Carson Wealth (CWM LLC)
WM icon

Carson Wealth (CWM LLC)’s Waste Management WM Stock Holding History

Carson Wealth (CWM 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
2014
Q1 		– Sell
-185
Closed -$10K – 498
2013
Q4 		$10K Buy
+185
New +$8.08K ﹤0.01% 450

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Waste Management (WM) stake by 5.9% in Q1 2026, selling an estimated $1.66M and leaving 115,899 shares worth $26.6M. The position accounts for 0.07% of the portfolio, ranked #260.

Carson Wealth (CWM LLC) first reported a position in WM in Q3 2013 and has held it in 44 quarters since. The position peaked at $28.3M in Q1 2023. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 115,899 shares of Waste Management worth $26.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,224 Waste Management shares in Q1 2026, an estimated $1.66M.
  • Waste Management made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #260 holding.
  • Carson Wealth (CWM LLC) first reported a position in Waste Management in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Waste Management position peaked at $28.3M in Q1 2023.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.