Accurate Wealth Management
WM icon

Accurate Wealth Management’s Waste Management WM Stock Holding History

Accurate Wealth Management’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 		$403K Sell
1,901
-500
-21% -$112K 0.03% 424
2026
Q2 		$560K Sell
2,401
-51
-2% -$11.3K 0.05% 325
2026
Q1 		$563K Buy
2,452
+208
+9% +$47.8K 0.07% 291
2025
Q4 		$496K Sell
2,244
-245
-10% -$52.2K 0.06% 302
2025
Q3 		$543K Sell
2,489
-11,032
-82% -$2.48M 0.07% 280
2025
Q2 		$3.05M Sell
13,521
-60
-0.4% -$13.9K 0.47% 45
2025
Q1 		$3.12M Sell
13,581
-675
-5% -$149K 0.59% 39
2024
Q4 		$2.95M Sell
14,256
-233
-2% -$50K 0.57% 42
2024
Q3 		$3.1M Sell
14,489
-611
-4% -$127K 0.62% 40
2024
Q2 		$3.26M Buy
15,100
+307
+2% +$63.8K 0.78% 30
2024
Q1 		$3.06M Sell
14,793
-53
-0.4% -$10.4K 0.89% 29
2023
Q4 		$2.66M Sell
14,846
-614
-4% -$103K 0.83% 29
2023
Q3 		$2.47M Buy
+15,460
New +$2.5M 0.78% 35
2023
Q1 		– Sell
-1,129
Closed -$175K – 1466
2022
Q4 		$175K Sell
1,129
-162
-13% -$26.1K 0.06% 227
2022
Q3 		$203K Sell
1,291
-10,723
-89% -$1.77M 0.08% 179
2022
Q2 		$1.84M Buy
12,014
+1,041
+9% +$163K 1% 15
2022
Q1 		$1.74M Buy
10,973
+7,335
+202% +$1.11M 0.78% 23
2021
Q4 		$585K Buy
3,638
+57
+2% +$9.16K 0.48% 57
2021
Q3 		$557K Buy
3,581
+458
+15% +$68.5K 0.48% 56
2021
Q2 		$438K Buy
+3,123
New +$432K 0.39% 67

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Accurate Wealth Management's WM Position: Q3 2026 in Review

Accurate Wealth Management reduced its Waste Management (WM) stake by 21% in Q3 2026, selling an estimated $112K and leaving 1,901 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #424.

Accurate Wealth Management first reported a position in WM in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.26M in Q2 2024. 694 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Accurate Wealth Management held 1,901 shares of Waste Management worth $403K as of Q3 2026.
  • Accurate Wealth Management sold 500 Waste Management shares in Q3 2026, an estimated $112K.
  • Waste Management made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #424 holding.
  • Accurate Wealth Management first reported a position in Waste Management in Q2 2021 and has held it in 20 quarters since.
  • Accurate Wealth Management's Waste Management position peaked at $3.26M in Q2 2024.
  • 694 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.