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Quantum Financial Advisors’s Waste Management WM Stock Holding History

Quantum 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 		$357K Sell
1,604
-204
-11% -$45.4K 0.04% 158
2026
Q1 		$415K Buy
1,808
+505
+39% +$116K 0.05% 123
2025
Q4 		$286K Buy
1,303
+113
+9% +$24.1K 0.03% 162
2025
Q3 		$263K Hold
1,190
– – 0.03% 155
2025
Q2 		$272K Hold
1,190
– – 0.04% 144
2025
Q1 		$275K Sell
1,190
-2
-0.2% -$443 0.04% 130
2024
Q4 		$240K Hold
1,192
– – 0.04% 158
2024
Q3 		$247K Hold
1,192
– – 0.04% 147
2024
Q2 		$254K Hold
1,192
– – 0.04% 136
2024
Q1 		$254K Buy
+1,192
New +$234K 0.05% 139

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

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

Quantum Financial Advisors reduced its Waste Management (WM) stake by 11% in Q2 2026, selling an estimated $45.4K and leaving 1,604 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #158.

Quantum Financial Advisors first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $415K in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Quantum Financial Advisors held 1,604 shares of Waste Management worth $357K as of Q2 2026.
  • Quantum Financial Advisors sold 204 Waste Management shares in Q2 2026, an estimated $45.4K.
  • Waste Management made up 0.04% of Quantum Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Quantum Financial Advisors first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • Quantum Financial Advisors's Waste Management position peaked at $415K in Q1 2026.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.