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TCI Wealth Advisors’s Waste Management WM Stock Holding History

TCI 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 		$241K Buy
1,080
+27
+3% +$6K 0.01% 236
2026
Q1 		$242K Buy
1,053
+74
+8% +$17K 0.01% 216
2025
Q4 		$215K Sell
979
-6
-0.6% -$1.28K 0.01% 231
2025
Q3 		$218K Buy
985
+16
+2% +$3.6K 0.01% 241
2025
Q2 		$222K Sell
969
-3
-0.3% -$696 0.02% 222
2025
Q1 		$225K Buy
+972
New +$215K 0.02% 211
2024
Q4 		– Sell
-969
Closed -$201K – 245
2024
Q3 		$201K Buy
969
+2
+0.2% +$417 0.02% 234
2024
Q2 		$206K Buy
967
+17
+2% +$3.53K 0.02% 213
2024
Q1 		$202K Buy
+950
New +$187K 0.02% 206
2023
Q2 		– Sell
-633
Closed -$103K – 2242
2023
Q1 		$103K Sell
633
-1
-0.2% -$153 0.01% 280
2022
Q4 		$99.5K Sell
634
-1
-0.2% -$161 0.01% 268
2022
Q3 		$102K Buy
635
+4
+0.6% +$660 0.02% 248
2022
Q2 		$97K Sell
631
-20
-3% -$3.13K 0.01% 256
2022
Q1 		$103K Hold
651
– – 0.02% 261
2021
Q4 		$109K Sell
651
-407
-38% -$65.4K 0.02% 253
2021
Q3 		$158K Sell
1,058
-780
-42% -$117K 0.02% 217
2021
Q2 		$258K Buy
1,838
+1,617
+732% +$224K 0.04% 161
2021
Q1 		$29K Buy
221
+66
+43% +$7.71K 0.01% 491
2020
Q4 		$18K Sell
155
-4
-3% -$466 0.01% 523
2020
Q3 		$18K Hold
159
– – 0.01% 476
2020
Q2 		$17K Sell
159
-108
-40% -$10.9K 0.01% 483
2020
Q1 		$25K Sell
267
-117
-30% -$13.4K 0.01% 423
2019
Q4 		$44K Buy
384
+20
+5% +$2.26K 0.02% 413
2019
Q3 		$42K Buy
364
+5
+1% +$584 0.02% 358
2019
Q2 		$41K Sell
359
-17
-5% -$1.84K 0.02% 349
2019
Q1 		$39K Buy
376
+196
+109% +$19.1K 0.02% 387
2018
Q4 		$16K Sell
180
-2
-1% -$180 0.01% 527
2018
Q3 		$16K Hold
182
– – 0.01% 554
2018
Q2 		$15K Buy
182
+49
+37% +$4.06K 0.01% 559
2018
Q1 		$11K Hold
133
– – 0.01% 609
2017
Q4 		$11K Sell
133
-31
-19% -$2.52K ﹤0.01% 619
2017
Q3 		$13K Buy
164
+20
+14% +$1.52K 0.01% 554
2017
Q2 		$11K Hold
144
– – 0.01% 580
2017
Q1 		$11K Sell
144
-305
-68% -$21.8K 0.01% 572
2016
Q4 		$32K Buy
449
+300
+201% +$20.1K 0.02% 400
2016
Q3 		$10K Sell
149
-300
-67% -$19.6K 0.01% 586
2016
Q2 		$30K Buy
449
+300
+201% +$18.1K 0.02% 364
2016
Q1 		$9K Sell
149
-16
-10% -$883 0.01% 615
2015
Q4 		$9K Sell
165
-619
-79% -$32.9K 0.01% 618
2015
Q3 		$39K Buy
784
+619
+375% +$30.8K 0.02% 316
2015
Q2 		$8K Sell
165
-61
-27% -$3.07K ﹤0.01% 567
2015
Q1 		$12K Hold
226
– – 0.01% 429
2014
Q4 		$12K Hold
226
– – 0.01% 428
2014
Q3 		$11K Buy
226
+61
+37% +$2.79K 0.01% 432
2014
Q2 		$7K Hold
165
– – ﹤0.01% 535
2014
Q1 		$7K Hold
165
– – ﹤0.01% 498
2013
Q4 		$7K Hold
165
– – ﹤0.01% 498
2013
Q3 		$7K Hold
165
– – 0.01% 440
2013
Q2 		$7K Buy
+165
New +$6.66K 0.01% 419

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

TCI Wealth Advisors increased its Waste Management (WM) stake by 2.6% in Q2 2026, buying an estimated $6K and bringing the position to 1,080 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #236.

TCI Wealth Advisors first reported a position in WM in Q2 2013 and has held it in 49 quarters since. The position peaked at $258K in Q2 2021. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • TCI Wealth Advisors held 1,080 shares of Waste Management worth $241K as of Q2 2026.
  • TCI Wealth Advisors bought 27 Waste Management shares in Q2 2026, an estimated $6K.
  • Waste Management made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #236 holding.
  • TCI Wealth Advisors first reported a position in Waste Management in Q2 2013 and has held it in 49 quarters since.
  • TCI Wealth Advisors's Waste Management position peaked at $258K in Q2 2021.
  • 1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.