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Stratos Wealth Advisors’s Waste Management WM Stock Holding History

Stratos Wealth Advisors’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 		$473K Sell
2,124
-42
-2% -$9.34K 0.03% 413
2026
Q1 		$498K Sell
2,166
-184
-8% -$42.3K 0.03% 389
2025
Q4 		$516K Sell
2,350
-292
-11% -$62.2K 0.02% 429
2025
Q3 		$583K Buy
2,642
+402
+18% +$90.5K 0.03% 427
2025
Q2 		$513K Buy
2,240
+178
+9% +$41.3K 0.03% 446
2025
Q1 		$478K Buy
2,062
+49
+2% +$10.9K 0.03% 442
2024
Q4 		$406K Buy
2,013
+232
+13% +$49.8K 0.02% 522
2024
Q3 		$370K Buy
1,781
+434
+32% +$90.5K 0.02% 570
2024
Q2 		$288K Buy
1,347
+22
+2% +$4.57K 0.01% 580
2024
Q1 		$283K Buy
+1,325
New +$260K 0.02% 563
2021
Q3 		– Sell
-2,548
Closed -$357K – 578
2021
Q2 		$357K Buy
2,548
+978
+62% +$135K 0.03% 411
2021
Q1 		$203K Buy
+1,570
New +$183K 0.02% 465
2019
Q4 		– Sell
-2,150
Closed -$247K – 247
2019
Q3 		$247K Hold
2,150
– – 0.09% 215
2019
Q2 		$248K Buy
+2,150
New +$233K 0.1% 200

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

Stratos Wealth Advisors's WM Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its Waste Management (WM) stake by 1.9% in Q2 2026, selling an estimated $9.34K and leaving 2,124 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #413.

Stratos Wealth Advisors first reported a position in WM in Q2 2019 and has held it in 14 quarters since. The position peaked at $583K in Q3 2025. 2,373 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Stratos Wealth Advisors held 2,124 shares of Waste Management worth $473K as of Q2 2026.
  • Stratos Wealth Advisors sold 42 Waste Management shares in Q2 2026, an estimated $9.34K.
  • Waste Management made up 0.03% of Stratos Wealth Advisors's portfolio in Q2 2026, its #413 holding.
  • Stratos Wealth Advisors first reported a position in Waste Management in Q2 2019 and has held it in 14 quarters since.
  • Stratos Wealth Advisors's Waste Management position peaked at $583K in Q3 2025.
  • 2,373 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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