Wagner Wealth Management (South Carolina)’s Waste Management WM Stock Holding History

Wagner Wealth Management (South Carolina)’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	$230K	Sell	1,030 -2	-0.2%	-$445	0.04%	136
2026 Q1	$237K	Buy	1,032 +3	+0.3%	+$689	0.05%	126
2025 Q4	$226K	Buy	+1,029	New	+$219K	0.05%	127
2022 Q4	–	Sell	-692	Closed	-$111K	–	695
2022 Q3	$111K	Sell	692 -138	-17%	-$22.8K	0.08%	141
2022 Q2	$127K	Buy	+830	New	+$130K	0.1%	131
2022 Q1	–	Sell	-827	Closed	-$138K	–	656
2021 Q4	$138K	Buy	827 +1	+0.1%	+$161	0.11%	154
2021 Q3	$132K	Buy	826 +2	+0.2%	+$299	0.11%	151
2021 Q2	$115K	Buy	824 +1	+0.1%	+$138	0.08%	168
2021 Q1	$106K	Buy	+823	New	+$96.2K	0.08%	164
2018 Q3	$48K	Hold	531	–	–	0.03%	256
2018 Q2	$43K	Buy	531 +139	+35%	+$11.5K	0.03%	246
2018 Q1	$33K	Hold	392	–	–	0.03%	250
2017 Q4	$35K	Buy	+392	New	+$31.9K	0.03%	248

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

Wagner Wealth Management (South Carolina)'s WM Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Waste Management (WM) stake by 0.19% in Q2 2026, selling an estimated $445 and leaving 1,030 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #136.

Wagner Wealth Management (South Carolina) first reported a position in WM in Q4 2017 and has held it in 13 quarters since. The position peaked at $237K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Wagner Wealth Management (South Carolina) held 1,030 shares of Waste Management worth $230K as of Q2 2026.
Wagner Wealth Management (South Carolina) sold 2 Waste Management shares in Q2 2026, an estimated $445.
Waste Management made up 0.04% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #136 holding.
Wagner Wealth Management (South Carolina) first reported a position in Waste Management in Q4 2017 and has held it in 13 quarters since.
Wagner Wealth Management (South Carolina)'s Waste Management position peaked at $237K in Q1 2026.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.