held it in 27 quarters since.
Powell Investment Advisors's Waste Management position peaked at $385K in Q3 2021.
1,026 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.