TWM
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Topsail Wealth Management’s Waste Management WM Stock Holding History

Topsail Wealth Management’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 		– Sell
-904
Closed -$208K – 307
2026
Q1 		$208K Buy
+904
New +$208K 0.03% 167
2025
Q2 		– Sell
-878
Closed -$203K – 244
2025
Q1 		$203K Buy
+878
New +$194K 0.04% 132

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

Topsail Wealth Management's WM Position: Q2 2026 in Review

Topsail Wealth Management sold out of Waste Management (WM) in Q2 2026, closing a stake of 904 shares — an estimated $208K sold.

Topsail Wealth Management first reported a position in WM in Q1 2025 and held it in 2 quarters. The position peaked at $208K in Q1 2026. 2,374 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Topsail Wealth Management reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Topsail Wealth Management sold 904 Waste Management shares in Q2 2026, an estimated $208K.
  • Topsail Wealth Management first reported a position in Waste Management in Q1 2025 and held it in 2 quarters.
  • Topsail Wealth Management's Waste Management position peaked at $208K in Q1 2026.
  • 2,374 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.