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Arete Wealth Advisors’s Waste Management WM Stock Holding History

Arete 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
Q1 		– Sell
-5,074
Closed -$1.11M – 749
2025
Q4 		$1.11M Buy
5,074
+250
+5% +$53.3K 0.07% 269
2025
Q3 		$1.06M Buy
4,824
+578
+14% +$130K 0.07% 266
2025
Q2 		$972K Buy
4,246
+79
+2% +$18.3K 0.07% 258
2025
Q1 		$965K Buy
4,167
+162
+4% +$35.9K 0.07% 251
2024
Q4 		$808K Buy
4,005
+1,179
+42% +$253K 0.06% 291
2024
Q3 		$586K Sell
2,826
-1,007
-26% -$210K 0.05% 331
2024
Q2 		$818K Buy
+3,833
New +$797K 0.07% 276
2024
Q1 		– Sell
-4,227
Closed -$757K – 746
2023
Q4 		$757K Sell
4,227
-9
-0.2% -$1.51K 0.06% 306
2023
Q3 		$646K Sell
4,236
-3,986
-48% -$645K 0.11% 196
2023
Q2 		$1.43M Buy
8,222
+24
+0.3% +$3.97K 0.13% 166
2023
Q1 		$1.34M Buy
8,198
+315
+4% +$48.2K 0.11% 172
2022
Q4 		$1.24B Sell
7,883
-17
-0.2% -$2.73K 0.11% 171
2022
Q3 		$1.27M Buy
+7,900
New +$1.3M 0.12% 146
2020
Q1 		– Sell
-3,330
Closed -$379K – 417
2019
Q4 		$379K Sell
3,330
-340
-9% -$38.4K 0.07% 267
2019
Q3 		$422K Buy
3,670
+186
+5% +$21.7K 0.08% 238
2019
Q2 		$402K Buy
3,484
+41
+1% +$4.45K 0.08% 253
2019
Q1 		$358K Sell
3,443
-2,403
-41% -$234K 0.07% 260
2018
Q4 		$520K Sell
5,846
-331
-5% -$29.7K 0.13% 187
2018
Q3 		$558K Buy
+6,177
New +$548K 0.12% 177

Other funds holding WM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $34.1B AUM 20.22% 1-Year Est. Return

Arete Wealth Advisors's WM Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Waste Management (WM) in Q1 2026, closing a stake of 5,074 shares — an estimated $1.11M sold.

Arete Wealth Advisors first reported a position in WM in Q3 2018 and held it in 19 quarters. The position peaked at $1.24B in Q4 2022. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,074 Waste Management shares in Q1 2026, an estimated $1.11M.
  • Arete Wealth Advisors first reported a position in Waste Management in Q3 2018 and held it in 19 quarters.
  • Arete Wealth Advisors's Waste Management position peaked at $1.24B in Q4 2022.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.