SWP
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Summit Wealth Partners’s Waste Management WM Stock Holding History

Summit Wealth Partners’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 		$221K Buy
992
+30
+3% +$6.67K 0.03% 271
2026
Q1 		$221K Buy
+962
New +$221K 0.04% 260

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

Summit Wealth Partners's WM Position: Q2 2026 in Review

Summit Wealth Partners increased its Waste Management (WM) stake by 3.1% in Q2 2026, buying an estimated $6.67K and bringing the position to 992 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #271.

Summit Wealth Partners first reported a position in WM in Q1 2026 and has held it in 2 quarters since. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Summit Wealth Partners held 992 shares of Waste Management worth $221K as of Q2 2026.
  • Summit Wealth Partners bought 30 Waste Management shares in Q2 2026, an estimated $6.67K.
  • Waste Management made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #271 holding.
  • Summit Wealth Partners first reported a position in Waste Management in Q1 2026 and has held it in 2 quarters since.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.