SkyOak Wealth’s Waste Management WM Stock Holding History

SkyOak 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	$409K	Hold	1,836	–	–	0.07%	152
2026 Q1	$422K	Hold	1,836	–	–	0.08%	143
2025 Q4	$403K	Hold	1,836	–	–	0.07%	147
2025 Q3	$405K	Hold	1,836	–	–	0.08%	146
2025 Q2	$420K	Sell	1,836 -82	-4%	-$19K	0.08%	140
2025 Q1	$444K	Hold	1,918	–	–	0.1%	129
2024 Q4	$387K	Hold	1,918	–	–	0.08%	141
2024 Q3	$398K	Hold	1,918	–	–	0.09%	134
2024 Q2	$409K	Hold	1,918	–	–	0.1%	136
2024 Q1	$409K	Hold	1,918	–	–	0.1%	145
2023 Q4	$344K	Hold	1,918	–	–	0.09%	155
2023 Q3	$292K	Hold	1,918	–	–	0.09%	171
2023 Q2	$333K	Hold	1,918	–	–	0.09%	157
2023 Q1	$313K	Hold	1,918	–	–	0.1%	160
2022 Q4	$301K	Hold	1,918	–	–	0.1%	159
2022 Q3	$307K	Hold	1,918	–	–	0.11%	150
2022 Q2	$293K	Hold	1,918	–	–	0.1%	160
2022 Q1	$304K	Hold	1,918	–	–	0.08%	179
2021 Q4	$320K	Sell	1,918 -200	-9%	-$32.2K	0.08%	177
2021 Q3	$316K	Hold	2,118	–	–	0.09%	165
2021 Q2	$297K	Hold	2,118	–	–	0.08%	168
2021 Q1	$289K	Buy	2,118 +74	+4%	+$8.65K	0.08%	173
2020 Q4	$241K	Hold	2,044	–	–	0.08%	184
2020 Q3	$231K	Sell	2,044 -4,818	-70%	-$532K	0.08%	177
2020 Q2	$727K	Buy	6,862 +4,212	+159%	+$425K	0.27%	91
2020 Q1	$245K	Hold	2,650	–	–	0.13%	178
2019 Q4	$302K	Buy	+2,650	New	+$299K	0.09%	231

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

SkyOak Wealth's WM Position: Q2 2026 in Review

SkyOak Wealth held its Waste Management (WM) position steady in Q2 2026 at 1,836 shares worth $409K. The position accounts for 0.07% of the portfolio, ranked #152.

SkyOak Wealth first reported a position in WM in Q4 2019 and has held it in 27 quarters since. The position peaked at $727K in Q2 2020. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

SkyOak Wealth held 1,836 shares of Waste Management worth $409K as of Q2 2026.
SkyOak Wealth left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.07% of SkyOak Wealth's portfolio in Q2 2026, its #152 holding.
SkyOak Wealth first reported a position in Waste Management in Q4 2019 and has held it in 27 quarters since.
SkyOak Wealth's Waste Management position peaked at $727K in Q2 2020.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.