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

Biltmore 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 		– Sell
-900
Closed -$201K – 61
2026
Q2 		$201K Hold
900
– – 0.06% 58
2026
Q1 		$207K Buy
+900
New +$207K 0.07% 60
2025
Q3 		– Sell
-900
Closed -$206K – 60
2025
Q2 		$206K Hold
900
– – 0.08% 57
2025
Q1 		$208K Buy
+900
New +$199K 0.09% 57

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

Biltmore Wealth Management's WM Position: Q3 2026 in Review

Biltmore Wealth Management sold out of Waste Management (WM) in Q3 2026, closing a stake of 900 shares — an estimated $201K sold.

Biltmore Wealth Management first reported a position in WM in Q1 2025 and held it in 4 quarters. The position peaked at $208K in Q1 2025. 112 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Biltmore Wealth Management reported no remaining Waste Management position as of Q3 2026 after selling out during the quarter.
  • Biltmore Wealth Management sold 900 Waste Management shares in Q3 2026, an estimated $201K.
  • Biltmore Wealth Management first reported a position in Waste Management in Q1 2025 and held it in 4 quarters.
  • Biltmore Wealth Management's Waste Management position peaked at $208K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.