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Tempus Wealth Planning’s Waste Management WM Stock Holding History

Tempus Wealth Planning’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 		$1.71M Buy
7,691
+115
+2% +$25.6K 0.34% 83
2026
Q1 		$1.74M Buy
7,576
+182
+2% +$41.8K 0.4% 70
2025
Q4 		$1.62M Buy
7,394
+215
+3% +$45.8K 0.37% 70
2025
Q3 		$1.59M Sell
7,179
-96
-1% -$21.6K 0.36% 73
2025
Q2 		$1.66M Buy
7,275
+411
+6% +$95.3K 0.41% 65
2025
Q1 		$1.59M Buy
6,864
+171
+3% +$37.9K 0.47% 59
2024
Q4 		$1.35M Buy
6,693
+785
+13% +$169K 0.41% 71
2024
Q3 		$1.23M Buy
5,908
+944
+19% +$197K 0.45% 60
2024
Q2 		$1.06M Hold
4,964
– – 0.44% 62
2024
Q1 		$1.06M Buy
4,964
+2
+0% +$393 0.47% 60
2023
Q4 		$889K Sell
4,962
-5
-0.1% -$838 0.39% 72
2023
Q3 		$757K Sell
4,967
-1,800
-27% -$291K 0.38% 65
2023
Q2 		$1.17M Sell
6,767
-21
-0.3% -$3.47K 0.53% 55
2023
Q1 		$1.11M Sell
6,788
-511
-7% -$78.3K 0.54% 48
2022
Q4 		$1.15M Sell
7,299
-228
-3% -$36.7K 0.7% 40
2022
Q3 		$1.21M Buy
7,527
+657
+10% +$108K 0.8% 32
2022
Q2 		$1.05M Hold
6,870
– – 0.86% 28
2022
Q1 		$1.09M Hold
6,870
– – 0.77% 35
2021
Q4 		$1.15M Hold
6,870
– – 0.62% 45
2021
Q3 		$1.03M Hold
6,870
– – 0.58% 48
2021
Q2 		$963K Buy
6,870
+735
+12% +$102K 0.64% 44
2021
Q1 		$792K Buy
6,135
+875
+17% +$102K 0.84% 32
2020
Q4 		$620K Hold
5,260
– – 0.8% 26
2020
Q3 		$595K Hold
5,260
– – 0.86% 23
2020
Q2 		$557K Hold
5,260
– – 0.83% 25
2020
Q1 		$487K Hold
5,260
– – 0.8% 25
2019
Q4 		$599K Buy
+5,260
New +$594K 0.53% 31

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

Tempus Wealth Planning's WM Position: Q2 2026 in Review

Tempus Wealth Planning increased its Waste Management (WM) stake by 1.5% in Q2 2026, buying an estimated $25.6K and bringing the position to 7,691 shares worth $1.71M. The position accounts for 0.34% of the portfolio, ranked #83.

Tempus Wealth Planning first reported a position in WM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.74M in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Tempus Wealth Planning held 7,691 shares of Waste Management worth $1.71M as of Q2 2026.
  • Tempus Wealth Planning bought 115 Waste Management shares in Q2 2026, an estimated $25.6K.
  • Waste Management made up 0.34% of Tempus Wealth Planning's portfolio in Q2 2026, its #83 holding.
  • Tempus Wealth Planning first reported a position in Waste Management in Q4 2019 and has held it in 27 quarters since.
  • Tempus Wealth Planning's Waste Management position peaked at $1.74M in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.