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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
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

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

Cornerstone Planning Group's WM Position: Q1 2026 in Review

Cornerstone Planning Group increased its Waste Management (WM) stake by 53% in Q1 2026, buying an estimated $9.42K and bringing the position to 119 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Cornerstone Planning Group first reported a position in WM in Q4 2022 and has held it in 13 quarters since. The position peaked at $60.9K in Q1 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Cornerstone Planning Group held 119 shares of Waste Management worth $26.5K as of Q1 2026.
  • Cornerstone Planning Group bought 41 Waste Management shares in Q1 2026, an estimated $9.42K.
  • Waste Management made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #583 holding.
  • Cornerstone Planning Group first reported a position in Waste Management in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Waste Management position peaked at $60.9K in Q1 2024.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.