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Wealth Dimensions Group’s Waste Management WM Stock Holding History

Wealth Dimensions 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 		$523K Buy
2,345
+11
+0.5% +$2.45K 0.09% 102
2026
Q1 		$536K Sell
2,334
-23
-1% -$5.29K 0.11% 99
2025
Q4 		$518K Buy
2,357
+16
+0.7% +$3.41K 0.1% 100
2025
Q3 		$517K Sell
2,341
-133
-5% -$30K 0.11% 102
2025
Q2 		$566K Buy
2,474
+27
+1% +$6.26K 0.12% 97
2025
Q1 		$567K Buy
2,447
+108
+5% +$23.9K 0.14% 92
2024
Q4 		$472K Sell
2,339
-35
-1% -$7.52K 0.12% 95
2024
Q3 		$493K Hold
2,374
– – 0.12% 86
2024
Q2 		$506K Sell
2,374
-24
-1% -$4.99K 0.14% 81
2024
Q1 		$511K Hold
2,398
– – 0.15% 80
2023
Q4 		$429K Sell
2,398
-130
-5% -$21.8K 0.14% 88
2023
Q3 		$385K Sell
2,528
-75
-3% -$12.1K 0.14% 91
2023
Q2 		$451K Buy
2,603
+255
+11% +$42.2K 0.16% 82
2023
Q1 		$383K Sell
2,348
-56
-2% -$8.58K 0.15% 92
2022
Q4 		$377K Hold
2,404
– – 0.15% 94
2022
Q3 		$385K Buy
2,404
+8
+0.3% +$1.32K 0.19% 79
2022
Q2 		$367K Buy
2,396
+5
+0.2% +$783 0.17% 89
2022
Q1 		$379K Buy
2,391
+680
+40% +$103K 0.18% 94
2021
Q4 		$286K Buy
1,711
+104
+6% +$16.7K 0.14% 106
2021
Q3 		$240K Buy
+1,607
New +$240K 0.15% 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

Wealth Dimensions Group's WM Position: Q2 2026 in Review

Wealth Dimensions Group increased its Waste Management (WM) stake by 0.47% in Q2 2026, buying an estimated $2.45K and bringing the position to 2,345 shares worth $523K. The position accounts for 0.09% of the portfolio, ranked #102.

Wealth Dimensions Group first reported a position in WM in Q3 2021 and has held it in 20 quarters since. The position peaked at $567K in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Wealth Dimensions Group held 2,345 shares of Waste Management worth $523K as of Q2 2026.
  • Wealth Dimensions Group bought 11 Waste Management shares in Q2 2026, an estimated $2.45K.
  • Waste Management made up 0.09% of Wealth Dimensions Group's portfolio in Q2 2026, its #102 holding.
  • Wealth Dimensions Group first reported a position in Waste Management in Q3 2021 and has held it in 20 quarters since.
  • Wealth Dimensions Group's Waste Management position peaked at $567K in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.