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Wilkerson Advisory Group’s Waste Management WM Stock Holding History

Wilkerson Advisory 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 		$113K Sell
506
-796
-61% -$177K 0.03% 152
2026
Q1 		$299K Sell
1,302
-1,344
-51% -$309K 0.1% 76
2025
Q4 		$581K Buy
+2,646
New +$564K 0.2% 53

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

Wilkerson Advisory Group's WM Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Waste Management (WM) stake by 61% in Q2 2026, selling an estimated $177K and leaving 506 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #152.

Wilkerson Advisory Group first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $581K in Q4 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Wilkerson Advisory Group held 506 shares of Waste Management worth $113K as of Q2 2026.
  • Wilkerson Advisory Group sold 796 Waste Management shares in Q2 2026, an estimated $177K.
  • Waste Management made up 0.03% of Wilkerson Advisory Group's portfolio in Q2 2026, its #152 holding.
  • Wilkerson Advisory Group first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Waste Management position peaked at $581K in Q4 2025.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.