Tower View Wealth Management’s Waste Management WM Stock Holding History

Tower View 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	$72.3K	Buy	324 +1	+0.3%	+$222	0.03%	94
2026 Q1	$74.2K	Buy	323 +1	+0.3%	+$230	0.04%	83
2025 Q4	$70.7K	Buy	322 +206	+178%	+$43.9K	0.03%	81
2025 Q3	$25.7K	Sell	116 -204	-64%	-$45.9K	0.01%	102
2025 Q2	$73.2K	Buy	320 +1	+0.3%	+$232	0.04%	89
2025 Q1	$73.8K	Sell	319 -24	-7%	-$5.32K	0.04%	69
2024 Q4	$69.2K	Buy	343 +2	+0.6%	+$430	0.04%	74
2024 Q3	$70.9K	Hold	341	–	–	0.04%	73
2024 Q2	$72.9K	Hold	341	–	–	0.04%	72
2024 Q1	$72.8K	Sell	341 -10	-3%	-$1.97K	0.04%	76
2023 Q4	$63K	Hold	351	–	–	0.04%	74
2023 Q3	$54K	Buy	351 +125	+55%	+$20.2K	0.04%	76
2023 Q2	$39K	Buy	+226	New	+$37.4K	0.03%	82

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Tower View Wealth Management's WM Position: Q2 2026 in Review

Tower View Wealth Management increased its Waste Management (WM) stake by 0.31% in Q2 2026, buying an estimated $222 and bringing the position to 324 shares worth $72.3K. The position accounts for 0.03% of the portfolio, ranked #94.

Tower View Wealth Management first reported a position in WM in Q2 2023 and has held it in 13 quarters since. The position peaked at $74.2K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Tower View Wealth Management held 324 shares of Waste Management worth $72.3K as of Q2 2026.
Tower View Wealth Management bought 1 Waste Management share in Q2 2026, an estimated $222.
Waste Management made up 0.03% of Tower View Wealth Management's portfolio in Q2 2026, its #94 holding.
Tower View Wealth Management first reported a position in Waste Management in Q2 2023 and has held it in 13 quarters since.
Tower View Wealth Management's Waste Management position peaked at $74.2K in Q1 2026.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.