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Capital & Planning LLC’s Waste Management WM Stock Holding History

Capital & Planning LLC’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 		$2.02M Buy
+8,805
New +$2.02M 1.23% 19
2025
Q4 		– Sell
-8,564
Closed -$1.89M – 36
2025
Q3 		$1.89M Buy
8,564
+708
+9% +$159K 1.17% 19
2025
Q2 		$1.8M Buy
7,856
+645
+9% +$150K 1.22% 19
2025
Q1 		$1.67M Buy
7,211
+1,036
+17% +$229K 1.24% 20
2024
Q4 		$1.25M Buy
+6,175
New +$1.33M 0.91% 25

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

Capital & Planning LLC's WM Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Waste Management (WM) in Q1 2026: 8,805 shares worth $2.02M. The stake represents 1.23% of the portfolio and ranks #19 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in WM as recently as Q3 2025.

Capital & Planning LLC first reported a position in WM in Q4 2024 and has held it in 5 quarters since. 2,364 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Capital & Planning LLC held 8,805 shares of Waste Management worth $2.02M as of Q1 2026.
  • Waste Management was a new Capital & Planning LLC position in Q1 2026.
  • Waste Management made up 1.23% of Capital & Planning LLC's portfolio in Q1 2026, its #19 holding.
  • Capital & Planning LLC first reported a position in Waste Management in Q4 2024 and has held it in 5 quarters since.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.