RGF
WM icon

Retirement Guys Formula’s Waste Management WM Stock Holding History

Retirement Guys Formula’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 		$1.38M Buy
6,177
+454
+8% +$101K 0.52% 75
2026
Q1 		$1.32M Buy
5,723
+558
+11% +$128K 0.6% 71
2025
Q4 		$1.13M Sell
5,165
-41
-0.8% -$8.74K 0.52% 76
2025
Q3 		$1.15M Buy
5,206
+203
+4% +$45.7K 0.4% 79
2025
Q2 		$1.14M Buy
5,003
+396
+9% +$91.9K 0.43% 81
2025
Q1 		$1.07M Buy
4,607
+803
+21% +$178K 0.53% 74
2024
Q4 		$768K Buy
3,804
+400
+12% +$85.9K 0.39% 80
2024
Q3 		$707K Buy
3,404
+356
+12% +$74.3K 0.33% 90
2024
Q2 		$650K Sell
3,048
-3
-0.1% -$624 0.31% 85
2024
Q1 		$650K Buy
+3,051
New +$600K 0.32% 84

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 $3.38T AUM 44.17% 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

Retirement Guys Formula's WM Position: Q2 2026 in Review

Retirement Guys Formula increased its Waste Management (WM) stake by 7.9% in Q2 2026, buying an estimated $101K and bringing the position to 6,177 shares worth $1.38M. The position accounts for 0.52% of the portfolio, ranked #75.

Retirement Guys Formula first reported a position in WM in Q1 2024 and has held it in 10 quarters since. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Retirement Guys Formula held 6,177 shares of Waste Management worth $1.38M as of Q2 2026.
  • Retirement Guys Formula bought 454 Waste Management shares in Q2 2026, an estimated $101K.
  • Waste Management made up 0.52% of Retirement Guys Formula's portfolio in Q2 2026, its #75 holding.
  • Retirement Guys Formula first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.