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Powers Advisory Group’s Waste Management WM Stock Holding History

Powers 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 		$1.8M Sell
8,060
-147
-2% -$32.7K 0.56% 32
2026
Q1 		$1.89M Sell
8,207
-89
-1% -$20.4K 0.67% 29
2025
Q4 		$1.82M Buy
8,296
+114
+1% +$24.3K 0.69% 29
2025
Q3 		$1.81M Buy
8,182
+44
+0.5% +$9.91K 0.72% 26
2025
Q2 		$1.86M Buy
8,138
+1
+0% +$232 0.82% 23
2025
Q1 		$1.88M Buy
8,137
+3
+0% +$664 0.9% 22
2024
Q4 		$1.64M Sell
8,134
-37
-0.5% -$7.95K 0.82% 23
2024
Q3 		$1.7M Buy
8,171
+22
+0.3% +$4.59K 0.85% 22
2024
Q2 		$1.74M Buy
8,149
+51
+0.6% +$10.6K 0.95% 21
2024
Q1 		$1.73M Sell
8,098
-534
-6% -$105K 0.99% 21
2023
Q4 		$1.55M Sell
8,632
-338
-4% -$56.7K 0.95% 23
2023
Q3 		$1.37M Sell
8,970
-189
-2% -$30.6K 0.93% 24
2023
Q2 		$1.59M Buy
9,159
+27
+0.3% +$4.46K 1.05% 24
2023
Q1 		$1.49M Buy
9,132
+21
+0.2% +$3.22K 1.04% 23
2022
Q4 		$1.43M Buy
9,111
+25
+0.3% +$4.02K 1.05% 22
2022
Q3 		$1.46M Sell
9,086
-53
-0.6% -$8.75K 1.16% 23
2022
Q2 		$1.4M Sell
9,139
-556
-6% -$87.1K 1.08% 23
2022
Q1 		$1.54M Buy
9,695
+23
+0.2% +$3.49K 1.07% 24
2021
Q4 		$1.61M Buy
+9,672
New +$1.56M 1.14% 23

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

Powers Advisory Group's WM Position: Q2 2026 in Review

Powers Advisory Group reduced its Waste Management (WM) stake by 1.8% in Q2 2026, selling an estimated $32.7K and leaving 8,060 shares worth $1.8M. The position accounts for 0.56% of the portfolio, ranked #32.

Powers Advisory Group first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.89M in Q1 2026. 2,360 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Powers Advisory Group held 8,060 shares of Waste Management worth $1.8M as of Q2 2026.
  • Powers Advisory Group sold 147 Waste Management shares in Q2 2026, an estimated $32.7K.
  • Waste Management made up 0.56% of Powers Advisory Group's portfolio in Q2 2026, its #32 holding.
  • Powers Advisory Group first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's Waste Management position peaked at $1.89M in Q1 2026.
  • 2,360 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.