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Zhang Financial’s Waste Management WM Stock Holding History

Zhang Financial’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 		$360K Buy
1,614
+174
+12% +$38.7K 0.01% 306
2026
Q1 		$331K Sell
1,440
-41
-3% -$9.42K 0.01% 294
2025
Q4 		$325K Sell
1,481
-22
-1% -$4.69K 0.01% 261
2025
Q3 		$332K Sell
1,503
-107
-7% -$24.1K 0.01% 253
2025
Q2 		$368K Buy
1,610
+208
+15% +$48.3K 0.02% 224
2025
Q1 		$325K Sell
1,402
-303
-18% -$67.1K 0.02% 238
2024
Q4 		$344K Buy
+1,705
New +$366K 0.02% 227

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

Zhang Financial's WM Position: Q2 2026 in Review

Zhang Financial increased its Waste Management (WM) stake by 12% in Q2 2026, buying an estimated $38.7K and bringing the position to 1,614 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #306.

Zhang Financial first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $368K in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Zhang Financial held 1,614 shares of Waste Management worth $360K as of Q2 2026.
  • Zhang Financial bought 174 Waste Management shares in Q2 2026, an estimated $38.7K.
  • Waste Management made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #306 holding.
  • Zhang Financial first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Zhang Financial's Waste Management position peaked at $368K in Q2 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.