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Avion Wealth’s Waste Management WM Stock Holding History

Avion Wealth’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 		$62K Buy
273
+16
+6% +$3.68K 0.01% 192
2025
Q4 		$56K Buy
257
+183
+247% +$39K 0.01% 194
2025
Q3 		$16K Sell
74
-17
-19% -$3.83K ﹤0.01% 385
2025
Q2 		$20K Buy
91
+26
+40% +$6.03K ﹤0.01% 317
2025
Q1 		$13K Hold
65
– – ﹤0.01% 350
2024
Q4 		$13K Buy
65
+4
+7% +$859 ﹤0.01% 350
2024
Q3 		$12K Buy
61
+3
+5% +$626 ﹤0.01% 348
2024
Q2 		$12K Buy
58
+7
+14% +$1.46K ﹤0.01% 307
2024
Q1 		$11K Sell
51
-328
-87% -$64.5K ﹤0.01% 304
2023
Q4 		$68K Sell
379
-2
-0.5% -$335 0.02% 137
2023
Q3 		$57K Buy
381
+11
+3% +$1.78K 0.02% 147
2023
Q2 		$63K Buy
370
+12
+3% +$1.98K 0.02% 148
2023
Q1 		$56K Buy
358
+336
+1,527% +$51.5K 0.02% 143
2022
Q4 		$3K Hold
22
– – ﹤0.01% 369
2022
Q3 		$4K Buy
22
+10
+83% +$1.65K ﹤0.01% 358
2022
Q2 		$2K Hold
12
– – ﹤0.01% 411
2022
Q1 		$2K Hold
12
– – ﹤0.01% 343
2021
Q4 		$2K Sell
12
-108
-90% -$17.4K ﹤0.01% 342
2021
Q3 		$18K Hold
120
– – 0.01% 188
2021
Q2 		$17K Hold
120
– – 0.01% 183
2021
Q1 		$15K Hold
120
– – 0.01% 187
2020
Q4 		$14K Hold
120
– – ﹤0.01% 203
2020
Q3 		$14K Hold
120
– – ﹤0.01% 165
2020
Q2 		$13K Hold
120
– – ﹤0.01% 154
2020
Q1 		$11K Buy
+120
New +$13.8K ﹤0.01% 155

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

Avion Wealth's WM Position: Q1 2026 in Review

Avion Wealth increased its Waste Management (WM) stake by 6.2% in Q1 2026, buying an estimated $3.68K and bringing the position to 273 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #192.

Avion Wealth first reported a position in WM in Q1 2020 and has held it in 25 quarters since. The position peaked at $68K in Q4 2023. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Avion Wealth held 273 shares of Waste Management worth $62K as of Q1 2026.
  • Avion Wealth bought 16 Waste Management shares in Q1 2026, an estimated $3.68K.
  • Waste Management made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #192 holding.
  • Avion Wealth first reported a position in Waste Management in Q1 2020 and has held it in 25 quarters since.
  • Avion Wealth's Waste Management position peaked at $68K in Q4 2023.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.