Superior Planning, LLC’s Waste Management WM Stock Holding History

Superior Planning, 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	$104K	Buy	+511	New	+$114K	0.04%	235

Other funds holding WM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's WM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Waste Management (WM) in Q3 2026: 511 shares worth $104K. The stake represents 0.04% of the portfolio and ranks #235 among its holdings.

1,770 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Superior Planning, LLC held 511 shares of Waste Management worth $104K as of Q3 2026.
Waste Management was a new Superior Planning, LLC position in Q3 2026.
Waste Management made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #235 holding.
1,770 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.