Continuum Advisory’s Waste Management WM Stock Holding History

Continuum Advisory’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	$280K	Buy	1,220 +25	+2%	+$5.74K	0.03%	379
2025 Q4	$262K	Buy	+1,195	New	+$255K	0.03%	387
2025 Q2	–	Sell	-595	Closed	-$138K	–	1581
2025 Q1	$138K	Sell	595 -3	-0.5%	-$664	0.02%	466
2024 Q4	$121K	Sell	598 -40	-6%	-$8.59K	0.02%	481
2024 Q3	$141K	Sell	638 -10	-2%	-$2.09K	0.02%	455
2024 Q2	$138K	Buy	648 +1	+0.2%	+$208	0.02%	433
2024 Q1	$136K	Buy	+647	New	+$127K	0.02%	431
2023 Q3	–	Sell	-1,420	Closed	-$246K	–	481
2023 Q2	$246K	Buy	+1,420	New	+$235K	0.04%	399
2022 Q4	–	Sell	-1,359	Closed	-$218K	–	440
2022 Q3	$218K	Buy	+1,359	New	+$224K	0.04%	373

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 $37.4B AUM 35.42% 1-Year Est. Return

Continuum Advisory's WM Position: Q1 2026 in Review

Continuum Advisory increased its Waste Management (WM) stake by 2.1% in Q1 2026, buying an estimated $5.74K and bringing the position to 1,220 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #379.

Continuum Advisory first reported a position in WM in Q3 2022 and has held it in 9 quarters since. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Continuum Advisory held 1,220 shares of Waste Management worth $280K as of Q1 2026.
Continuum Advisory bought 25 Waste Management shares in Q1 2026, an estimated $5.74K.
Waste Management made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #379 holding.
Continuum Advisory first reported a position in Waste Management in Q3 2022 and has held it in 9 quarters since.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.