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WealthPlan Investment Management’s Waste Management WM Stock Holding History

WealthPlan Investment Management’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 		$369K Buy
1,654
+121
+8% +$26.9K 0.02% 373
2026
Q1 		$352K Buy
1,533
+267
+21% +$61.3K 0.02% 360
2025
Q4 		$278K Buy
1,266
+94
+8% +$20K 0.02% 318
2025
Q3 		$259K Sell
1,172
-1
-0.1% -$225 0.02% 291
2025
Q2 		$268K Buy
1,173
+73
+7% +$16.9K 0.02% 301
2025
Q1 		$255K Hold
1,100
– – 0.03% 239
2024
Q4 		$222K Buy
1,100
+100
+10% +$21.5K 0.02% 245
2024
Q3 		$208K Hold
1,000
– – 0.02% 238
2024
Q2 		$213K Hold
1,000
– – 0.03% 177
2024
Q1 		$213K Buy
+1,000
New +$197K 0.03% 175
2023
Q3 		– Sell
-800
Closed -$139K – 361
2023
Q2 		$139K Hold
800
– – 0.04% 142
2023
Q1 		$131K Sell
800
-1,257
-61% -$193K 0.02% 181
2022
Q4 		$314K Buy
2,057
+418
+26% +$67.3K 0.02% 306
2022
Q3 		$271K Buy
+1,639
New +$271K 0.02% 309
2022
Q1 		$270K Buy
+1,643
New +$249K 0.02% 333

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

WealthPlan Investment Management's WM Position: Q2 2026 in Review

WealthPlan Investment Management increased its Waste Management (WM) stake by 7.9% in Q2 2026, buying an estimated $26.9K and bringing the position to 1,654 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #373.

WealthPlan Investment Management first reported a position in WM in Q1 2022 and has held it in 15 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • WealthPlan Investment Management held 1,654 shares of Waste Management worth $369K as of Q2 2026.
  • WealthPlan Investment Management bought 121 Waste Management shares in Q2 2026, an estimated $26.9K.
  • Waste Management made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #373 holding.
  • WealthPlan Investment Management first reported a position in Waste Management in Q1 2022 and has held it in 15 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.