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Stockman Wealth Management’s Waste Management WM Stock Holding History

Stockman 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 		$359K Sell
1,610
-15
-0.9% -$3.34K 0.04% 133
2026
Q1 		$373K Sell
1,625
-8
-0.5% -$1.84K 0.04% 124
2025
Q4 		$359K Hold
1,633
– – 0.04% 124
2025
Q3 		$361K Buy
1,633
+2
+0.1% +$450 0.04% 126
2025
Q2 		$373K Hold
1,631
– – 0.05% 123
2025
Q1 		$378K Buy
1,631
+13
+0.8% +$2.88K 0.06% 120
2024
Q4 		$326K Hold
1,618
– – 0.05% 129
2024
Q3 		$336K Sell
1,618
-922
-36% -$192K 0.05% 137
2024
Q2 		$542K Hold
2,540
– – 0.1% 98
2024
Q1 		$541K Sell
2,540
-22
-0.9% -$4.32K 0.1% 96
2023
Q4 		$459K Sell
2,562
-95
-4% -$15.9K 0.09% 103
2023
Q3 		$405K Buy
2,657
+95
+4% +$15.4K 0.09% 112
2023
Q2 		$444K Buy
2,562
+4
+0.2% +$661 0.1% 115
2023
Q1 		$417K Sell
2,558
-9
-0.4% -$1.38K 0.09% 124
2022
Q4 		$403K Hold
2,567
– – 0.09% 126
2022
Q3 		$411K Hold
2,567
– – 0.11% 109
2022
Q2 		$393K Hold
2,567
– – 0.1% 117
2022
Q1 		$407K Buy
2,567
+341
+15% +$51.7K 0.08% 131
2021
Q4 		$372K Hold
2,226
– – 0.08% 147
2021
Q3 		$332K Sell
2,226
-290
-12% -$43.4K 0.07% 147
2021
Q2 		$353K Buy
2,516
+30
+1% +$4.15K 0.08% 140
2021
Q1 		$321K Hold
2,486
– – 0.09% 136
2020
Q4 		$293K Buy
2,486
+290
+13% +$33.8K 0.09% 135
2020
Q3 		$249K Hold
2,196
– – 0.09% 134
2020
Q2 		$233K Buy
+2,196
New +$222K 0.09% 137

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

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

Stockman Wealth Management reduced its Waste Management (WM) stake by 0.92% in Q2 2026, selling an estimated $3.34K and leaving 1,610 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #133.

Stockman Wealth Management first reported a position in WM in Q2 2020 and has held it in 25 quarters since. The position peaked at $542K in Q2 2024. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Stockman Wealth Management held 1,610 shares of Waste Management worth $359K as of Q2 2026.
  • Stockman Wealth Management sold 15 Waste Management shares in Q2 2026, an estimated $3.34K.
  • Waste Management made up 0.04% of Stockman Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Stockman Wealth Management first reported a position in Waste Management in Q2 2020 and has held it in 25 quarters since.
  • Stockman Wealth Management's Waste Management position peaked at $542K in Q2 2024.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.