Badgley Phelps Wealth Managers
WM icon

Badgley Phelps Wealth Managers’s Waste Management WM Stock Holding History

Badgley Phelps Wealth Managers’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 		$626K Sell
3,069
-13
-0.4% -$2.91K 0.01% 227
2026
Q2 		$687K Sell
3,082
-39
-1% -$8.67K 0.01% 224
2026
Q1 		$717K Buy
3,121
+348
+13% +$80K 0.01% 217
2025
Q4 		$609K Buy
2,773
+127
+5% +$27.1K 0.01% 222
2025
Q3 		$584K Sell
2,646
-39
-1% -$8.78K 0.01% 215
2025
Q2 		$614K Buy
2,685
+19
+0.7% +$4.41K 0.01% 201
2025
Q1 		$617K Sell
2,666
-9
-0.3% -$1.99K 0.01% 202
2024
Q4 		$540K Buy
2,675
+98
+4% +$21K 0.01% 204
2024
Q3 		$535K Buy
2,577
+209
+9% +$43.6K 0.01% 202
2024
Q2 		$505K Sell
2,368
-22
-0.9% -$4.57K 0.01% 197
2024
Q1 		$509K Buy
2,390
+314
+15% +$61.7K 0.01% 195
2023
Q4 		$372K Buy
2,076
+584
+39% +$97.9K 0.01% 202
2023
Q3 		$228K Sell
1,492
-26
-2% -$4.21K 0.01% 213
2023
Q2 		$263K Sell
1,518
-40
-3% -$6.61K 0.01% 212
2023
Q1 		$254K Hold
1,558
– – 0.01% 186
2022
Q4 		$244K Buy
1,558
+10
+0.6% +$1.61K 0.01% 191
2022
Q3 		$248K Buy
+1,548
New +$256K 0.01% 175

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Badgley Phelps Wealth Managers's WM Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Waste Management (WM) stake by 0.42% in Q3 2026, selling an estimated $2.91K and leaving 3,069 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #227.

Badgley Phelps Wealth Managers first reported a position in WM in Q3 2022 and has held it in 17 quarters since. The position peaked at $717K in Q1 2026. 694 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Badgley Phelps Wealth Managers held 3,069 shares of Waste Management worth $626K as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 13 Waste Management shares in Q3 2026, an estimated $2.91K.
  • Waste Management made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #227 holding.
  • Badgley Phelps Wealth Managers first reported a position in Waste Management in Q3 2022 and has held it in 17 quarters since.
  • Badgley Phelps Wealth Managers's Waste Management position peaked at $717K in Q1 2026.
  • 694 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.