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Sound View Wealth Advisors Group’s Waste Management WM Stock Holding History

Sound View Wealth Advisors Group’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 		$1.77M Sell
7,939
-96
-1% -$21.4K 0.11% 148
2026
Q1 		$1.85M Buy
8,035
+57
+0.7% +$13.1K 0.13% 136
2025
Q4 		$1.75M Sell
7,978
-264
-3% -$56.3K 0.12% 136
2025
Q3 		$1.82M Sell
8,242
-717
-8% -$161K 0.13% 142
2025
Q2 		$2.05M Buy
8,959
+18
+0.2% +$4.18K 0.15% 129
2025
Q1 		$2.07M Buy
8,941
+64
+0.7% +$14.2K 0.17% 121
2024
Q4 		$1.79M Buy
8,877
+105
+1% +$22.6K 0.14% 126
2024
Q3 		$1.82M Buy
8,772
+175
+2% +$36.5K 0.15% 128
2024
Q2 		$1.83M Buy
8,597
+93
+1% +$19.3K 0.19% 116
2024
Q1 		$1.81M Sell
8,504
-215
-2% -$42.3K 0.19% 115
2023
Q4 		$1.56M Sell
8,719
-201
-2% -$33.7K 0.17% 126
2023
Q3 		$1.36M Buy
8,920
+250
+3% +$40.5K 0.17% 122
2023
Q2 		$1.5M Sell
8,670
-235
-3% -$38.8K 0.2% 111
2023
Q1 		$1.45M Buy
8,905
+186
+2% +$28.5K 0.2% 113
2022
Q4 		$1.56M Buy
8,719
+3,419
+65% +$550K 0.17% 126
2022
Q3 		$849K Buy
5,300
+29
+0.6% +$4.79K 0.19% 116
2022
Q2 		$806K Sell
5,271
-98
-2% -$15.3K 0.17% 121
2022
Q1 		$851K Buy
5,369
+99
+2% +$15K 0.16% 122
2021
Q4 		$880K Sell
5,270
-263
-5% -$42.3K 0.17% 125
2021
Q3 		$826K Buy
5,533
+37
+0.7% +$5.54K 0.17% 129
2021
Q2 		$770K Sell
5,496
-94
-2% -$13K 0.16% 130
2021
Q1 		$721K Sell
5,590
-1,687
-23% -$197K 0.17% 127
2020
Q4 		$858K Buy
7,277
+70
+1% +$8.16K 0.21% 108
2020
Q3 		$816K Sell
7,207
-123
-2% -$13.6K 0.21% 107
2020
Q2 		$776K Buy
7,330
+1,521
+26% +$154K 0.22% 108
2020
Q1 		$538K Sell
5,809
-426
-7% -$48.9K 0.19% 114
2019
Q4 		$711K Buy
6,235
+362
+6% +$40.9K 0.2% 117
2019
Q3 		$675K Buy
5,873
+106
+2% +$12.4K 0.2% 118
2019
Q2 		$665K Buy
+5,767
New +$626K 0.2% 122

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

Sound View Wealth Advisors Group's WM Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Waste Management (WM) stake by 1.2% in Q2 2026, selling an estimated $21.4K and leaving 7,939 shares worth $1.77M. The position accounts for 0.11% of the portfolio, ranked #148.

Sound View Wealth Advisors Group first reported a position in WM in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.07M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Sound View Wealth Advisors Group held 7,939 shares of Waste Management worth $1.77M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 96 Waste Management shares in Q2 2026, an estimated $21.4K.
  • Waste Management made up 0.11% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #148 holding.
  • Sound View Wealth Advisors Group first reported a position in Waste Management in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Waste Management position peaked at $2.07M in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.