CWM
WM icon

Castle Wealth Management’s Waste Management WM Stock Holding History

Castle 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
Q1 		$211K Hold
919
– – 0.07% 128
2025
Q4 		$202K Hold
919
– – 0.07% 129
2025
Q3 		$203K Hold
919
– – 0.07% 127
2025
Q2 		$210K Hold
919
– – 0.08% 116
2025
Q1 		$213K Buy
+919
New +$204K 0.08% 119
2022
Q4 		– Sell
-700
Closed -$112K – 640
2022
Q3 		$112K Hold
700
– – 0.07% 140
2022
Q2 		$107K Buy
+700
New +$110K 0.06% 142

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

Castle Wealth Management's WM Position: Q1 2026 in Review

Castle Wealth Management held its Waste Management (WM) position steady in Q1 2026 at 919 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #128.

Castle Wealth Management first reported a position in WM in Q2 2022 and has held it in 7 quarters since. The position peaked at $213K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Castle Wealth Management held 919 shares of Waste Management worth $211K as of Q1 2026.
  • Castle Wealth Management left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up 0.07% of Castle Wealth Management's portfolio in Q1 2026, its #128 holding.
  • Castle Wealth Management first reported a position in Waste Management in Q2 2022 and has held it in 7 quarters since.
  • Castle Wealth Management's Waste Management position peaked at $213K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.