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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
Q3 		$52K Sell
255
-1
-0.4% -$224 0.01% 240
2026
Q2 		$57K Sell
256
-17
-6% -$3.78K 0.01% 229
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

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

Avion Wealth's WM Position: Q3 2026 in Review

Avion Wealth reduced its Waste Management (WM) stake by 0.39% in Q3 2026, selling an estimated $224 and leaving 255 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #240.

Avion Wealth first reported a position in WM in Q1 2020 and has held it in 27 quarters since. The position peaked at $68K in Q4 2023. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Avion Wealth held 255 shares of Waste Management worth $52K as of Q3 2026.
  • Avion Wealth sold 1 Waste Management share in Q3 2026, an estimated $224.
  • Waste Management made up 0.01% of Avion Wealth's portfolio in Q3 2026, its #240 holding.
  • Avion Wealth first reported a position in Waste Management in Q1 2020 and has held it in 27 quarters since.
  • Avion Wealth's Waste Management position peaked at $68K in Q4 2023.
  • 1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.