Cornerstone Planning Group
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Cornerstone Planning Group’s Waste Management WM Stock Holding History

Cornerstone Planning Group’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 		– Sell
-128
Closed -$30.3K – 1722
2026
Q2 		$30.3K Buy
128
+9
+8% +$2K ﹤0.01% 544
2026
Q1 		$26.5K Buy
119
+41
+53% +$9.42K ﹤0.01% 583
2025
Q4 		$18.1K Sell
78
-55
-41% -$11.7K ﹤0.01% 615
2025
Q3 		$2.03K Buy
133
+67
+102% +$15.1K ﹤0.01% 1157
2025
Q2 		$15.2K Sell
66
-134
-67% -$31.1K ﹤0.01% 472
2025
Q1 		$45.8K Buy
200
+23
+13% +$5.09K 0.01% 251
2024
Q4 		$37.8K Buy
177
+11
+7% +$2.36K 0.01% 219
2024
Q3 		$36.4K Sell
166
-132
-44% -$27.5K 0.01% 225
2024
Q2 		$60.1K Buy
298
+5
+2% +$1.04K 0.02% 179
2024
Q1 		$60.9K Buy
293
+269
+1,121% +$52.9K 0.02% 156
2023
Q4 		$4.3K Sell
24
-12
-33% -$2.01K ﹤0.01% 546
2023
Q3 		$5.49K Buy
36
+2
+6% +$324 ﹤0.01% 515
2023
Q2 		$5.9K Buy
+34
New +$5.62K ﹤0.01% 830
2022
Q4 		$11K Buy
+73
New +$11.7K ﹤0.01% 604

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 Planning Group's WM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Waste Management (WM) in Q3 2026, closing a stake of 128 shares — an estimated $30.3K sold.

Cornerstone Planning Group first reported a position in WM in Q4 2022 and held it in 14 quarters. The position peaked at $60.9K in Q1 2024. 1,465 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Waste Management position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 128 Waste Management shares in Q3 2026, an estimated $30.3K.
  • Cornerstone Planning Group first reported a position in Waste Management in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Waste Management position peaked at $60.9K in Q1 2024.
  • 1,465 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.