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Sax Wealth Advisors’s Waste Management WM Stock Holding History

Sax 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 		$261K Buy
1,138
+62
+6% +$13.8K 0.01% 471
2026
Q1 		$236K Hold
1,076
– – 0.01% 438
2025
Q4 		$236K Buy
1,076
+34
+3% +$7.25K 0.01% 445
2025
Q3 		$230K Sell
1,042
-172
-14% -$38.7K 0.01% 403
2025
Q2 		$278K Buy
1,214
+190
+19% +$44.1K 0.02% 355
2025
Q1 		$237K Buy
+1,024
New +$227K 0.02% 326
2024
Q4 		– Sell
-1,287
Closed -$267K – 339
2024
Q3 		$267K Buy
1,287
+170
+15% +$35.5K 0.02% 234
2024
Q2 		$238K Buy
+1,117
New +$232K 0.02% 245

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

Sax Wealth Advisors's WM Position: Q2 2026 in Review

Sax Wealth Advisors increased its Waste Management (WM) stake by 5.8% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,138 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #471.

Sax Wealth Advisors first reported a position in WM in Q2 2024 and has held it in 8 quarters since. The position peaked at $278K in Q2 2025. 2,355 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Sax Wealth Advisors held 1,138 shares of Waste Management worth $261K as of Q2 2026.
  • Sax Wealth Advisors bought 62 Waste Management shares in Q2 2026, an estimated $13.8K.
  • Waste Management made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #471 holding.
  • Sax Wealth Advisors first reported a position in Waste Management in Q2 2024 and has held it in 8 quarters since.
  • Sax Wealth Advisors's Waste Management position peaked at $278K in Q2 2025.
  • 2,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.