Aviso Wealth Management’s Waste Management WM Stock Holding History

Aviso 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 Q1	$299K	Sell	1,301 -115	-8%	-$26.4K	0.13%	118
2025 Q4	$311K	Sell	1,416 -130	-8%	-$27.7K	0.13%	117
2025 Q3	$341K	Hold	1,546	–	–	0.15%	107
2025 Q2	$354K	Buy	1,546 +43	+3%	+$9.97K	0.17%	109
2025 Q1	$348K	Sell	1,503 -22	-1%	-$4.87K	0.19%	108
2024 Q4	$308K	Hold	1,525	–	–	0.16%	111
2024 Q3	$317K	Sell	1,525 -362	-19%	-$75.5K	0.17%	112
2024 Q2	$403K	Sell	1,887 -12	-0.6%	-$2.49K	0.24%	92
2024 Q1	$405K	Buy	1,899 +110	+6%	+$21.6K	0.26%	93
2023 Q4	$320K	Buy	+1,789	New	+$300K	0.23%	101

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aviso Wealth Management's WM Position: Q1 2026 in Review

Aviso Wealth Management reduced its Waste Management (WM) stake by 8.1% in Q1 2026, selling an estimated $26.4K and leaving 1,301 shares worth $299K. The position accounts for 0.13% of the portfolio, ranked #118.

Aviso Wealth Management first reported a position in WM in Q4 2023 and has held it in 10 quarters since. The position peaked at $405K in Q1 2024. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Aviso Wealth Management held 1,301 shares of Waste Management worth $299K as of Q1 2026.
Aviso Wealth Management sold 115 Waste Management shares in Q1 2026, an estimated $26.4K.
Waste Management made up 0.13% of Aviso Wealth Management's portfolio in Q1 2026, its #118 holding.
Aviso Wealth Management first reported a position in Waste Management in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Waste Management position peaked at $405K in Q1 2024.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.