Wealth Enhancement Advisory Services
WM icon

Wealth Enhancement Advisory Services’s Waste Management WM Stock Holding History

Wealth Enhancement Advisory Services’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 		$118M Buy
565,065
+77,843
+16% +$17.3M 0.2% 94
2026
Q1 		$101M Sell
487,222
-306,124
-39% -$70.3M 0.21% 93
2025
Q4 		$174M Buy
793,346
+104,843
+15% +$22.3M 0.24% 81
2025
Q3 		$150M Buy
688,503
+183,548
+36% +$41.3M 0.23% 85
2025
Q2 		$115M Sell
504,955
-87,274
-15% -$20.2M 0.19% 105
2025
Q1 		$137M Buy
592,229
+17,923
+3% +$3.97M 0.26% 73
2024
Q4 		$116M Buy
574,306
+52,290
+10% +$11.2M 0.22% 90
2024
Q3 		$108M Buy
522,016
+37,770
+8% +$7.88M 0.23% 84
2024
Q2 		$103M Sell
484,246
-5,998
-1% -$1.25M 0.25% 82
2024
Q1 		$104M Sell
490,244
-6,807
-1% -$1.34M 0.27% 79
2023
Q4 		$89M Sell
497,051
-14,778
-3% -$2.48M 0.26% 85
2023
Q3 		$78M Buy
511,829
+507,841
+12,734% +$82.2M 0.26% 84
2023
Q2 		$692K Sell
3,988
-25,974
-87% -$4.29M 0.01% 314
2023
Q1 		$4.89M Buy
+29,962
New +$4.59M 0.06% 137
2020
Q2 		– Sell
-17,066
Closed -$1.74M – 259
2020
Q1 		$1.74M Sell
17,066
-8,559
-33% -$982K 0.06% 118
2019
Q4 		$2.92M Buy
25,625
+1,498
+6% +$169K 0.1% 88
2019
Q3 		$2.81M Sell
24,127
-3,256
-12% -$380K 0.11% 81
2019
Q2 		$3.23M Buy
27,383
+1,028
+4% +$112K 0.14% 60
2019
Q1 		$2.8M Buy
26,355
+113
+0.4% +$11K 0.16% 56
2018
Q4 		$2.48M Buy
+26,242
New +$2.36M 0.16% 51
2018
Q3 		– Sell
-14,871
Closed -$1.23M – 201
2018
Q2 		$1.23M Buy
+14,871
New +$1.23M 0.08% 97
2016
Q4 		– Sell
-10,056
Closed -$628K – 189
2016
Q3 		$628K Buy
+10,056
New +$657K 0.09% 128

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 Enhancement Advisory Services's WM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Waste Management (WM) stake by 16% in Q2 2026, buying an estimated $17.3M and bringing the position to 565,065 shares worth $118M. The position accounts for 0.2% of the portfolio, ranked #94.

Wealth Enhancement Advisory Services first reported a position in WM in Q3 2016 and has held it in 22 quarters since. The position peaked at $174M in Q4 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 565,065 shares of Waste Management worth $118M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 77,843 Waste Management shares in Q2 2026, an estimated $17.3M.
  • Waste Management made up 0.2% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #94 holding.
  • Wealth Enhancement Advisory Services first reported a position in Waste Management in Q3 2016 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's Waste Management position peaked at $174M in Q4 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.