Planning Strategies Inc.’s Waste Management WM Stock Holding History

Planning Strategies Inc.’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	$88K	Buy	+395	New	+$87.9K	0.05%	113

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s WM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Waste Management (WM) in Q2 2026: 395 shares worth $88K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings.

888 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Planning Strategies Inc. held 395 shares of Waste Management worth $88K as of Q2 2026.
Waste Management was a new Planning Strategies Inc. position in Q2 2026.
Waste Management made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #113 holding.
888 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.