WAG
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Wallace Advisory Group’s Waste Management WM Stock Holding History

Wallace Advisory Group’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 		$221K Sell
993
-94
-9% -$20.9K 0.21% 121
2026
Q1 		$250K Buy
1,087
+2
+0.2% +$460 0.27% 105
2025
Q4 		$238K Buy
+1,085
New +$231K 0.25% 112

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

Wallace Advisory Group's WM Position: Q2 2026 in Review

Wallace Advisory Group reduced its Waste Management (WM) stake by 8.6% in Q2 2026, selling an estimated $20.9K and leaving 993 shares worth $221K. The position accounts for 0.21% of the portfolio, ranked #121.

Wallace Advisory Group first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Wallace Advisory Group held 993 shares of Waste Management worth $221K as of Q2 2026.
  • Wallace Advisory Group sold 94 Waste Management shares in Q2 2026, an estimated $20.9K.
  • Waste Management made up 0.21% of Wallace Advisory Group's portfolio in Q2 2026, its #121 holding.
  • Wallace Advisory Group first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Wallace Advisory Group's Waste Management position peaked at $250K in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.