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Principia Wealth Advisory’s Waste Management WM Stock Holding History

Principia Wealth Advisory’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 		$9.36K Buy
42
+13
+45% +$2.89K ﹤0.01% 266
2026
Q1 		$6.66K Buy
29
+3
+12% +$689 ﹤0.01% 251
2025
Q4 		$5.71K Buy
26
+9
+53% +$1.92K ﹤0.01% 251
2025
Q3 		$3.75K Sell
17
-6
-26% -$1.35K ﹤0.01% 315
2025
Q2 		$5.26K Buy
23
+5
+28% +$1.16K ﹤0.01% 231
2025
Q1 		$4.04K Buy
18
+8
+80% +$1.77K ﹤0.01% 206
2024
Q4 		$2.02K Buy
+10
New +$2.15K ﹤0.01% 245

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

Principia Wealth Advisory's WM Position: Q2 2026 in Review

Principia Wealth Advisory increased its Waste Management (WM) stake by 45% in Q2 2026, buying an estimated $2.89K and bringing the position to 42 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Principia Wealth Advisory first reported a position in WM in Q4 2024 and has held it in 7 quarters since. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Principia Wealth Advisory held 42 shares of Waste Management worth $9.36K as of Q2 2026.
  • Principia Wealth Advisory bought 13 Waste Management shares in Q2 2026, an estimated $2.89K.
  • Waste Management made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #266 holding.
  • Principia Wealth Advisory first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.