SWM
WM icon

Spire Wealth Management’s Waste Management WM Stock Holding History

Spire Wealth Management’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 		$801K Sell
3,595
-331
-8% -$73.6K 0.02% 443
2026
Q1 		$902K Sell
3,926
-22
-0.6% -$5.05K 0.03% 402
2025
Q4 		$867K Sell
3,948
-968
-20% -$206K 0.03% 423
2025
Q3 		$1.09M Sell
4,916
-228
-4% -$51.4K 0.04% 365
2025
Q2 		$1.18M Sell
5,144
-2,868
-36% -$665K 0.04% 332
2025
Q1 		$1.85M Buy
8,012
+196
+3% +$43.4K 0.06% 281
2024
Q4 		$1.58M Sell
7,816
-137
-2% -$29.4K 0.05% 285
2024
Q3 		$1.65M Buy
7,953
+862
+12% +$180K 0.06% 269
2024
Q2 		$1.51M Sell
7,091
-2,022
-22% -$420K 0.05% 274
2024
Q1 		$1.94M Sell
9,113
-1,009
-10% -$198K 0.04% 255
2023
Q4 		$1.87M Sell
10,122
-73
-0.7% -$12.2K 0.06% 256
2023
Q3 		$1.55M Buy
10,195
+1,703
+20% +$276K 0.06% 252
2023
Q2 		$1.47M Sell
8,492
-398
-4% -$65.8K 0.05% 273
2023
Q1 		$1.45M Sell
8,890
-23,004
-72% -$3.52M 0.06% 279
2022
Q4 		$5M Buy
31,894
+191
+0.6% +$30.7K 0.28% 83
2022
Q3 		$5.08M Sell
31,703
-18,755
-37% -$3.1M 0.31% 78
2022
Q2 		$7.72M Buy
50,458
+37,248
+282% +$5.83M 0.32% 81
2022
Q1 		$2.09M Sell
13,210
-270
-2% -$40.9K 0.06% 266
2021
Q4 		$2.25M Buy
13,480
+553
+4% +$88.9K 0.05% 292
2021
Q3 		$1.93M Buy
12,927
+536
+4% +$80.2K 0.05% 288
2021
Q2 		$1.74M Sell
12,391
-3,500
-22% -$484K 0.05% 319
2021
Q1 		$2.04M Buy
+15,891
New +$1.86M 0.05% 278

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

Spire Wealth Management's WM Position: Q2 2026 in Review

Spire Wealth Management reduced its Waste Management (WM) stake by 8.4% in Q2 2026, selling an estimated $73.6K and leaving 3,595 shares worth $801K. The position accounts for 0.02% of the portfolio, ranked #443.

Spire Wealth Management first reported a position in WM in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.72M in Q2 2022. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Spire Wealth Management held 3,595 shares of Waste Management worth $801K as of Q2 2026.
  • Spire Wealth Management sold 331 Waste Management shares in Q2 2026, an estimated $73.6K.
  • Waste Management made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #443 holding.
  • Spire Wealth Management first reported a position in Waste Management in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Waste Management position peaked at $7.72M in Q2 2022.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.