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Aaron Wealth Advisors’s Waste Management WM Stock Holding History

Aaron Wealth Advisors’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 		$3.33M Sell
16,313
-477
-3% -$107K 0.16% 77
2026
Q2 		$3.74M Buy
16,790
+96
+0.6% +$21.4K 0.19% 70
2026
Q1 		$3.84M Sell
16,694
-126
-0.7% -$29K 0.22% 54
2025
Q4 		$3.7M Buy
16,820
+2,135
+15% +$455K 0.2% 63
2025
Q3 		$3.24M Buy
14,685
+1,504
+11% +$339K 0.19% 61
2025
Q2 		$3.02M Sell
13,181
-193
-1% -$44.8K 0.31% 49
2025
Q1 		$3.1M Sell
13,374
-93
-0.7% -$20.6K 0.35% 44
2024
Q4 		$2.72M Buy
13,467
+607
+5% +$130K 0.32% 49
2024
Q3 		$2.67M Buy
12,860
+226
+2% +$47.1K 0.32% 46
2024
Q2 		$2.7M Buy
12,634
+466
+4% +$96.9K 0.37% 40
2024
Q1 		$2.59M Sell
12,168
-13
-0.1% -$2.56K 0.37% 41
2023
Q4 		$2.18M Sell
12,181
-20,863
-63% -$3.5M 0.36% 37
2023
Q3 		$5.04M Sell
33,044
-86
-0.3% -$13.9K 0.65% 25
2023
Q2 		$5.75M Buy
33,130
+78
+0.2% +$12.9K 0.75% 27
2023
Q1 		$5.39M Buy
33,052
+190
+0.6% +$29.1K 0.74% 29
2022
Q4 		$5.16M Buy
32,862
+754
+2% +$121K 0.75% 28
2022
Q3 		$5.14M Buy
32,108
+21,396
+200% +$3.53M 0.95% 22
2022
Q2 		$1.64M Buy
10,712
+67
+0.6% +$10.5K 0.41% 46
2022
Q1 		$1.69M Sell
10,645
-199
-2% -$30.2K 0.39% 39
2021
Q4 		$1.81M Buy
10,844
+42
+0.4% +$6.75K 0.51% 35
2021
Q3 		$1.61M Sell
10,802
-36
-0.3% -$5.39K 0.45% 33
2021
Q2 		$1.52M Buy
10,838
+2
+0% +$276 0.5% 34
2021
Q1 		$1.4M Buy
10,836
+245
+2% +$28.6K 0.51% 36
2020
Q4 		$1.25M Buy
+10,591
New +$1.24M 0.46% 42

Other funds holding WM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Aaron Wealth Advisors's WM Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Waste Management (WM) stake by 2.8% in Q3 2026, selling an estimated $107K and leaving 16,313 shares worth $3.33M. The position accounts for 0.16% of the portfolio, ranked #77.

Aaron Wealth Advisors first reported a position in WM in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.75M in Q2 2023. 275 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Aaron Wealth Advisors held 16,313 shares of Waste Management worth $3.33M as of Q3 2026.
  • Aaron Wealth Advisors sold 477 Waste Management shares in Q3 2026, an estimated $107K.
  • Waste Management made up 0.16% of Aaron Wealth Advisors's portfolio in Q3 2026, its #77 holding.
  • Aaron Wealth Advisors first reported a position in Waste Management in Q4 2020 and has held it in 24 quarters since.
  • Aaron Wealth Advisors's Waste Management position peaked at $5.75M in Q2 2023.
  • 275 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.