PWMG
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Private Wealth Management Group’s Waste Management WM Stock Holding History

Private Wealth Management 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 		$5.35K Sell
24
-10
-29% -$2.22K ﹤0.01% 825
2026
Q1 		$7.81K Buy
34
+10
+42% +$2.3K ﹤0.01% 608
2025
Q4 		$5.27K Buy
+24
New +$5.12K ﹤0.01% 747
2025
Q1 		– Sell
-11
Closed -$2.22K – 1596
2024
Q4 		$2.22K Buy
+11
New +$2.36K ﹤0.01% 1040

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 Management Group's WM Position: Q2 2026 in Review

Private Wealth Management Group reduced its Waste Management (WM) stake by 29% in Q2 2026, selling an estimated $2.22K and leaving 24 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Private Wealth Management Group first reported a position in WM in Q4 2024 and has held it in 4 quarters since. The position peaked at $7.81K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Private Wealth Management Group held 24 shares of Waste Management worth $5.35K as of Q2 2026.
  • Private Wealth Management Group sold 10 Waste Management shares in Q2 2026, an estimated $2.22K.
  • Waste Management made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #825 holding.
  • Private Wealth Management Group first reported a position in Waste Management in Q4 2024 and has held it in 4 quarters since.
  • Private Wealth Management Group's Waste Management position peaked at $7.81K in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.