PWMG
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Prestige Wealth Management Group’s Waste Management WM Stock Holding History

Prestige Wealth Management 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 		$78K Sell
350
-1,444
-80% -$321K 0.01% 231
2026
Q1 		$412K Sell
1,794
-34
-2% -$7.81K 0.08% 116
2025
Q4 		$402K Sell
1,828
-50
-3% -$10.7K 0.08% 118
2025
Q3 		$415K Buy
1,878
+71
+4% +$16K 0.08% 121
2025
Q2 		$413K Buy
1,807
+444
+33% +$103K 0.08% 115
2025
Q1 		$316K Buy
1,363
+43
+3% +$9.52K 0.07% 131
2024
Q4 		$266K Sell
1,320
-431
-25% -$92.6K 0.06% 143
2024
Q3 		$364K Buy
1,751
+133
+8% +$27.7K 0.08% 121
2024
Q2 		$345K Buy
1,618
+1,327
+456% +$276K 0.07% 108
2024
Q1 		$62K Sell
291
-91
-24% -$17.9K 0.01% 240
2023
Q4 		$68.4K Sell
382
-20
-5% -$3.35K 0.02% 219
2023
Q3 		$61.3K Sell
402
-9
-2% -$1.46K 0.02% 220
2023
Q2 		$71.3K Sell
411
-1,415
-77% -$234K 0.02% 235
2023
Q1 		$298K Buy
1,826
+84
+5% +$12.9K 0.07% 120
2022
Q4 		$273K Buy
1,742
+51
+3% +$8.21K 0.07% 118
2022
Q3 		$271K Buy
1,691
+98
+6% +$16.2K 0.08% 114
2022
Q2 		$244K Buy
1,593
+214
+16% +$33.5K 0.07% 122
2022
Q1 		$219K Buy
1,379
+51
+4% +$7.73K 0.05% 131
2021
Q4 		$222K Buy
1,328
+45
+4% +$7.24K 0.05% 133
2021
Q3 		$191K Buy
1,283
+86
+7% +$12.9K 0.05% 141
2021
Q2 		$168K Buy
1,197
+53
+5% +$7.33K 0.04% 147
2021
Q1 		$148K Buy
1,144
+140
+14% +$16.4K 0.04% 148
2020
Q4 		$119K Sell
1,004
-316
-24% -$36.8K 0.03% 159
2020
Q3 		$150K Buy
1,320
+317
+32% +$35K 0.05% 137
2020
Q2 		$106K Buy
1,003
+458
+84% +$46.2K 0.04% 146
2020
Q1 		$51K Buy
545
+485
+808% +$55.6K 0.02% 178
2019
Q4 		$7K Buy
60
+33
+122% +$3.73K ﹤0.01% 394
2019
Q3 		$3K Buy
+27
New +$3.15K ﹤0.01% 474
2019
Q1 		– Sell
-49
Closed -$4K – 1145
2018
Q4 		$4K Buy
+49
New +$4.4K ﹤0.01% 678

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

Prestige Wealth Management Group's WM Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Waste Management (WM) stake by 80% in Q2 2026, selling an estimated $321K and leaving 350 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #231.

Prestige Wealth Management Group first reported a position in WM in Q4 2018 and has held it in 29 quarters since. The position peaked at $415K in Q3 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Prestige Wealth Management Group held 350 shares of Waste Management worth $78K as of Q2 2026.
  • Prestige Wealth Management Group sold 1,444 Waste Management shares in Q2 2026, an estimated $321K.
  • Waste Management made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #231 holding.
  • Prestige Wealth Management Group first reported a position in Waste Management in Q4 2018 and has held it in 29 quarters since.
  • Prestige Wealth Management Group's Waste Management position peaked at $415K in Q3 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.