Wealth Management Partners’s Waste Management WM Stock Holding History

Wealth Management Partners’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	$464K	Hold	2,081	–	–	0.11%	121
2026 Q1	$478K	Hold	2,081	–	–	0.14%	107
2025 Q4	$457K	Hold	2,081	–	–	0.13%	104
2025 Q3	$460K	Hold	2,081	–	–	0.15%	99
2025 Q2	$472K	Buy	2,081 +26	+1%	+$6.03K	0.17%	92
2025 Q1	$476K	Hold	2,055	–	–	0.22%	81
2024 Q4	$415K	Hold	2,055	–	–	0.18%	84
2024 Q3	$427K	Hold	2,055	–	–	0.2%	79
2024 Q2	$438K	Hold	2,055	–	–	0.21%	70
2024 Q1	$438K	Hold	2,055	–	–	0.22%	78
2023 Q4	$368K	Hold	2,055	–	–	0.21%	78
2023 Q3	$313K	Hold	2,055	–	–	0.2%	81
2023 Q2	$356K	Hold	2,055	–	–	0.22%	80
2023 Q1	$335K	Buy	2,055 +55	+3%	+$8.42K	0.23%	80
2022 Q4	$322K	Hold	2,000	–	–	0.27%	73
2022 Q3	$319K	Hold	2,000	–	–	0.28%	68
2022 Q2	$376K	Hold	2,000	–	–	0.33%	62
2022 Q1	$389K	Hold	2,000	–	–	0.28%	66
2021 Q4	$410K	Sell	2,000 -455	-19%	-$73.2K	0.28%	72
2021 Q3	$367K	Sell	2,455 -65	-3%	-$9.73K	0.27%	76
2021 Q2	$353K	Sell	2,520 -1,210	-32%	-$167K	0.25%	82
2021 Q1	$494K	Hold	3,730	–	–	0.37%	62
2020 Q4	$425K	Buy	+3,730	New	+$435K	0.33%	68

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Wealth Management Partners held its Waste Management (WM) position steady in Q2 2026 at 2,081 shares worth $464K. The position accounts for 0.11% of the portfolio, ranked #121.

Wealth Management Partners first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $494K in Q1 2021. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Wealth Management Partners held 2,081 shares of Waste Management worth $464K as of Q2 2026.
Wealth Management Partners left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.11% of Wealth Management Partners's portfolio in Q2 2026, its #121 holding.
Wealth Management Partners first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
Wealth Management Partners's Waste Management position peaked at $494K in Q1 2021.
2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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