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Catalyst Financial Partners’s Waste Management WM Stock Holding History

Catalyst Financial Partners’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 		$531K Buy
2,311
+107
+5% +$24.6K 0.06% 194
2025
Q4 		$484K Sell
2,204
-109
-5% -$23.2K 0.05% 182
2025
Q3 		$511K Sell
2,313
-75
-3% -$16.9K 0.06% 162
2025
Q2 		$546K Sell
2,388
-142
-6% -$32.9K 0.06% 152
2025
Q1 		$586K Buy
2,530
+491
+24% +$109K 0.11% 130
2024
Q4 		$411K Buy
2,039
+48
+2% +$10.3K 0.08% 161
2024
Q3 		$413K Sell
1,991
-86
-4% -$17.9K 0.08% 154
2024
Q2 		$443K Sell
2,077
-6
-0.3% -$1.25K 0.1% 141
2024
Q1 		$429K Buy
2,083
+294
+16% +$57.8K 0.11% 128
2023
Q4 		$320K Buy
1,789
+209
+13% +$35K 0.09% 155
2023
Q3 		$241K Buy
1,580
+10
+0.6% +$1.62K 0.08% 174
2023
Q2 		$272K Buy
1,570
+207
+15% +$34.2K 0.1% 154
2023
Q1 		$222K Sell
1,363
-8
-0.6% -$1.23K 0.1% 163
2022
Q4 		$215K Buy
+1,371
New +$221K 0.11% 152

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

Catalyst Financial Partners's WM Position: Q1 2026 in Review

Catalyst Financial Partners increased its Waste Management (WM) stake by 4.9% in Q1 2026, buying an estimated $24.6K and bringing the position to 2,311 shares worth $531K. The position accounts for 0.06% of the portfolio, ranked #194.

Catalyst Financial Partners first reported a position in WM in Q4 2022 and has held it in 14 quarters since. The position peaked at $586K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Catalyst Financial Partners held 2,311 shares of Waste Management worth $531K as of Q1 2026.
  • Catalyst Financial Partners bought 107 Waste Management shares in Q1 2026, an estimated $24.6K.
  • Waste Management made up 0.06% of Catalyst Financial Partners's portfolio in Q1 2026, its #194 holding.
  • Catalyst Financial Partners first reported a position in Waste Management in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's Waste Management position peaked at $586K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.