Blossom Wealth Management’s Waste Management WM Stock Holding History

Blossom 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	$331K	Sell	1,442 -160	-10%	-$36.8K	0.49%	57
2025 Q4	$352K	Hold	1,602	–	–	0.58%	55
2025 Q3	$354K	Hold	1,602	–	–	0.57%	52
2025 Q2	$367K	Buy	1,602 +60	+4%	+$13.9K	0.65%	52
2025 Q1	$357K	Buy	1,542 +48	+3%	+$10.6K	0.72%	49
2024 Q4	$301K	Buy	1,494 +67	+5%	+$14.4K	0.58%	53
2024 Q3	$296K	Buy	1,427 +62	+5%	+$12.9K	0.6%	57
2024 Q2	$291K	Buy	1,365 +20	+1%	+$4.16K	0.63%	52
2024 Q1	$287K	Hold	1,345	–	–	0.69%	52
2023 Q4	$241K	Sell	1,345 -79	-6%	-$13.2K	0.65%	56
2023 Q3	$217K	Buy	1,424 +10	+0.7%	+$1.62K	0.7%	53
2023 Q2	$245K	Buy	1,414 +103	+8%	+$17K	0.9%	48
2023 Q1	$214K	Buy	+1,311	New	+$201K	0.87%	50

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Blossom Wealth Management reduced its Waste Management (WM) stake by 10% in Q1 2026, selling an estimated $36.8K and leaving 1,442 shares worth $331K. The position accounts for 0.49% of the portfolio, ranked #57.

Blossom Wealth Management first reported a position in WM in Q1 2023 and has held it in 13 quarters since. The position peaked at $367K in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Blossom Wealth Management held 1,442 shares of Waste Management worth $331K as of Q1 2026.
Blossom Wealth Management sold 160 Waste Management shares in Q1 2026, an estimated $36.8K.
Waste Management made up 0.49% of Blossom Wealth Management's portfolio in Q1 2026, its #57 holding.
Blossom Wealth Management first reported a position in Waste Management in Q1 2023 and has held it in 13 quarters since.
Blossom Wealth Management's Waste Management position peaked at $367K in Q2 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.