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Pure Financial Advisors’s Waste Management WM Stock Holding History

Pure Financial Advisors’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 		$813K Buy
3,649
+703
+24% +$156K 0.01% 272
2026
Q1 		$677K Sell
2,946
-245
-8% -$56.3K 0.01% 275
2025
Q4 		$701K Buy
3,191
+382
+14% +$81.4K 0.01% 264
2025
Q3 		$620K Buy
2,809
+178
+7% +$40.1K 0.01% 272
2025
Q2 		$602K Buy
2,631
+1,484
+129% +$344K 0.01% 258
2025
Q1 		$266K Sell
1,147
-508
-31% -$113K 0.01% 334
2024
Q4 		$334K Buy
1,655
+12
+0.7% +$2.58K 0.01% 271
2024
Q3 		$341K Buy
1,643
+278
+20% +$58K 0.01% 261
2024
Q2 		$291K Buy
1,365
+20
+1% +$4.16K 0.01% 255
2024
Q1 		$287K Sell
1,345
-105
-7% -$20.6K 0.01% 260
2023
Q4 		$260K Buy
+1,450
New +$243K 0.01% 258

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

Pure Financial Advisors's WM Position: Q2 2026 in Review

Pure Financial Advisors increased its Waste Management (WM) stake by 24% in Q2 2026, buying an estimated $156K and bringing the position to 3,649 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #272.

Pure Financial Advisors first reported a position in WM in Q4 2023 and has held it in 11 quarters since. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Pure Financial Advisors held 3,649 shares of Waste Management worth $813K as of Q2 2026.
  • Pure Financial Advisors bought 703 Waste Management shares in Q2 2026, an estimated $156K.
  • Waste Management made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #272 holding.
  • Pure Financial Advisors first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.