RWM
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Rockline Wealth Management’s Waste Management WM Stock Holding History

Rockline Wealth Management’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 		$5.31M Sell
23,826
-674
-3% -$150K 1.02% 29
2026
Q1 		$5.63M Sell
24,500
-555
-2% -$128K 1.22% 22
2025
Q4 		$5.5M Buy
25,055
+743
+3% +$158K 1.12% 24
2025
Q3 		$5.37M Buy
24,312
+104
+0.4% +$23.4K 1.11% 24
2025
Q2 		$5.54M Buy
24,208
+169
+0.7% +$39.2K 1.31% 18
2025
Q1 		$5.57M Buy
24,039
+347
+1% +$76.8K 1.55% 16
2024
Q4 		$4.78M Buy
23,692
+1,000
+4% +$215K 1.28% 19
2024
Q3 		$4.71M Buy
22,692
+635
+3% +$132K 1.33% 18
2024
Q2 		$4.71M Buy
22,057
+229
+1% +$47.6K 1.45% 15
2024
Q1 		$4.65M Buy
21,828
+463
+2% +$91K 1.63% 15
2023
Q4 		$3.83M Buy
+21,365
New +$3.58M 1.59% 21

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

Rockline Wealth Management's WM Position: Q2 2026 in Review

Rockline Wealth Management reduced its Waste Management (WM) stake by 2.8% in Q2 2026, selling an estimated $150K and leaving 23,826 shares worth $5.31M. The position accounts for 1.02% of the portfolio, ranked #29.

Rockline Wealth Management first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.63M in Q1 2026. 2,347 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Rockline Wealth Management held 23,826 shares of Waste Management worth $5.31M as of Q2 2026.
  • Rockline Wealth Management sold 674 Waste Management shares in Q2 2026, an estimated $150K.
  • Waste Management made up 1.02% of Rockline Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Rockline Wealth Management first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's Waste Management position peaked at $5.63M in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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