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Wingate Wealth Advisors’s Waste Management WM Stock Holding History

Wingate Wealth Advisors’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 		$234K Sell
1,049
-242
-19% -$53.8K 0.1% 114
2026
Q1 		$297K Sell
1,291
-10
-0.8% -$2.3K 0.16% 99
2025
Q4 		$286K Buy
1,301
+97
+8% +$20.7K 0.16% 102
2025
Q3 		$266K Buy
+1,204
New +$271K 0.18% 101
2025
Q1 		– Sell
-480
Closed -$96.8K – 461
2024
Q4 		$96.8K Buy
+480
New +$103K 0.1% 143

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

Wingate Wealth Advisors's WM Position: Q2 2026 in Review

Wingate Wealth Advisors reduced its Waste Management (WM) stake by 19% in Q2 2026, selling an estimated $53.8K and leaving 1,049 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #114.

Wingate Wealth Advisors first reported a position in WM in Q4 2024 and has held it in 5 quarters since. The position peaked at $297K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Wingate Wealth Advisors held 1,049 shares of Waste Management worth $234K as of Q2 2026.
  • Wingate Wealth Advisors sold 242 Waste Management shares in Q2 2026, an estimated $53.8K.
  • Waste Management made up 0.1% of Wingate Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Wingate Wealth Advisors first reported a position in Waste Management in Q4 2024 and has held it in 5 quarters since.
  • Wingate Wealth Advisors's Waste Management position peaked at $297K in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.