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SteelPeak Wealth’s Waste Management WM Stock Holding History

SteelPeak 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 		$1.55M Buy
6,970
+112
+2% +$24.9K 0.04% 260
2026
Q1 		$1.58M Sell
6,858
-5,920
-46% -$1.36M 0.05% 233
2025
Q4 		$2.81M Sell
12,778
-218
-2% -$46.5K 0.09% 160
2025
Q3 		$2.87M Buy
12,996
+3,874
+42% +$873K 0.1% 165
2025
Q2 		$2.09M Buy
9,122
+126
+1% +$29.2K 0.08% 190
2025
Q1 		$2.08M Buy
8,996
+132
+1% +$29.2K 0.09% 181
2024
Q4 		$1.79M Sell
8,864
-264
-3% -$56.7K 0.07% 182
2024
Q3 		$1.89M Buy
9,128
+33
+0.4% +$6.88K 0.08% 177
2024
Q2 		$1.94M Buy
9,095
+5,449
+149% +$1.13M 0.09% 170
2024
Q1 		$777K Buy
3,646
+21
+0.6% +$4.13K 0.04% 246
2023
Q4 		$649K Sell
3,625
-133
-4% -$22.3K 0.04% 256
2023
Q3 		$573K Sell
3,758
-100
-3% -$16.2K 0.04% 236
2023
Q2 		$669K Buy
3,858
+173
+5% +$28.6K 0.04% 213
2023
Q1 		$601K Sell
3,685
-12
-0.3% -$1.84K 0.04% 219
2022
Q4 		$580K Buy
3,697
+326
+10% +$52.5K 0.04% 224
2022
Q3 		$540K Buy
3,371
+12
+0.4% +$1.98K 0.04% 234
2022
Q2 		$514K Hold
3,359
– – 0.04% 248
2022
Q1 		$532K Buy
3,359
+300
+10% +$45.5K 0.03% 274
2021
Q4 		$511K Hold
3,059
– – 0.03% 252
2021
Q3 		$457K Hold
3,059
– – 0.03% 261
2021
Q2 		$429K Hold
3,059
– – 0.03% 281
2021
Q1 		$395K Sell
3,059
-197
-6% -$23K 0.03% 256
2020
Q4 		$384K Buy
+3,256
New +$380K 0.03% 237

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

SteelPeak Wealth's WM Position: Q2 2026 in Review

SteelPeak Wealth increased its Waste Management (WM) stake by 1.6% in Q2 2026, buying an estimated $24.9K and bringing the position to 6,970 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #260.

SteelPeak Wealth first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.87M in Q3 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • SteelPeak Wealth held 6,970 shares of Waste Management worth $1.55M as of Q2 2026.
  • SteelPeak Wealth bought 112 Waste Management shares in Q2 2026, an estimated $24.9K.
  • Waste Management made up 0.04% of SteelPeak Wealth's portfolio in Q2 2026, its #260 holding.
  • SteelPeak Wealth first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
  • SteelPeak Wealth's Waste Management position peaked at $2.87M in Q3 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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