Secure Asset Management’s Waste Management WM Stock Holding History

Secure Asset 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	$2.77M	Sell	12,424 -177	-1%	-$39.4K	0.39%	68
2026 Q1	$2.9M	Sell	12,601 -496	-4%	-$114K	0.46%	61
2025 Q4	$2.88M	Buy	13,097 +625	+5%	+$133K	0.45%	56
2025 Q3	$2.74M	Buy	12,472 +8,058	+183%	+$1.81M	0.45%	61
2025 Q2	$1.01M	Sell	4,414 -146	-3%	-$33.9K	0.19%	129
2025 Q1	$1.06M	Buy	4,560 +733	+19%	+$162K	0.21%	119
2024 Q4	$772K	Buy	3,827 +2,040	+114%	+$438K	0.12%	153
2024 Q3	$371K	Buy	+1,787	New	+$373K	0.06%	217

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Secure Asset Management's WM Position: Q2 2026 in Review

Secure Asset Management reduced its Waste Management (WM) stake by 1.4% in Q2 2026, selling an estimated $39.4K and leaving 12,424 shares worth $2.77M. The position accounts for 0.39% of the portfolio, ranked #68.

Secure Asset Management first reported a position in WM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.9M in Q1 2026. 2,361 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Secure Asset Management held 12,424 shares of Waste Management worth $2.77M as of Q2 2026.
Secure Asset Management sold 177 Waste Management shares in Q2 2026, an estimated $39.4K.
Waste Management made up 0.39% of Secure Asset Management's portfolio in Q2 2026, its #68 holding.
Secure Asset Management first reported a position in Waste Management in Q3 2024 and has held it in 8 quarters since.
Secure Asset Management's Waste Management position peaked at $2.9M in Q1 2026.
2,361 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.