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Coordinated Financial Services’s Waste Management WM Stock Holding History

Coordinated Financial Services’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 		$319K Buy
1,389
+3
+0.2% +$689 0.18% 138
2025
Q4 		$305K Buy
1,386
+47
+4% +$10K 0.18% 136
2025
Q3 		$296K Buy
1,339
+2
+0.1% +$450 0.19% 131
2025
Q2 		$306K Buy
1,337
+2
+0.1% +$464 0.21% 119
2025
Q1 		$309K Sell
1,335
-133
-9% -$29.5K 0.24% 108
2024
Q4 		$296K Buy
+1,468
New +$315K 0.23% 111
2024
Q2 		$307K Buy
1,439
+2
+0.1% +$416 0.26% 96
2024
Q1 		$306K Buy
+1,437
New +$282K 0.27% 91

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Coordinated Financial Services's WM Position: Q1 2026 in Review

Coordinated Financial Services increased its Waste Management (WM) stake by 0.22% in Q1 2026, buying an estimated $689 and bringing the position to 1,389 shares worth $319K. The position accounts for 0.18% of the portfolio, ranked #138.

Coordinated Financial Services first reported a position in WM in Q1 2024 and has held it in 8 quarters since. 2,365 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Coordinated Financial Services held 1,389 shares of Waste Management worth $319K as of Q1 2026.
  • Coordinated Financial Services bought 3 Waste Management shares in Q1 2026, an estimated $689.
  • Waste Management made up 0.18% of Coordinated Financial Services's portfolio in Q1 2026, its #138 holding.
  • Coordinated Financial Services first reported a position in Waste Management in Q1 2024 and has held it in 8 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.