Valued Wealth Advisors’s Waste Management WM Stock Holding History

Valued Wealth 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	$83.1K	Sell	373 -18	-5%	-$4K	0.03%	81
2026 Q1	$89.8K	Buy	391 +35	+10%	+$8.04K	0.04%	66
2025 Q4	$78.1K	Sell	356 -4	-1%	-$853	0.03%	67
2025 Q3	$79.4K	Sell	360 -3	-0.8%	-$676	0.04%	62
2025 Q2	$83.1K	Buy	363 +9	+3%	+$2.09K	0.04%	61
2025 Q1	$82K	Sell	354 -11	-3%	-$2.44K	0.05%	67
2024 Q4	$73.7K	Buy	365 +5	+1%	+$1.07K	0.05%	66
2024 Q3	$74.7K	Buy	360 +6	+2%	+$1.25K	0.05%	57
2024 Q2	$75.6K	Buy	354 +12	+4%	+$2.49K	0.05%	55
2024 Q1	$72.8K	Buy	342 +11	+3%	+$2.16K	0.05%	51
2023 Q4	$50.5K	Buy	+331	New	+$55.5K	0.05%	46

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

Valued Wealth Advisors's WM Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Waste Management (WM) stake by 4.6% in Q2 2026, selling an estimated $4K and leaving 373 shares worth $83.1K. The position accounts for 0.03% of the portfolio, ranked #81.

Valued Wealth Advisors first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $89.8K in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Valued Wealth Advisors held 373 shares of Waste Management worth $83.1K as of Q2 2026.
Valued Wealth Advisors sold 18 Waste Management shares in Q2 2026, an estimated $4K.
Waste Management made up 0.03% of Valued Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Valued Wealth Advisors first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Waste Management position peaked at $89.8K in Q1 2026.
2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.