CWM
WM icon

Copia Wealth Management’s Waste Management WM Stock Holding History

Copia 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 		$1.63K Hold
7
– – ﹤0.01% 445
2025
Q4 		$1.54K Hold
7
– – ﹤0.01% 452
2025
Q3 		$1.55K Hold
7
– – ﹤0.01% 419
2025
Q2 		$1.6K Hold
7
– – ﹤0.01% 404
2025
Q1 		$1.62K Hold
7
– – ﹤0.01% 392
2024
Q4 		$1.41K Buy
+7
New +$1.5K ﹤0.01% 368

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

Copia Wealth Management's WM Position: Q1 2026 in Review

Copia Wealth Management held its Waste Management (WM) position steady in Q1 2026 at 7 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Copia Wealth Management first reported a position in WM in Q4 2024 and has held it in 6 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Copia Wealth Management held 7 shares of Waste Management worth $1.63K as of Q1 2026.
  • Copia Wealth Management left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #445 holding.
  • Copia Wealth Management first reported a position in Waste Management in Q4 2024 and has held it in 6 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.