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Principal Securities’s Waste Management WM Stock Holding History

Principal Securities’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 		$3.06M Buy
13,712
+355
+3% +$79K 0.04% 396
2026
Q1 		$3.07M Buy
13,357
+1,932
+17% +$444K 0.05% 359
2025
Q4 		$2.51M Buy
11,425
+1,466
+15% +$312K 0.04% 408
2025
Q3 		$2.2M Buy
9,959
+1,245
+14% +$280K 0.04% 428
2025
Q2 		$1.99M Buy
8,714
+3,388
+64% +$786K 0.04% 411
2025
Q1 		$1.07M Buy
5,326
+20
+0.4% +$4.43K 0.02% 532
2024
Q4 		$1.07M Buy
5,306
+1,272
+32% +$273K 0.02% 530
2024
Q3 		$837K Buy
4,034
+542
+16% +$113K 0.02% 586
2024
Q2 		$745K Sell
3,492
-210
-6% -$43.7K 0.02% 572
2024
Q1 		$789K Buy
3,702
+731
+25% +$144K 0.02% 516
2023
Q4 		$532K Buy
+2,971
New +$498K 0.02% 570

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

Principal Securities's WM Position: Q2 2026 in Review

Principal Securities increased its Waste Management (WM) stake by 2.7% in Q2 2026, buying an estimated $79K and bringing the position to 13,712 shares worth $3.06M. The position accounts for 0.04% of the portfolio, ranked #396.

Principal Securities first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.07M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Principal Securities held 13,712 shares of Waste Management worth $3.06M as of Q2 2026.
  • Principal Securities bought 355 Waste Management shares in Q2 2026, an estimated $79K.
  • Waste Management made up 0.04% of Principal Securities's portfolio in Q2 2026, its #396 holding.
  • Principal Securities first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Waste Management position peaked at $3.07M in Q1 2026.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.