Twin Peaks Wealth Advisors’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$209K Sell
936
-10
-1% -$2.22K 0.05% 219
2026
Q1
$217K Buy
+946
New +$217K 0.05% 171
2025
Q3
Sell
-769
Closed -$179K 2145
2025
Q2
$179K Buy
+769
New +$178K 0.06% 164

Other funds holding WM

Twin Peaks Wealth Advisors's WM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its Waste Management (WM) stake by 1.1% in Q2 2026, selling an estimated $2.22K and leaving 936 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #219.

Twin Peaks Wealth Advisors first reported a position in WM in Q2 2025 and has held it in 3 quarters since. The position peaked at $217K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Twin Peaks Wealth Advisors held 936 shares of Waste Management worth $209K as of Q2 2026.
  • Twin Peaks Wealth Advisors sold 10 Waste Management shares in Q2 2026, an estimated $2.22K.
  • Waste Management made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #219 holding.
  • Twin Peaks Wealth Advisors first reported a position in Waste Management in Q2 2025 and has held it in 3 quarters since.
  • Twin Peaks Wealth Advisors's Waste Management position peaked at $217K in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.