Cherry Tree Wealth Management’s Waste Management WM Stock Holding History

Cherry Tree 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	$43.9K	Buy	191 +1	+0.5%	+$230	0.01%	282
2025 Q4	$41.8K	Hold	190	–	–	0.01%	282
2025 Q3	$41.9K	Buy	190 +1	+0.5%	+$225	0.01%	272
2025 Q2	$43.2K	Sell	189 -11	-6%	-$2.55K	0.01%	266
2025 Q1	$46.4K	Buy	200 +12	+6%	+$2.66K	0.01%	263
2024 Q4	$37.9K	Buy	188 +1	+0.5%	+$215	0.01%	273
2024 Q3	$38.8K	Buy	187 +1	+0.5%	+$209	0.01%	278
2024 Q2	$39.7K	Hold	186	–	–	0.01%	270
2024 Q1	$39.6K	Sell	186 -19	-9%	-$3.73K	0.01%	269
2023 Q4	$36.7K	Buy	205 +1	+0.5%	+$168	0.01%	262
2023 Q3	$31.1K	Buy	204 +1	+0.5%	+$162	0.01%	258
2023 Q2	$35.3K	Buy	+203	New	+$33.6K	0.01%	250

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cherry Tree Wealth Management's WM Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Waste Management (WM) stake by 0.53% in Q1 2026, buying an estimated $230 and bringing the position to 191 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #282.

Cherry Tree Wealth Management first reported a position in WM in Q2 2023 and has held it in 12 quarters since. The position peaked at $46.4K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Cherry Tree Wealth Management held 191 shares of Waste Management worth $43.9K as of Q1 2026.
Cherry Tree Wealth Management bought 1 Waste Management share in Q1 2026, an estimated $230.
Waste Management made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #282 holding.
Cherry Tree Wealth Management first reported a position in Waste Management in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Waste Management position peaked at $46.4K in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.