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Vertex Planning Partners’s Waste Management WM Stock Holding History

Vertex Planning Partners’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
-893
Closed -$205K – 162
2026
Q1 		$205K Buy
+893
New +$205K 0.04% 133
2025
Q4 		– Sell
-1,079
Closed -$238K – 206
2025
Q3 		$238K Buy
1,079
+2
+0.2% +$450 0.05% 184
2025
Q2 		$246K Buy
1,077
+8
+0.7% +$1.86K 0.05% 165
2025
Q1 		$248K Buy
1,069
+16
+2% +$3.54K 0.05% 158
2024
Q4 		$213K Buy
+1,053
New +$226K 0.05% 178

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

Vertex Planning Partners's WM Position: Q2 2026 in Review

Vertex Planning Partners sold out of Waste Management (WM) in Q2 2026, closing a stake of 893 shares — an estimated $205K sold.

Vertex Planning Partners first reported a position in WM in Q4 2024 and held it in 5 quarters. The position peaked at $248K in Q1 2025. 2,374 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Vertex Planning Partners reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Vertex Planning Partners sold 893 Waste Management shares in Q2 2026, an estimated $205K.
  • Vertex Planning Partners first reported a position in Waste Management in Q4 2024 and held it in 5 quarters.
  • Vertex Planning Partners's Waste Management position peaked at $248K in Q1 2025.
  • 2,374 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.