Warren Street Wealth Advisors’s Waste Management WM Stock Holding History

Warren Street 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	$228K	Sell	1,023 -35	-3%	-$7.78K	0.05%	127
2026 Q1	$243K	Buy	1,058 +47	+5%	+$10.8K	0.06%	108
2025 Q4	$222K	Sell	1,011 -52	-5%	-$11.1K	0.06%	107
2025 Q3	$235K	Buy	1,063 +18	+2%	+$4.05K	0.07%	126
2025 Q2	$239K	Buy	1,045 +85	+9%	+$19.7K	0.08%	110
2025 Q1	$222K	Buy	+960	New	+$213K	0.09%	100

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Warren Street Wealth Advisors's WM Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its Waste Management (WM) stake by 3.3% in Q2 2026, selling an estimated $7.78K and leaving 1,023 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #127.

Warren Street Wealth Advisors first reported a position in WM in Q1 2025 and has held it in 6 quarters since. The position peaked at $243K in Q1 2026. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Warren Street Wealth Advisors held 1,023 shares of Waste Management worth $228K as of Q2 2026.
Warren Street Wealth Advisors sold 35 Waste Management shares in Q2 2026, an estimated $7.78K.
Waste Management made up 0.05% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #127 holding.
Warren Street Wealth Advisors first reported a position in Waste Management in Q1 2025 and has held it in 6 quarters since.
Warren Street Wealth Advisors's Waste Management position peaked at $243K in Q1 2026.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.