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SimplyRich’s Waste Management WM Stock Holding History

SimplyRich’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 		$695K Sell
3,121
-16
-0.5% -$3.56K 0.16% 112
2026
Q1 		$720K Sell
3,137
-39
-1% -$8.96K 0.18% 106
2025
Q4 		$697K Buy
3,176
+1
+0% +$213 0.18% 105
2025
Q3 		$701K Sell
3,175
-3
-0.1% -$676 0.19% 109
2025
Q2 		$727K Hold
3,178
– – 0.2% 98
2025
Q1 		$735K Buy
3,178
+1
+0% +$221 0.21% 98
2024
Q4 		$641K Buy
3,177
+82
+3% +$17.6K 0.18% 108
2024
Q3 		$642K Buy
3,095
+234
+8% +$48.8K 0.18% 111
2024
Q2 		$610K Buy
2,861
+50
+2% +$10.4K 0.19% 101
2024
Q1 		$600K Buy
2,811
+37
+1% +$7.27K 0.19% 104
2023
Q4 		$497K Buy
2,774
+1
+0% +$168 0.17% 114
2023
Q3 		$422K Sell
2,773
-1
-0% -$162 0.2% 102
2023
Q2 		$481K Hold
2,774
– – 0.17% 117
2023
Q1 		$452K Sell
2,774
-11
-0.4% -$1.69K 0.17% 117
2022
Q4 		$436K Buy
2,785
+11
+0.4% +$1.77K 0.17% 120
2022
Q3 		$444K Sell
2,774
-145
-5% -$23.9K 0.2% 103
2022
Q2 		$446K Hold
2,919
– – 0.19% 107
2022
Q1 		$462K Sell
2,919
-348
-11% -$52.8K 0.16% 116
2021
Q4 		$545K Buy
3,267
+222
+7% +$35.7K 0.18% 111
2021
Q3 		$454K Buy
3,045
+658
+28% +$98.5K 0.17% 116
2021
Q2 		$334K Buy
2,387
+164
+7% +$22.7K 0.15% 122
2021
Q1 		$287K Buy
+2,223
New +$260K 0.11% 140

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

SimplyRich's WM Position: Q2 2026 in Review

SimplyRich reduced its Waste Management (WM) stake by 0.51% in Q2 2026, selling an estimated $3.56K and leaving 3,121 shares worth $695K. The position accounts for 0.16% of the portfolio, ranked #112.

SimplyRich first reported a position in WM in Q1 2021 and has held it in 22 quarters since. The position peaked at $735K in Q1 2025. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • SimplyRich held 3,121 shares of Waste Management worth $695K as of Q2 2026.
  • SimplyRich sold 16 Waste Management shares in Q2 2026, an estimated $3.56K.
  • Waste Management made up 0.16% of SimplyRich's portfolio in Q2 2026, its #112 holding.
  • SimplyRich first reported a position in Waste Management in Q1 2021 and has held it in 22 quarters since.
  • SimplyRich's Waste Management position peaked at $735K in Q1 2025.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.