CAWM
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Capital Advisors Wealth Management’s Waste Management WM Stock Holding History

Capital Advisors 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 		$318K Buy
1,560
+11
+0.7% +$2.46K 0.04% 181
2026
Q2 		$345K Buy
1,549
+29
+2% +$6.45K 0.04% 173
2026
Q1 		$349K Buy
1,520
+73
+5% +$16.8K 0.05% 157
2025
Q4 		$318K Sell
1,447
-194
-12% -$41.3K 0.04% 164
2025
Q3 		$362K Buy
1,641
+59
+4% +$13.3K 0.05% 150
2025
Q2 		$362K Sell
1,582
-367
-19% -$85.1K 0.06% 136
2025
Q1 		$451K Buy
1,949
+4
+0.2% +$886 0.08% 112
2024
Q4 		$393K Buy
1,945
+5
+0.3% +$1.07K 0.07% 113
2024
Q3 		$403K Buy
1,940
+94
+5% +$19.6K 0.07% 108
2024
Q2 		$394K Buy
1,846
+329
+22% +$68.4K 0.08% 97
2024
Q1 		$323K Buy
1,517
+33
+2% +$6.49K 0.07% 112
2023
Q4 		$266K Buy
1,484
+4
+0.3% +$671 0.06% 119
2023
Q3 		$226K Buy
1,480
+3
+0.2% +$485 0.06% 119
2023
Q2 		$256K Buy
+1,477
New +$244K 0.07% 108
2023
Q1 		– Sell
-1,991
Closed -$312K – 153
2022
Q4 		$312K Buy
1,991
+19
+1% +$3.06K 0.09% 94
2022
Q3 		$316K Buy
1,972
+38
+2% +$6.27K 0.1% 89
2022
Q2 		$296K Buy
1,934
+39
+2% +$6.11K 0.1% 88
2022
Q1 		$300K Buy
1,895
+267
+16% +$40.5K 0.09% 91
2021
Q4 		$272K Buy
1,628
+79
+5% +$12.7K 0.08% 100
2021
Q3 		$231K Buy
1,549
+103
+7% +$15.4K 0.08% 92
2021
Q2 		$203K Buy
+1,446
New +$200K 0.08% 93

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

Capital Advisors Wealth Management's WM Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Waste Management (WM) stake by 0.71% in Q3 2026, buying an estimated $2.46K and bringing the position to 1,560 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #181.

Capital Advisors Wealth Management first reported a position in WM in Q2 2021 and has held it in 21 quarters since. The position peaked at $451K in Q1 2025. 112 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Capital Advisors Wealth Management held 1,560 shares of Waste Management worth $318K as of Q3 2026.
  • Capital Advisors Wealth Management bought 11 Waste Management shares in Q3 2026, an estimated $2.46K.
  • Waste Management made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #181 holding.
  • Capital Advisors Wealth Management first reported a position in Waste Management in Q2 2021 and has held it in 21 quarters since.
  • Capital Advisors Wealth Management's Waste Management position peaked at $451K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

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