SWM
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SHP Wealth Management’s Waste Management WM Stock Holding History

SHP 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 		$897K Sell
4,024
-311
-7% -$69.2K 0.06% 107
2026
Q1 		$996K Sell
4,335
-929
-18% -$213K 0.08% 84
2025
Q4 		$1.16M Buy
+5,264
New +$1.12M 0.09% 67

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Waste Management (WM) stake by 7.2% in Q2 2026, selling an estimated $69.2K and leaving 4,024 shares worth $897K. The position accounts for 0.06% of the portfolio, ranked #107.

SHP Wealth Management first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q4 2025. 2,375 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • SHP Wealth Management held 4,024 shares of Waste Management worth $897K as of Q2 2026.
  • SHP Wealth Management sold 311 Waste Management shares in Q2 2026, an estimated $69.2K.
  • Waste Management made up 0.06% of SHP Wealth Management's portfolio in Q2 2026, its #107 holding.
  • SHP Wealth Management first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Waste Management position peaked at $1.16M in Q4 2025.
  • 2,375 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.