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VSM Wealth Advisory’s Waste Management WM Stock Holding History

VSM Wealth Advisory’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 		$416K Sell
1,866
-249
-12% -$55.4K 0.11% 75
2026
Q1 		$486K Sell
2,115
-34
-2% -$7.81K 0.15% 60
2025
Q4 		$472K Hold
2,149
– – 0.14% 63
2025
Q3 		$475K Sell
2,149
-18
-0.8% -$4.05K 0.15% 56
2025
Q2 		$496K Sell
2,167
-8
-0.4% -$1.86K 0.16% 57
2025
Q1 		$503K Sell
2,175
-40
-2% -$8.86K 0.18% 51
2024
Q4 		$447K Buy
+2,215
New +$476K 0.16% 55

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

VSM Wealth Advisory's WM Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Waste Management (WM) stake by 12% in Q2 2026, selling an estimated $55.4K and leaving 1,866 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #75.

VSM Wealth Advisory first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $503K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • VSM Wealth Advisory held 1,866 shares of Waste Management worth $416K as of Q2 2026.
  • VSM Wealth Advisory sold 249 Waste Management shares in Q2 2026, an estimated $55.4K.
  • Waste Management made up 0.11% of VSM Wealth Advisory's portfolio in Q2 2026, its #75 holding.
  • VSM Wealth Advisory first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Waste Management position peaked at $503K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.