BTWM
WM icon

Baker Tilly Wealth Management’s Waste Management WM Stock Holding History

Baker Tilly 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
Q3 		$602K Sell
2,952
-54
-2% -$12.1K 0.12% 149
2026
Q2 		$670K Sell
3,006
-193
-6% -$42.9K 0.14% 140
2026
Q1 		$735K Sell
3,199
-108
-3% -$24.8K 0.18% 116
2025
Q4 		$726K Sell
3,307
-55
-2% -$11.7K 0.18% 120
2025
Q3 		$743K Sell
3,362
-103
-3% -$23.2K 0.17% 113
2025
Q2 		$793K Buy
3,465
+35
+1% +$8.12K 0.28% 77
2025
Q1 		$794K Buy
3,430
+46
+1% +$10.2K 0.31% 81
2024
Q4 		$683K Buy
3,384
+289
+9% +$62.1K 0.27% 88
2024
Q3 		$643K Sell
3,095
-513
-14% -$107K 0.28% 90
2024
Q2 		$770K Sell
3,608
-7,228
-67% -$1.5M 0.31% 78
2024
Q1 		$2.31M Sell
10,836
-469
-4% -$92.2K 0.42% 57
2023
Q4 		$2.02M Sell
11,305
-2,463
-18% -$413K 0.33% 66
2023
Q3 		$2.1M Sell
13,768
-9,210
-40% -$1.49M 0.35% 64
2023
Q2 		$3.98M Sell
22,978
-858
-4% -$142K 0.42% 54
2023
Q1 		$3.89M Buy
23,836
+1,851
+8% +$283K 0.44% 49
2022
Q4 		$3.45M Sell
21,985
-532
-2% -$85.6K 0.42% 59
2022
Q3 		$3.61M Sell
22,517
-145
-0.6% -$23.9K 0.49% 45
2022
Q2 		$3.47M Buy
22,662
+671
+3% +$105K 0.45% 53
2022
Q1 		$3.49M Buy
21,991
+1,363
+7% +$207K 0.39% 59
2021
Q4 		$3.44M Buy
20,628
+809
+4% +$130K 0.37% 56
2021
Q3 		$2.96M Buy
19,819
+5,191
+35% +$777K 0.39% 50
2021
Q2 		$2.05M Buy
14,628
+3,032
+26% +$419K 0.33% 67
2021
Q1 		$1.5M Buy
11,596
+4,106
+55% +$480K 0.31% 80
2020
Q4 		$883K Buy
+7,490
New +$873K 0.27% 92

Other funds holding WM

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baker Tilly Wealth Management's WM Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Waste Management (WM) stake by 1.8% in Q3 2026, selling an estimated $12.1K and leaving 2,952 shares worth $602K. The position accounts for 0.12% of the portfolio, ranked #149.

Baker Tilly Wealth Management first reported a position in WM in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.98M in Q2 2023. 112 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Baker Tilly Wealth Management held 2,952 shares of Waste Management worth $602K as of Q3 2026.
  • Baker Tilly Wealth Management sold 54 Waste Management shares in Q3 2026, an estimated $12.1K.
  • Waste Management made up 0.12% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #149 holding.
  • Baker Tilly Wealth Management first reported a position in Waste Management in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Waste Management position peaked at $3.98M in Q2 2023.
  • 112 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.