BWM
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Bernard Wealth Management’s Waste Management WM Stock Holding History

Bernard 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 		$5.97K Hold
26
– – ﹤0.01% 249
2025
Q4 		$5.71K Hold
26
– – ﹤0.01% 240
2025
Q3 		$5.74K Hold
26
– – ﹤0.01% 233
2025
Q2 		$5.95K Hold
26
– – ﹤0.01% 229
2025
Q1 		$6.02K Hold
26
– – ﹤0.01% 244
2024
Q4 		$5.25K Buy
+26
New +$5.58K ﹤0.01% 235

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

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

Bernard Wealth Management held its Waste Management (WM) position steady in Q1 2026 at 26 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Bernard Wealth Management first reported a position in WM in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.02K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Bernard Wealth Management held 26 shares of Waste Management worth $5.97K as of Q1 2026.
  • Bernard Wealth Management left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #249 holding.
  • Bernard Wealth Management first reported a position in Waste Management in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Waste Management position peaked at $6.02K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.