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Beta Wealth Group’s Waste Management WM Stock Holding History

Beta Wealth Group’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 		$474K Sell
2,061
-378
-15% -$86.9K 0.2% 83
2025
Q4 		$536K Sell
2,439
-373
-13% -$79.5K 0.22% 77
2025
Q3 		$621K Sell
2,812
-8,779
-76% -$1.98M 0.25% 68
2025
Q2 		$2.65M Sell
11,591
-7,817
-40% -$1.81M 0.97% 30
2025
Q1 		$4.49M Sell
19,408
-1,334
-6% -$295K 1.61% 19
2024
Q4 		$4.19M Buy
20,742
+4,975
+32% +$1.07M 1.85% 17
2024
Q3 		$3.27M Buy
15,767
+1,542
+11% +$322K 1.48% 21
2024
Q2 		$3.03M Sell
14,225
-471
-3% -$97.9K 1.44% 23
2024
Q1 		$3.13M Sell
14,696
-1,256
-8% -$247K 1.52% 21
2023
Q4 		$2.86M Buy
15,952
+584
+4% +$97.9K 1.5% 20
2023
Q3 		$2.34M Buy
15,368
+39
+0.3% +$6.31K 1.39% 26
2023
Q2 		$2.66M Buy
15,329
+10,869
+244% +$1.8M 1.54% 21
2023
Q1 		$728K Buy
4,460
+134
+3% +$20.5K 0.42% 47
2022
Q4 		$679K Buy
4,326
+110
+3% +$17.7K 0.46% 44
2022
Q3 		$675K Sell
4,216
-60
-1% -$9.9K 0.49% 44
2022
Q2 		$654K Sell
4,276
-3,507
-45% -$549K 0.44% 45
2022
Q1 		$1.23M Buy
7,783
+1,629
+26% +$247K 0.83% 34
2021
Q4 		$919K Hold
6,154
– – 0.66% 36
2021
Q3 		$919K Sell
6,154
-1,671
-21% -$250K 0.66% 36
2021
Q2 		$1.1M Buy
7,825
+234
+3% +$32.3K 0.76% 34
2021
Q1 		$979K Buy
+7,591
New +$887K 0.71% 34

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

Beta Wealth Group's WM Position: Q1 2026 in Review

Beta Wealth Group reduced its Waste Management (WM) stake by 15% in Q1 2026, selling an estimated $86.9K and leaving 2,061 shares worth $474K. The position accounts for 0.2% of the portfolio, ranked #83.

Beta Wealth Group first reported a position in WM in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.49M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Beta Wealth Group held 2,061 shares of Waste Management worth $474K as of Q1 2026.
  • Beta Wealth Group sold 378 Waste Management shares in Q1 2026, an estimated $86.9K.
  • Waste Management made up 0.2% of Beta Wealth Group's portfolio in Q1 2026, its #83 holding.
  • Beta Wealth Group first reported a position in Waste Management in Q1 2021 and has held it in 21 quarters since.
  • Beta Wealth Group's Waste Management position peaked at $4.49M in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.