ViaWealth’s Waste Management WM Stock Holding History

ViaWealth’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	$382K	Sell	1,714 -34	-2%	-$7.56K	0.19%	128
2026 Q1	$402K	Buy	1,748 +13	+0.7%	+$2.99K	0.22%	117
2025 Q4	$381K	Sell	1,735 -185	-10%	-$39.4K	0.21%	111
2025 Q3	$424K	Sell	1,920 -241	-11%	-$54.3K	0.23%	111
2025 Q2	$494K	Sell	2,161 -104	-5%	-$24.1K	0.29%	98
2025 Q1	$524K	Hold	2,265	–	–	0.32%	94
2024 Q4	$457K	Sell	2,265 -175	-7%	-$37.6K	0.28%	106
2024 Q3	$507K	Hold	2,440	–	–	0.3%	105
2024 Q2	$521K	Hold	2,440	–	–	0.32%	96
2024 Q1	$520K	Hold	2,440	–	–	0.33%	96
2023 Q4	$437K	Hold	2,440	–	–	0.3%	106
2023 Q3	$372K	Hold	2,440	–	–	0.27%	118
2023 Q2	$423K	Hold	2,440	–	–	0.32%	105
2023 Q1	$398K	Hold	2,440	–	–	0.32%	108
2022 Q4	$386K	Buy	+2,440	New	+$393K	0.32%	114

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

ViaWealth's WM Position: Q2 2026 in Review

ViaWealth reduced its Waste Management (WM) stake by 1.9% in Q2 2026, selling an estimated $7.56K and leaving 1,714 shares worth $382K. The position accounts for 0.19% of the portfolio, ranked #128.

ViaWealth first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $524K in Q1 2025. 2,370 funds tracked by Wall St. Rank hold WM as of Q2 2026.

ViaWealth held 1,714 shares of Waste Management worth $382K as of Q2 2026.
ViaWealth sold 34 Waste Management shares in Q2 2026, an estimated $7.56K.
Waste Management made up 0.19% of ViaWealth's portfolio in Q2 2026, its #128 holding.
ViaWealth first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Waste Management position peaked at $524K in Q1 2025.
2,370 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.