Premier Path Wealth Partners’s Waste Management WM Stock Holding History

Premier Path Wealth Partners’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	$401K	Sell	1,799 -69	-4%	-$15.3K	0.05%	305
2026 Q1	$429K	Buy	1,868 +605	+48%	+$139K	0.06%	295
2025 Q4	$278K	Buy	1,263 +98	+8%	+$20.9K	0.04%	337
2025 Q3	$257K	Sell	1,165 -49	-4%	-$11K	0.03%	355
2025 Q2	$278K	Buy	1,214 +143	+13%	+$33.2K	0.04%	335
2025 Q1	$248K	Buy	1,071 +53	+5%	+$11.7K	0.04%	333
2024 Q4	$205K	Buy	1,018 +5	+0.5%	+$1.07K	0.03%	362
2024 Q3	$210K	Sell	1,013 -36	-3%	-$7.51K	0.03%	346
2024 Q2	$224K	Buy	1,049 +3	+0.3%	+$624	0.04%	341
2024 Q1	$223K	Buy	+1,046	New	+$206K	0.04%	314

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

Premier Path Wealth Partners's WM Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Waste Management (WM) stake by 3.7% in Q2 2026, selling an estimated $15.3K and leaving 1,799 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #305.

Premier Path Wealth Partners first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $429K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Premier Path Wealth Partners held 1,799 shares of Waste Management worth $401K as of Q2 2026.
Premier Path Wealth Partners sold 69 Waste Management shares in Q2 2026, an estimated $15.3K.
Waste Management made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #305 holding.
Premier Path Wealth Partners first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
Premier Path Wealth Partners's Waste Management position peaked at $429K in Q1 2026.
1,026 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.