SWASL
WM icon

Spartan Wealth Advisory Services LLC’s Waste Management WM Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$201K Sell
900
-174
-16% -$38.7K 0.02% 309
2026
Q1 		$247K Buy
+1,074
New +$247K 0.02% 274

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spartan Wealth Advisory Services LLC's WM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Waste Management (WM) stake by 16% in Q2 2026, selling an estimated $38.7K and leaving 900 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #309.

Spartan Wealth Advisory Services LLC first reported a position in WM in Q1 2026 and has held it in 2 quarters since. The position peaked at $247K in Q1 2026. 2,259 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 900 shares of Waste Management worth $201K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 174 Waste Management shares in Q2 2026, an estimated $38.7K.
  • Waste Management made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #309 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Waste Management in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Waste Management position peaked at $247K in Q1 2026.
  • 2,259 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.