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Visionary Wealth Advisors’s Waste Management WM Stock Holding History

Visionary 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 		$287K Buy
1,287
+3
+0.2% +$667 0.01% 556
2026
Q1 		$295K Sell
1,284
-30
-2% -$6.89K 0.01% 527
2025
Q4 		$289K Sell
1,314
-8
-0.6% -$1.71K 0.01% 505
2025
Q3 		$292K Buy
1,322
+2
+0.2% +$450 0.01% 499
2025
Q2 		$302K Sell
1,320
-16
-1% -$3.71K 0.02% 458
2025
Q1 		$309K Buy
1,336
+46
+4% +$10.2K 0.02% 432
2024
Q4 		$260K Buy
1,290
+23
+2% +$4.94K 0.02% 472
2024
Q3 		$263K Sell
1,267
-22
-2% -$4.59K 0.02% 466
2024
Q2 		$275K Buy
1,289
+21
+2% +$4.37K 0.02% 426
2024
Q1 		$270K Sell
1,268
-6
-0.5% -$1.18K 0.02% 414
2023
Q4 		$228K Sell
1,274
-40
-3% -$6.71K 0.02% 439
2023
Q3 		$200K Buy
1,314
+2
+0.2% +$324 0.02% 427
2023
Q2 		$228K Buy
1,312
+3
+0.2% +$496 0.02% 413
2023
Q1 		$214K Sell
1,309
-569
-30% -$87.1K 0.02% 414
2022
Q4 		$295K Buy
1,878
+43
+2% +$6.92K 0.03% 325
2022
Q3 		$294K Buy
1,835
+47
+3% +$7.76K 0.03% 302
2022
Q2 		$274K Buy
1,788
+4
+0.2% +$627 0.02% 339
2022
Q1 		$283K Buy
1,784
+506
+40% +$76.7K 0.02% 338
2021
Q4 		$213K Buy
+1,278
New +$205K 0.02% 354

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

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

Visionary Wealth Advisors increased its Waste Management (WM) stake by 0.23% in Q2 2026, buying an estimated $667 and bringing the position to 1,287 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #556.

Visionary Wealth Advisors first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $309K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Visionary Wealth Advisors held 1,287 shares of Waste Management worth $287K as of Q2 2026.
  • Visionary Wealth Advisors bought 3 Waste Management shares in Q2 2026, an estimated $667.
  • Waste Management made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #556 holding.
  • Visionary Wealth Advisors first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Visionary Wealth Advisors's Waste Management position peaked at $309K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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