Angeles Wealth Management
WM icon

Angeles Wealth Management’s Waste Management WM Stock Holding History

Angeles 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 		$1M Sell
4,926
-117
-2% -$26.2K 0.04% 155
2026
Q2 		$1.12M Sell
5,043
-305
-6% -$67.8K 0.05% 151
2026
Q1 		$1.23M Buy
5,348
+366
+7% +$84.1K 0.07% 117
2025
Q4 		$1.09M Sell
4,982
-239
-5% -$50.9K 0.06% 131
2025
Q3 		$1.15M Sell
5,221
-71
-1% -$16K 0.07% 103
2025
Q2 		$1.21M Buy
5,292
+1,379
+35% +$320K 0.08% 91
2025
Q1 		$906K Buy
3,913
+50
+1% +$11.1K 0.08% 97
2024
Q4 		$780K Buy
3,863
+807
+26% +$173K 0.06% 112
2024
Q3 		$634K Buy
3,056
+9
+0.3% +$1.88K 0.05% 122
2024
Q2 		$650K Buy
3,047
+104
+4% +$21.6K 0.06% 108
2024
Q1 		$627K Buy
2,943
+232
+9% +$45.6K 0.06% 105
2023
Q4 		$486K Buy
2,711
+4
+0.1% +$671 0.06% 113
2023
Q3 		$413K Buy
2,707
+87
+3% +$14.1K 0.06% 101
2023
Q2 		$454K Buy
2,620
+2
+0.1% +$331 0.06% 112
2023
Q1 		$427K Buy
2,618
+22
+0.8% +$3.37K 0.06% 117
2022
Q4 		$407K Sell
2,596
-2
-0.1% -$322 0.07% 112
2022
Q3 		$416K Sell
2,598
-1
-0% -$165 0.08% 105
2022
Q2 		$398K Buy
2,599
+18
+0.7% +$2.82K 0.08% 115
2022
Q1 		$409K Buy
+2,581
New +$391K 0.08% 115

Other funds holding WM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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

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

Angeles Wealth Management reduced its Waste Management (WM) stake by 2.3% in Q3 2026, selling an estimated $26.2K and leaving 4,926 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #155.

Angeles Wealth Management first reported a position in WM in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.23M in Q1 2026. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Angeles Wealth Management held 4,926 shares of Waste Management worth $1M as of Q3 2026.
  • Angeles Wealth Management sold 117 Waste Management shares in Q3 2026, an estimated $26.2K.
  • Waste Management made up 0.04% of Angeles Wealth Management's portfolio in Q3 2026, its #155 holding.
  • Angeles Wealth Management first reported a position in Waste Management in Q1 2022 and has held it in 19 quarters since.
  • Angeles Wealth Management's Waste Management position peaked at $1.23M in Q1 2026.
  • 1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.