STACKSTONE WEALTH, LLC’s Waste Management WM Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$863K	Buy	+4,230	New	+$948K	0.09%	192

Other funds holding WM

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

STACKSTONE WEALTH, LLC's WM Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Waste Management (WM) in Q3 2026: 4,230 shares worth $863K. The stake represents 0.09% of the portfolio and ranks #192 among its holdings.

462 funds tracked by Wall St. Rank hold WM as of Q3 2026.

STACKSTONE WEALTH, LLC held 4,230 shares of Waste Management worth $863K as of Q3 2026.
Waste Management was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Waste Management made up 0.09% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #192 holding.
462 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.