Blue Bell Private Wealth Management’s Waste Management WM Stock Holding History

Blue Bell Private 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	$23K	Hold	100	–	–	﹤0.01%	496
2025 Q4	$22K	Sell	100 -74	-43%	-$15.8K	﹤0.01%	479
2025 Q3	$38.4K	Hold	174	–	–	0.01%	425
2025 Q2	$39.8K	Hold	174	–	–	0.01%	408
2025 Q1	$40.3K	Hold	174	–	–	0.01%	400
2024 Q4	$35.1K	Buy	174 +10	+6%	+$2.15K	0.01%	398
2024 Q3	$34K	Hold	164	–	–	0.01%	406
2024 Q2	$35K	Buy	164 +29	+21%	+$6.03K	0.01%	397
2024 Q1	$28.8K	Buy	135 +1	+0.7%	+$197	0.01%	420
2023 Q4	$24K	Hold	134	–	–	0.01%	412
2023 Q3	$20.4K	Hold	134	–	–	0.01%	359
2023 Q2	$23.2K	Hold	134	–	–	0.01%	341
2023 Q1	$21.9K	Hold	134	–	–	0.01%	309
2022 Q4	$21K	Hold	134	–	–	0.01%	306
2022 Q3	$21K	Buy	134 +100	+294%	+$16.5K	0.01%	296
2022 Q2	$5K	Hold	34	–	–	﹤0.01%	526
2022 Q1	$5K	Hold	34	–	–	﹤0.01%	570
2021 Q4	$6K	Buy	+34	New	+$5.47K	﹤0.01%	517

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

Blue Bell Private Wealth Management's WM Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Waste Management (WM) position steady in Q1 2026 at 100 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Blue Bell Private Wealth Management first reported a position in WM in Q4 2021 and has held it in 18 quarters since. The position peaked at $40.3K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Blue Bell Private Wealth Management held 100 shares of Waste Management worth $23K as of Q1 2026.
Blue Bell Private Wealth Management left its Waste Management share count unchanged in Q1 2026.
Waste Management made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #496 holding.
Blue Bell Private Wealth Management first reported a position in Waste Management in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's Waste Management position peaked at $40.3K in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.