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Altus Wealth Group’s Waste Management WM Stock Holding History

Altus Wealth Group’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
2025
Q4 		– Sell
-986
Closed -$218K – 151
2025
Q3 		$218K Sell
986
-3
-0.3% -$676 0.09% 129
2025
Q2 		$226K Hold
989
– – 0.1% 121
2025
Q1 		$229K Buy
+989
New +$219K 0.11% 119
2024
Q4 		– Sell
-982
Closed -$204K – 154
2024
Q3 		$204K Buy
982
+7
+0.7% +$1.46K 0.09% 137
2024
Q2 		$208K Hold
975
– – 0.1% 124
2024
Q1 		$208K Buy
+975
New +$192K 0.1% 131
2021
Q1 		– Sell
-200
Closed -$24K – 774
2020
Q4 		$24K Buy
+200
New +$23.3K 0.02% 337

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altus Wealth Group's WM Position: Q4 2025 in Review

Altus Wealth Group sold out of Waste Management (WM) in Q4 2025, closing a stake of 986 shares — an estimated $218K sold.

Altus Wealth Group first reported a position in WM in Q4 2020 and held it in 7 quarters. The position peaked at $229K in Q1 2025. 2,313 funds tracked by Wall St. Rank hold WM as of Q4 2025.

  • Altus Wealth Group reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
  • Altus Wealth Group sold 986 Waste Management shares in Q4 2025, an estimated $218K.
  • Altus Wealth Group first reported a position in Waste Management in Q4 2020 and held it in 7 quarters.
  • Altus Wealth Group's Waste Management position peaked at $229K in Q1 2025.
  • 2,313 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Altus Wealth Group's 13F filing for Q4 2025, filed 13 Feb 2026.