WMA
WM icon

Wealth Management Associates’s Waste Management WM Stock Holding History

Wealth Management Associates’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 		$242K Hold
1,088
– – 0.07% 219
2026
Q1 		$250K Sell
1,088
-220
-17% -$50.5K 0.09% 203
2025
Q4 		$287K Sell
1,308
-55
-4% -$11.7K 0.1% 185
2025
Q3 		$301K Hold
1,363
– – 0.11% 169
2025
Q2 		$312K Hold
1,363
– – 0.12% 153
2025
Q1 		$316K Buy
1,363
+72
+6% +$15.9K 0.14% 148
2024
Q4 		$261K Buy
1,291
+54
+4% +$11.6K 0.11% 172
2024
Q3 		$257K Hold
1,237
– – 0.11% 172
2024
Q2 		$264K Hold
1,237
– – 0.12% 159
2024
Q1 		$264K Sell
1,237
-62
-5% -$12.2K 0.12% 159
2023
Q4 		$233K Sell
1,299
-99
-7% -$16.6K 0.12% 170
2023
Q3 		$213K Buy
1,398
+34
+2% +$5.5K 0.12% 171
2023
Q2 		$237K Sell
1,364
-201
-13% -$33.2K 0.13% 161
2023
Q1 		$255K Hold
1,565
– – 0.16% 151
2022
Q4 		$246K Buy
1,565
+165
+12% +$26.6K 0.16% 151
2022
Q3 		$224K Buy
1,400
+88
+7% +$14.5K 0.16% 152
2022
Q2 		$201K Sell
1,312
-150
-10% -$23.5K 0.14% 167
2022
Q1 		$232K Hold
1,462
– – 0.13% 175
2021
Q4 		$244K Hold
1,462
– – 0.13% 170
2021
Q3 		$218K Sell
1,462
-150
-9% -$22.4K 0.13% 177
2021
Q2 		$226K Sell
1,612
-62
-4% -$8.57K 0.13% 181
2021
Q1 		$216K Buy
+1,674
New +$196K 0.14% 170

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Management Associates's WM Position: Q2 2026 in Review

Wealth Management Associates held its Waste Management (WM) position steady in Q2 2026 at 1,088 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #219.

Wealth Management Associates first reported a position in WM in Q1 2021 and has held it in 22 quarters since. The position peaked at $316K in Q1 2025. 478 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Wealth Management Associates held 1,088 shares of Waste Management worth $242K as of Q2 2026.
  • Wealth Management Associates left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.07% of Wealth Management Associates's portfolio in Q2 2026, its #219 holding.
  • Wealth Management Associates first reported a position in Waste Management in Q1 2021 and has held it in 22 quarters since.
  • Wealth Management Associates's Waste Management position peaked at $316K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.