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San Luis Wealth Advisors’s Waste Management WM Stock Holding History

San Luis Wealth 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 		$431K Buy
1,932
+6
+0.3% +$1.33K 0.06% 139
2026
Q1 		$443K Buy
1,926
+4
+0.2% +$919 0.07% 128
2025
Q4 		$422K Buy
1,922
+45
+2% +$9.59K 0.07% 136
2025
Q3 		$415K Buy
1,877
+232
+14% +$52.3K 0.07% 137
2025
Q2 		$376K Buy
1,645
+3
+0.2% +$696 0.08% 115
2025
Q1 		$380K Buy
1,642
+3
+0.2% +$664 0.09% 104
2024
Q4 		$331K Buy
1,639
+3
+0.2% +$644 0.06% 114
2024
Q3 		$340K Buy
+1,636
New +$341K 0.07% 109

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

San Luis Wealth Advisors's WM Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Waste Management (WM) stake by 0.31% in Q2 2026, buying an estimated $1.33K and bringing the position to 1,932 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #139.

San Luis Wealth Advisors first reported a position in WM in Q3 2024 and has held it in 8 quarters since. The position peaked at $443K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • San Luis Wealth Advisors held 1,932 shares of Waste Management worth $431K as of Q2 2026.
  • San Luis Wealth Advisors bought 6 Waste Management shares in Q2 2026, an estimated $1.33K.
  • Waste Management made up 0.06% of San Luis Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • San Luis Wealth Advisors first reported a position in Waste Management in Q3 2024 and has held it in 8 quarters since.
  • San Luis Wealth Advisors's Waste Management position peaked at $443K in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.