WT Wealth Management’s Waste Management WM Stock Holding History

WT Wealth 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	$2.14M	Buy	9,613 +2,665	+38%	+$593K	0.59%	53
2026 Q1	$1.6M	Buy	+6,948	New	+$1.6M	0.47%	64
2025 Q4	–	Sell	-11,224	Closed	-$2.48M	–	148
2025 Q3	$2.48M	Buy	11,224 +1,089	+11%	+$245K	0.71%	45
2025 Q2	$2.32M	Buy	10,135 +1,171	+13%	+$272K	0.69%	45
2025 Q1	$2.08M	Sell	8,964 -2,450	-21%	-$543K	0.67%	42
2024 Q4	$2.3M	Buy	11,414 +579	+5%	+$124K	0.72%	42
2024 Q3	$2.31M	Buy	10,835 +495	+5%	+$103K	0.74%	44
2024 Q2	$2.21M	Sell	10,340 -279	-3%	-$58K	0.75%	41
2024 Q1	$2.26M	Sell	10,619 -228	-2%	-$44.8K	0.81%	39
2023 Q4	$1.94M	Buy	10,847 +2,808	+35%	+$471K	0.77%	42
2023 Q3	$1.23M	Buy	8,039 +355	+5%	+$57.4K	0.53%	54
2023 Q2	$1.33M	Sell	7,684 -769	-9%	-$127K	0.55%	51
2023 Q1	$1.38M	Sell	8,453 -398	-4%	-$61K	0.6%	46
2022 Q4	$1.39M	Sell	8,851 -141	-2%	-$22.7K	0.67%	43
2022 Q3	$1.44M	Sell	8,992 -305	-3%	-$50.3K	0.73%	37
2022 Q2	$1.42M	Sell	9,297 -1,375	-13%	-$215K	0.7%	41
2022 Q1	$1.69M	Buy	10,672 +254	+2%	+$38.5K	0.65%	51
2021 Q4	$1.74M	Buy	10,418 +186	+2%	+$29.9K	0.64%	52
2021 Q3	$1.53M	Buy	10,232 +2,173	+27%	+$325K	0.59%	55
2021 Q2	$1.13M	Buy	+8,059	New	+$1.11M	0.46%	71

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

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

WT Wealth Management increased its Waste Management (WM) stake by 38% in Q2 2026, buying an estimated $593K and bringing the position to 9,613 shares worth $2.14M. The position accounts for 0.59% of the portfolio, ranked #53.

WT Wealth Management first reported a position in WM in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.48M in Q3 2025. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

WT Wealth Management held 9,613 shares of Waste Management worth $2.14M as of Q2 2026.
WT Wealth Management bought 2,665 Waste Management shares in Q2 2026, an estimated $593K.
Waste Management made up 0.59% of WT Wealth Management's portfolio in Q2 2026, its #53 holding.
WT Wealth Management first reported a position in Waste Management in Q2 2021 and has held it in 20 quarters since.
WT Wealth Management's Waste Management position peaked at $2.48M in Q3 2025.
2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.