SW
WM icon

Simplicity Wealth’s Waste Management WM Stock Holding History

Simplicity Wealth’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 		$1.27M Buy
5,711
+319
+6% +$70.9K 0.04% 368
2026
Q1 		$1.24M Buy
5,392
+126
+2% +$29K 0.07% 256
2025
Q4 		$1.16M Buy
5,266
+252
+5% +$53.7K 0.07% 252
2025
Q3 		$1.11M Sell
5,014
-7,723
-61% -$1.74M 0.06% 269
2025
Q2 		$2.91M Buy
12,737
+6,933
+119% +$1.61M 0.12% 168
2025
Q1 		$1.34M Buy
+5,804
New +$1.29M 0.1% 201
2024
Q4 		– Sell
-5,340
Closed -$1.11M – 521
2024
Q3 		$1.11M Sell
5,340
-14,767
-73% -$3.08M 0.1% 180
2024
Q2 		$4.29M Buy
20,107
+182
+0.9% +$37.8K 0.1% 207
2024
Q1 		$4.25M Buy
19,925
+16,834
+545% +$3.31M 0.1% 205
2023
Q4 		$554K Buy
+3,091
New +$518K 0.21% 83

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

Simplicity Wealth's WM Position: Q2 2026 in Review

Simplicity Wealth increased its Waste Management (WM) stake by 5.9% in Q2 2026, buying an estimated $70.9K and bringing the position to 5,711 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #368.

Simplicity Wealth first reported a position in WM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.29M in Q2 2024. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Simplicity Wealth held 5,711 shares of Waste Management worth $1.27M as of Q2 2026.
  • Simplicity Wealth bought 319 Waste Management shares in Q2 2026, an estimated $70.9K.
  • Waste Management made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #368 holding.
  • Simplicity Wealth first reported a position in Waste Management in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Waste Management position peaked at $4.29M in Q2 2024.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.