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Brendel Financial Advisors’s Waste Management WM Stock Holding History

Brendel Financial Advisors’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 		– Sell
-10,692
Closed -$2.35M – 124
2025
Q4 		$2.35M Buy
+10,692
New +$2.28M 1.16% 43
2022
Q1 		– Sell
-18,938
Closed -$3.16M – 135
2021
Q4 		$3.16M Buy
18,938
+1,703
+10% +$274K 1.64% 21
2021
Q3 		$2.57M Buy
+17,235
New +$2.58M 3.07% 10

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Brendel Financial Advisors's WM Position: Q1 2026 in Review

Brendel Financial Advisors sold out of Waste Management (WM) in Q1 2026, closing a stake of 10,692 shares — an estimated $2.35M sold.

Brendel Financial Advisors first reported a position in WM in Q3 2021 and held it in 3 quarters. The position peaked at $3.16M in Q4 2021. 2,365 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Brendel Financial Advisors reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Brendel Financial Advisors sold 10,692 Waste Management shares in Q1 2026, an estimated $2.35M.
  • Brendel Financial Advisors first reported a position in Waste Management in Q3 2021 and held it in 3 quarters.
  • Brendel Financial Advisors's Waste Management position peaked at $3.16M in Q4 2021.
  • 2,365 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Brendel Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.