Cherry Tree Wealth Management
WM icon

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
Q3 		$39.3K Buy
193
+1
+0.5% +$224 0.01% 305
2026
Q2 		$42.8K Buy
192
+1
+0.5% +$222 0.01% 296
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cherry Tree Wealth Management's WM Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Waste Management (WM) stake by 0.52% in Q3 2026, buying an estimated $224 and bringing the position to 193 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #305.

Cherry Tree Wealth Management first reported a position in WM in Q2 2023 and has held it in 14 quarters since. The position peaked at $46.4K in Q1 2025. 899 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Cherry Tree Wealth Management held 193 shares of Waste Management worth $39.3K as of Q3 2026.
  • Cherry Tree Wealth Management bought 1 Waste Management share in Q3 2026, an estimated $224.
  • Waste Management made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #305 holding.
  • Cherry Tree Wealth Management first reported a position in Waste Management in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Waste Management position peaked at $46.4K in Q1 2025.
  • 899 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.