Cornerstone Advisory
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Cornerstone Advisory’s Waste Management WM Stock Holding History

Cornerstone 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
Q3 		$595K Sell
2,916
-10
-0.3% -$2.24K 0.05% 151
2026
Q2 		$652K Sell
2,926
-47
-2% -$10.5K 0.05% 146
2026
Q1 		$683K Buy
2,973
+46
+2% +$10.6K 0.06% 131
2025
Q4 		$643K Buy
2,927
+33
+1% +$7.03K 0.06% 136
2025
Q3 		$639K Sell
2,894
-74
-2% -$16.7K 0.06% 133
2025
Q2 		$679K Buy
2,968
+12
+0.4% +$2.78K 0.07% 124
2025
Q1 		$692K Sell
2,956
-162
-5% -$35.9K 0.08% 123
2024
Q4 		$710K Buy
3,118
+727
+30% +$156K 0.08% 114
2024
Q3 		$496K Sell
2,391
-29
-1% -$6.05K 0.07% 130
2024
Q2 		$516K Buy
2,420
+38
+2% +$7.9K 0.07% 126
2024
Q1 		$508K Buy
2,382
+46
+2% +$9.04K 0.07% 140
2023
Q4 		$418K Buy
2,336
+128
+6% +$21.5K 0.07% 152
2023
Q3 		$337K Sell
2,208
-23
-1% -$3.72K 0.06% 159
2023
Q2 		$387K Buy
2,231
+31
+1% +$5.12K 0.07% 147
2023
Q1 		$359K Buy
2,200
+11
+0.5% +$1.68K 0.06% 157
2022
Q4 		$343K Buy
2,189
+404
+23% +$65K 0.07% 151
2022
Q3 		$286K Buy
1,785
+31
+2% +$5.12K 0.06% 156
2022
Q2 		$268K Sell
1,754
-1,445
-45% -$226K 0.06% 163
2022
Q1 		$507K Buy
3,199
+7
+0.2% +$1.06K 0.08% 163
2021
Q4 		$533K Buy
3,192
+2
+0.1% +$322 0.08% 170
2021
Q3 		$477K Buy
3,190
+1,496
+88% +$224K 0.08% 167
2021
Q2 		$237K Buy
1,694
+100
+6% +$13.8K 0.04% 197
2021
Q1 		$206K Sell
1,594
-299
-16% -$34.9K 0.04% 197
2020
Q4 		$223K Buy
1,893
+2
+0.1% +$233 0.05% 192
2020
Q3 		$214K Buy
1,891
+2
+0.1% +$221 0.05% 174
2020
Q2 		$200K Buy
+1,889
New +$191K 0.05% 160

Other funds holding WM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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

Cornerstone Advisory's WM Position: Q3 2026 in Review

Cornerstone Advisory reduced its Waste Management (WM) stake by 0.34% in Q3 2026, selling an estimated $2.24K and leaving 2,916 shares worth $595K. The position accounts for 0.05% of the portfolio, ranked #151.

Cornerstone Advisory first reported a position in WM in Q2 2020 and has held it in 26 quarters since. The position peaked at $710K in Q4 2024. 1,388 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Cornerstone Advisory held 2,916 shares of Waste Management worth $595K as of Q3 2026.
  • Cornerstone Advisory sold 10 Waste Management shares in Q3 2026, an estimated $2.24K.
  • Waste Management made up 0.05% of Cornerstone Advisory's portfolio in Q3 2026, its #151 holding.
  • Cornerstone Advisory first reported a position in Waste Management in Q2 2020 and has held it in 26 quarters since.
  • Cornerstone Advisory's Waste Management position peaked at $710K in Q4 2024.
  • 1,388 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.