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Strategic Wealth Investment Group’s Waste Management WM Stock Holding History

Strategic Wealth Investment 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 		$4.9M Sell
21,999
-6,254
-22% -$1.39M 0.59% 49
2026
Q1 		$6.49M Buy
28,253
+225
+0.8% +$51.7K 0.82% 44
2025
Q4 		$6.16M Sell
28,028
-9,437
-25% -$2.01M 0.76% 45
2025
Q3 		$8.27M Buy
37,465
+36,170
+2,793% +$8.15M 0.7% 47
2025
Q2 		$296K Buy
1,295
+82
+7% +$19K 0.43% 46
2025
Q1 		$281K Sell
1,213
-31,827
-96% -$7.05M 0.49% 45
2024
Q4 		$6.67M Buy
33,040
+353
+1% +$75.8K 0.74% 43
2024
Q3 		$6.8M Buy
32,687
+3,428
+12% +$715K 0.73% 44
2024
Q2 		$6.13M Buy
+29,259
New +$6.08M 0.77% 50
2023
Q4 		$5.67M Buy
31,657
+1,709
+6% +$287K 0.85% 40
2023
Q3 		$4.57M Buy
29,948
+1,650
+6% +$267K 0.83% 42
2023
Q2 		$4.91M Buy
28,298
+3,503
+14% +$579K 0.78% 40
2023
Q1 		$4.05M Buy
24,795
+4,376
+21% +$670K 0.75% 37
2022
Q4 		$3.08M Buy
20,419
+1,472
+8% +$237K 0.71% 42
2022
Q3 		$3.04M Buy
18,947
+1,957
+12% +$323K 0.87% 34
2022
Q2 		$2.6M Buy
16,990
+5,953
+54% +$932K 0.65% 48
2022
Q1 		$1.75M Buy
11,037
+3,121
+39% +$473K 0.42% 46
2021
Q4 		$1.32M Buy
7,916
+3,003
+61% +$483K 0.34% 48
2021
Q3 		$726K Buy
+4,913
New +$735K 0.22% 55

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 Wealth Investment Group's WM Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Waste Management (WM) stake by 22% in Q2 2026, selling an estimated $1.39M and leaving 21,999 shares worth $4.9M. The position accounts for 0.59% of the portfolio, ranked #49.

Strategic Wealth Investment Group first reported a position in WM in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.27M in Q3 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Strategic Wealth Investment Group held 21,999 shares of Waste Management worth $4.9M as of Q2 2026.
  • Strategic Wealth Investment Group sold 6,254 Waste Management shares in Q2 2026, an estimated $1.39M.
  • Waste Management made up 0.59% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #49 holding.
  • Strategic Wealth Investment Group first reported a position in Waste Management in Q3 2021 and has held it in 19 quarters since.
  • Strategic Wealth Investment Group's Waste Management position peaked at $8.27M in Q3 2025.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.