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Cornerstone Wealth Management’s Waste Management WM Stock Holding History

Cornerstone 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
Q3 		$780K Sell
3,826
-839
-18% -$188K 0.03% 384
2026
Q2 		$1.04M Buy
4,665
+505
+12% +$112K 0.04% 330
2026
Q1 		$956K Buy
4,160
+111
+3% +$25.5K 0.05% 322
2025
Q4 		$890K Sell
4,049
-372
-8% -$79.3K 0.05% 310
2025
Q3 		$976K Buy
4,421
+151
+4% +$34K 0.05% 288
2025
Q2 		$977K Buy
4,270
+947
+28% +$220K 0.06% 265
2025
Q1 		$769K Sell
3,323
-235
-7% -$52K 0.05% 299
2024
Q4 		$718K Buy
3,558
+114
+3% +$24.5K 0.05% 293
2024
Q3 		$715K Buy
3,444
+305
+10% +$63.6K 0.05% 274
2024
Q2 		$670K Sell
3,139
-12
-0.4% -$2.49K 0.05% 266
2024
Q1 		$672K Buy
3,151
+16
+0.5% +$3.14K 0.05% 273
2023
Q4 		$561K Sell
3,135
-2,196
-41% -$368K 0.05% 297
2023
Q3 		$813K Buy
5,331
+2,228
+72% +$361K 0.08% 219
2023
Q2 		$538K Buy
3,103
+1,358
+78% +$224K 0.05% 291
2023
Q1 		$285K Buy
+1,745
New +$267K 0.03% 378
2022
Q3 		$286K Buy
1,783
+1
+0.1% +$165 0.03% 358
2022
Q2 		$273K Sell
1,782
-72
-4% -$11.3K 0.03% 368
2022
Q1 		$294K Sell
1,854
-2,036
-52% -$309K 0.03% 369
2021
Q4 		$655K Buy
+3,890
New +$625K 0.06% 242
2019
Q4 		– Sell
-1,918
Closed -$221K – 373
2019
Q3 		$221K Sell
1,918
-156
-8% -$18.2K 0.04% 314
2019
Q2 		$239K Sell
2,074
-178
-8% -$19.3K 0.04% 315
2019
Q1 		$368K Buy
+2,252
New +$220K 0.04% 333

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 Wealth Management's WM Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Waste Management (WM) stake by 18% in Q3 2026, selling an estimated $188K and leaving 3,826 shares worth $780K. The position accounts for 0.03% of the portfolio, ranked #384.

Cornerstone Wealth Management first reported a position in WM in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.04M in Q2 2026. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Cornerstone Wealth Management held 3,826 shares of Waste Management worth $780K as of Q3 2026.
  • Cornerstone Wealth Management sold 839 Waste Management shares in Q3 2026, an estimated $188K.
  • Waste Management made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #384 holding.
  • Cornerstone Wealth Management first reported a position in Waste Management in Q1 2019 and has held it in 22 quarters since.
  • Cornerstone Wealth Management's Waste Management position peaked at $1.04M in Q2 2026.
  • 1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.