Cahill Financial Advisors’s Waste Management WM Stock Holding History

Cahill 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	$347K	Buy	1,511 +119	+9%	+$27.3K	0.04%	219
2025 Q4	$306K	Buy	1,392 +306	+28%	+$65.2K	0.03%	242
2025 Q3	$240K	Buy	1,086 +3	+0.3%	+$676	0.03%	263
2025 Q2	$248K	Buy	+1,083	New	+$251K	0.03%	249
2021 Q4	–	Sell	-406	Closed	-$61K	–	789
2021 Q3	$61K	Buy	+406	New	+$60.8K	0.01%	317
2014 Q2	–	Sell	-7,619	Closed	-$321K	–	116
2014 Q1	$321K	Sell	7,619 -499	-6%	-$20.9K	0.27%	78
2013 Q4	$365K	Buy	+8,118	New	+$355K	0.32%	73

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 $37.4B AUM 35.42% 1-Year Est. Return

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

Cahill Financial Advisors increased its Waste Management (WM) stake by 8.5% in Q1 2026, buying an estimated $27.3K and bringing the position to 1,511 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #219.

Cahill Financial Advisors first reported a position in WM in Q4 2013 and has held it in 7 quarters since. The position peaked at $365K in Q4 2013. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Cahill Financial Advisors held 1,511 shares of Waste Management worth $347K as of Q1 2026.
Cahill Financial Advisors bought 119 Waste Management shares in Q1 2026, an estimated $27.3K.
Waste Management made up 0.04% of Cahill Financial Advisors's portfolio in Q1 2026, its #219 holding.
Cahill Financial Advisors first reported a position in Waste Management in Q4 2013 and has held it in 7 quarters since.
Cahill Financial Advisors's Waste Management position peaked at $365K in Q4 2013.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.