Amplius Wealth Advisors
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Amplius Wealth Advisors’s Waste Management WM Stock Holding History

Amplius 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 		$367K Sell
1,802
-665
-27% -$149K 0.03% 150
2026
Q2 		$550K Buy
2,467
+842
+52% +$187K 0.04% 119
2026
Q1 		$373K Hold
1,625
– – 0.03% 131
2025
Q4 		$357K Buy
1,625
+19
+1% +$4.05K 0.03% 132
2025
Q3 		$355K Sell
1,606
-49
-3% -$11K 0.03% 132
2025
Q2 		$379K Sell
1,655
-2
-0.1% -$464 0.04% 137
2025
Q1 		$384K Buy
1,657
+8
+0.5% +$1.77K 0.04% 125
2024
Q4 		$333K Hold
1,649
– – 0.03% 129
2024
Q3 		$342K Hold
1,649
– – 0.04% 117
2024
Q2 		$352K Sell
1,649
-9
-0.5% -$1.87K 0.04% 120
2024
Q1 		$353K Buy
1,658
+4
+0.2% +$786 0.04% 115
2023
Q4 		$296K Buy
1,654
+1
+0.1% +$168 0.04% 126
2023
Q3 		$252K Sell
1,653
-93
-5% -$15K 0.03% 131
2023
Q2 		$303K Buy
1,746
+30
+2% +$4.96K 0.04% 124
2023
Q1 		$280K Buy
1,716
+56
+3% +$8.58K 0.04% 130
2022
Q4 		$260K Sell
1,660
-57
-3% -$9.17K 0.04% 129
2022
Q3 		$275K Buy
+1,717
New +$283K 0.05% 125
2022
Q1 		– Sell
-162
Closed -$27K – 920
2021
Q4 		$27K Buy
+162
New +$26K ﹤0.01% 422

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

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

Amplius Wealth Advisors reduced its Waste Management (WM) stake by 27% in Q3 2026, selling an estimated $149K and leaving 1,802 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #150.

Amplius Wealth Advisors first reported a position in WM in Q4 2021 and has held it in 18 quarters since. The position peaked at $550K in Q2 2026. 694 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Amplius Wealth Advisors held 1,802 shares of Waste Management worth $367K as of Q3 2026.
  • Amplius Wealth Advisors sold 665 Waste Management shares in Q3 2026, an estimated $149K.
  • Waste Management made up 0.03% of Amplius Wealth Advisors's portfolio in Q3 2026, its #150 holding.
  • Amplius Wealth Advisors first reported a position in Waste Management in Q4 2021 and has held it in 18 quarters since.
  • Amplius Wealth Advisors's Waste Management position peaked at $550K in Q2 2026.
  • 694 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

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