Private Advisory Group’s Waste Management WM Stock Holding History

Private Advisory 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	$10.3M	Buy	46,176 +8,683	+23%	+$1.93M	0.56%	55
2026 Q1	$8.62M	Buy	+37,493	New	+$8.61M	0.57%	59

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Private Advisory Group's WM Position: Q2 2026 in Review

Private Advisory Group increased its Waste Management (WM) stake by 23% in Q2 2026, buying an estimated $1.93M and bringing the position to 46,176 shares worth $10.3M. The position accounts for 0.56% of the portfolio, ranked #55.

Private Advisory Group first reported a position in WM in Q1 2026 and has held it in 2 quarters since. 2,369 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Private Advisory Group held 46,176 shares of Waste Management worth $10.3M as of Q2 2026.
Private Advisory Group bought 8,683 Waste Management shares in Q2 2026, an estimated $1.93M.
Waste Management made up 0.56% of Private Advisory Group's portfolio in Q2 2026, its #55 holding.
Private Advisory Group first reported a position in Waste Management in Q1 2026 and has held it in 2 quarters since.
2,369 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.