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Strategic Planning Group’s Waste Management WM Stock Holding History

Strategic Planning 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 		$5.74M Buy
25,760
+1,332
+5% +$296K 0.63% 48
2026
Q1 		$5.61M Buy
+24,428
New +$5.61M 0.78% 45

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

Strategic Planning Group's WM Position: Q2 2026 in Review

Strategic Planning Group increased its Waste Management (WM) stake by 5.5% in Q2 2026, buying an estimated $296K and bringing the position to 25,760 shares worth $5.74M. The position accounts for 0.63% of the portfolio, ranked #48.

Strategic Planning Group first reported a position in WM in Q1 2026 and has held it in 2 quarters since. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Strategic Planning Group held 25,760 shares of Waste Management worth $5.74M as of Q2 2026.
  • Strategic Planning Group bought 1,332 Waste Management shares in Q2 2026, an estimated $296K.
  • Waste Management made up 0.63% of Strategic Planning Group's portfolio in Q2 2026, its #48 holding.
  • Strategic Planning Group first reported a position in Waste Management in Q1 2026 and has held it in 2 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.