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Private Wealth Asset Management’s Waste Management WM Stock Holding History

Private Wealth Asset Management’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 		$727K Buy
3,263
+1,196
+58% +$266K 0.07% 157
2026
Q1 		$475K Sell
2,067
-97
-4% -$22.3K 0.05% 170
2025
Q4 		$475K Sell
2,164
-435
-17% -$92.7K 0.05% 173
2025
Q3 		$574K Sell
2,599
-55
-2% -$12.4K 0.07% 152
2025
Q2 		$607K Sell
2,654
-19
-0.7% -$4.41K 0.08% 143
2025
Q1 		$619K Buy
+2,673
New +$592K 0.09% 135

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

Private Wealth Asset Management's WM Position: Q2 2026 in Review

Private Wealth Asset Management increased its Waste Management (WM) stake by 58% in Q2 2026, buying an estimated $266K and bringing the position to 3,263 shares worth $727K. The position accounts for 0.07% of the portfolio, ranked #157.

Private Wealth Asset Management first reported a position in WM in Q1 2025 and has held it in 6 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Private Wealth Asset Management held 3,263 shares of Waste Management worth $727K as of Q2 2026.
  • Private Wealth Asset Management bought 1,196 Waste Management shares in Q2 2026, an estimated $266K.
  • Waste Management made up 0.07% of Private Wealth Asset Management's portfolio in Q2 2026, its #157 holding.
  • Private Wealth Asset Management first reported a position in Waste Management in Q1 2025 and has held it in 6 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.