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True Link Financial Advisors’s Waste Management WM Stock Holding History

True Link Financial 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 		– Sell
-392
Closed -$90.1K – 409
2026
Q1 		$90.1K Buy
+392
New +$90.1K 0.01% 157
2022
Q1 		– Sell
-735
Closed -$123K – 282
2021
Q4 		$123K Sell
735
-111
-13% -$17.8K 0.02% 327
2021
Q3 		$126K Buy
846
+500
+145% +$74.8K 0.02% 313
2021
Q2 		$48K Buy
346
+31
+10% +$4.29K 0.01% 437
2021
Q1 		$41K Hold
315
– – 0.01% 520
2020
Q4 		$37K Buy
+315
New +$36.7K 0.01% 563

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 $3.38T AUM 44.17% 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

True Link Financial Advisors's WM Position: Q2 2026 in Review

True Link Financial Advisors sold out of Waste Management (WM) in Q2 2026, closing a stake of 392 shares — an estimated $90.1K sold.

True Link Financial Advisors first reported a position in WM in Q4 2020 and held it in 6 quarters. The position peaked at $126K in Q3 2021. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • True Link Financial Advisors reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 392 Waste Management shares in Q2 2026, an estimated $90.1K.
  • True Link Financial Advisors first reported a position in Waste Management in Q4 2020 and held it in 6 quarters.
  • True Link Financial Advisors's Waste Management position peaked at $126K in Q3 2021.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.