Capital Asset Advisory Services’s Waste Management WM Stock Holding History

Capital Asset Advisory Services’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	$304K	Buy	1,280 +167	+15%	+$37.4K	0.01%	281
2026 Q2	$248K	Buy	+1,113	New	+$248K	0.01%	316
2022 Q4	–	Sell	-1,660	Closed	-$266K	–	534
2022 Q3	$266K	Buy	+1,660	New	+$274K	0.03%	262
2021 Q1	–	Sell	-400	Closed	-$47K	–	1508
2020 Q4	$47K	Buy	+400	New	+$46.6K	0.01%	636

Other funds holding WM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Capital Asset Advisory Services's WM Position: Q3 2026 in Review

Capital Asset Advisory Services increased its Waste Management (WM) stake by 15% in Q3 2026, buying an estimated $37.4K and bringing the position to 1,280 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #281.

Capital Asset Advisory Services first reported a position in WM in Q4 2020 and has held it in 4 quarters since. 1,374 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Capital Asset Advisory Services held 1,280 shares of Waste Management worth $304K as of Q3 2026.
Capital Asset Advisory Services bought 167 Waste Management shares in Q3 2026, an estimated $37.4K.
Waste Management made up 0.01% of Capital Asset Advisory Services's portfolio in Q3 2026, its #281 holding.
Capital Asset Advisory Services first reported a position in Waste Management in Q4 2020 and has held it in 4 quarters since.
1,374 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Capital Asset Advisory Services's 13F filing for Q3 2026, filed 30 Oct 2026.