RWB
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RMR Wealth Builders’s Waste Management WM Stock Holding History

RMR Wealth Builders’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 		$1.32M Sell
5,942
-7,817
-57% -$1.74M 0.08% 112
2026
Q1 		$3.16M Buy
13,759
+2,224
+19% +$511K 0.25% 59
2025
Q4 		$2.53M Buy
11,535
+1,823
+19% +$389K 0.2% 71
2025
Q3 		$2.14M Sell
9,712
-440
-4% -$99.1K 0.18% 71
2025
Q2 		$2.32M Buy
10,152
+543
+6% +$126K 0.21% 61
2025
Q1 		$2.22M Buy
9,609
+800
+9% +$177K 0.23% 57
2024
Q4 		$1.78M Buy
8,809
+984
+13% +$211K 0.18% 67
2024
Q3 		$1.62M Buy
7,825
+210
+3% +$43.8K 0.17% 74
2024
Q2 		$1.62M Buy
7,615
+793
+12% +$165K 0.19% 68
2024
Q1 		$1.45M Buy
6,822
+1,395
+26% +$274K 0.18% 73
2023
Q4 		$972K Buy
5,427
+1,248
+30% +$209K 0.14% 87
2023
Q3 		$637K Buy
4,179
+2,808
+205% +$454K 0.1% 109
2023
Q2 		$238K Sell
1,371
-19
-1% -$3.14K 0.04% 185
2023
Q1 		$227K Sell
1,390
-18
-1% -$2.76K 0.04% 192
2022
Q4 		$221K Buy
1,408
+107
+8% +$17.2K 0.05% 177
2022
Q3 		$208K Buy
+1,301
New +$215K 0.05% 183
2022
Q2 		– Sell
-1,325
Closed -$210K – 222
2022
Q1 		$210K Buy
+1,325
New +$201K 0.05% 196
2021
Q2 		– Sell
-1,800
Closed -$232K – 712
2021
Q1 		$232K Buy
1,800
+1,140
+173% +$133K 0.06% 171
2020
Q4 		$78K Buy
+660
New +$77K 0.04% 220

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

RMR Wealth Builders's WM Position: Q2 2026 in Review

RMR Wealth Builders reduced its Waste Management (WM) stake by 57% in Q2 2026, selling an estimated $1.74M and leaving 5,942 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #112.

RMR Wealth Builders first reported a position in WM in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.16M in Q1 2026. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • RMR Wealth Builders held 5,942 shares of Waste Management worth $1.32M as of Q2 2026.
  • RMR Wealth Builders sold 7,817 Waste Management shares in Q2 2026, an estimated $1.74M.
  • Waste Management made up 0.08% of RMR Wealth Builders's portfolio in Q2 2026, its #112 holding.
  • RMR Wealth Builders first reported a position in Waste Management in Q4 2020 and has held it in 19 quarters since.
  • RMR Wealth Builders's Waste Management position peaked at $3.16M in Q1 2026.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.