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Principle Wealth Partners’s Waste Management WM Stock Holding History

Principle 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 		$5.4M Buy
24,231
+243
+1% +$54K 0.27% 71
2026
Q1 		$5.51M Sell
23,988
-899
-4% -$207K 0.32% 64
2025
Q4 		$5.47M Buy
24,887
+992
+4% +$211K 0.31% 61
2025
Q3 		$5.28M Buy
23,895
+2
+0% +$450 0.31% 67
2025
Q2 		$5.47M Sell
23,893
-112
-0.5% -$26K 0.34% 63
2025
Q1 		$5.56M Sell
24,005
-155
-0.6% -$34.3K 0.4% 59
2024
Q4 		$4.88M Sell
24,160
-835
-3% -$179K 0.34% 67
2024
Q3 		$5.19M Sell
24,995
-1,389
-5% -$290K 0.37% 65
2024
Q2 		$5.63M Sell
26,384
-430
-2% -$89.4K 0.43% 56
2024
Q1 		$5.72M Sell
26,814
-144
-0.5% -$28.3K 0.45% 54
2023
Q4 		$4.83M Hold
26,958
– – 0.42% 61
2023
Q3 		$4.11M Buy
26,958
+61
+0.2% +$9.87K 0.41% 63
2023
Q2 		$4.66M Buy
26,897
+300
+1% +$49.6K 0.47% 52
2023
Q1 		$4.34M Buy
26,597
+186
+0.7% +$28.5K 0.46% 54
2022
Q4 		$4.14M Sell
26,411
-2,119
-7% -$341K 0.47% 54
2022
Q3 		$4.57K Sell
28,530
-80
-0.3% -$13.2K 0.43% 44
2022
Q2 		$4.38M Sell
28,610
-1,225
-4% -$192K 0.53% 44
2022
Q1 		$4.73M Buy
29,835
+2,945
+11% +$446K 0.5% 47
2021
Q4 		$4.49M Sell
26,890
-895
-3% -$144K 0.47% 48
2021
Q3 		$4.15M Buy
27,785
+55
+0.2% +$8.23K 0.48% 48
2021
Q2 		$3.88M Buy
27,730
+350
+1% +$48.4K 0.44% 52
2021
Q1 		$3.53M Buy
27,380
+2,030
+8% +$237K 0.41% 54
2020
Q4 		$2.99M Buy
+25,350
New +$2.96M 0.39% 56
2020
Q3 		– Sell
-900
Closed -$95K – 435
2020
Q2 		$95K Buy
+900
New +$90.9K 0.03% 219

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Principle Wealth Partners's WM Position: Q2 2026 in Review

Principle Wealth Partners increased its Waste Management (WM) stake by 1% in Q2 2026, buying an estimated $54K and bringing the position to 24,231 shares worth $5.4M. The position accounts for 0.27% of the portfolio, ranked #71.

Principle Wealth Partners first reported a position in WM in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.72M in Q1 2024. 1,590 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Principle Wealth Partners held 24,231 shares of Waste Management worth $5.4M as of Q2 2026.
  • Principle Wealth Partners bought 243 Waste Management shares in Q2 2026, an estimated $54K.
  • Waste Management made up 0.27% of Principle Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • Principle Wealth Partners first reported a position in Waste Management in Q2 2020 and has held it in 24 quarters since.
  • Principle Wealth Partners's Waste Management position peaked at $5.72M in Q1 2024.
  • 1,590 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.