Rothwell Investment Advisors, LLC’s Waste Management WM Stock Holding History

Rothwell Investment Advisors, 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	$108K	Buy	+532	New	+$119K	0.06%	277

Other funds holding WM

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Waste Management (WM) in Q3 2026: 532 shares worth $108K. The stake represents 0.06% of the portfolio and ranks #277 among its holdings.

1,363 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Rothwell Investment Advisors, LLC held 532 shares of Waste Management worth $108K as of Q3 2026.
Waste Management was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Waste Management made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #277 holding.
1,363 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.