WAG
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Wiser Advisor Group’s Waste Management WM Stock Holding History

Wiser Advisor 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 		$110K Buy
493
+2
+0.4% +$445 0.12% 63
2026
Q1 		$113K Buy
491
+2
+0.4% +$460 0.14% 64
2025
Q4 		$107K Buy
489
+2
+0.4% +$426 0.12% 69
2025
Q3 		$108K Buy
+487
New +$110K 0.13% 66
2025
Q2 		– Sell
-484
Closed -$112K – 261
2025
Q1 		$112K Buy
484
+2
+0.4% +$443 0.17% 62
2024
Q4 		$97.2K Buy
482
+2
+0.4% +$430 0.14% 67
2024
Q3 		$99.7K Buy
480
+1
+0.2% +$209 0.15% 70
2024
Q2 		$102K Buy
479
+3
+0.6% +$624 0.16% 63
2024
Q1 		$102K Buy
476
+1
+0.2% +$197 0.16% 64
2023
Q4 		$85.1K Buy
+475
New +$79.6K 0.14% 66

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

Wiser Advisor Group's WM Position: Q2 2026 in Review

Wiser Advisor Group increased its Waste Management (WM) stake by 0.41% in Q2 2026, buying an estimated $445 and bringing the position to 493 shares worth $110K. The position accounts for 0.12% of the portfolio, ranked #63.

Wiser Advisor Group first reported a position in WM in Q4 2023 and has held it in 10 quarters since. The position peaked at $113K in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Wiser Advisor Group held 493 shares of Waste Management worth $110K as of Q2 2026.
  • Wiser Advisor Group bought 2 Waste Management shares in Q2 2026, an estimated $445.
  • Waste Management made up 0.12% of Wiser Advisor Group's portfolio in Q2 2026, its #63 holding.
  • Wiser Advisor Group first reported a position in Waste Management in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Waste Management position peaked at $113K in Q1 2026.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.