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Souders Financial Advisors’s Waste Management WM Stock Holding History

Souders Financial Advisors’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 		$266K Buy
+1,194
New +$266K 0.03% 201
2024
Q1 		– Sell
-1,731
Closed -$310K – 167
2023
Q4 		$310K Buy
+1,731
New +$290K 0.05% 142

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

Souders Financial Advisors's WM Position: Q2 2026 in Review

Souders Financial Advisors opened a new position in Waste Management (WM) in Q2 2026: 1,194 shares worth $266K. The stake represents 0.03% of the portfolio and ranks #201 among its holdings. This is a return to the name: Souders Financial Advisors previously reported a position in WM as recently as Q4 2023.

Souders Financial Advisors first reported a position in WM in Q4 2023 and has held it in 2 quarters since. The position peaked at $310K in Q4 2023. 2,369 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Souders Financial Advisors held 1,194 shares of Waste Management worth $266K as of Q2 2026.
  • Waste Management was a new Souders Financial Advisors position in Q2 2026.
  • Waste Management made up 0.03% of Souders Financial Advisors's portfolio in Q2 2026, its #201 holding.
  • Souders Financial Advisors first reported a position in Waste Management in Q4 2023 and has held it in 2 quarters since.
  • Souders Financial Advisors's Waste Management position peaked at $310K in Q4 2023.
  • 2,369 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.